Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q2 2025
Institutional positions in Wells Fargo & Company as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,634
- +111 vs. Q1 2025
- Shares held
- 2.49B
- −30.9M (−1.2%) vs. Q1 2025
- Total value
- $199.2B
- +$18.7B (+10.4%) vs. Q1 2025
- New holders
- 230
- 1,083 more added
- Sold out
- 119
- 951 more reduced
37 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 12,877 | $1.03M | 0.04% | +856+7.1% | Added |
| Crawford Investment Counsel Inc | 12,867 | $1.03M | 0.02% | +1,590+14.1% | Added |
| Family Legacy, Inc. | 12,837 | $1.03M | 0.33% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,816 | $1.03M | 0.02% | +912+7.7% | Added |
| Richwood Investment Advisors, LLC | 12,797 | $1.03M | 0.84% | −137−1.1% | Reduced |
| Fortress Private Ledger, LLC | 12,785 | $1.02M | 0.47% | +4,003+45.6% | Added |
| SeaCrest Wealth Management, LLC | 12,767 | $1.02M | 0.11% | −9,707−43.2% | Reduced |
| Promethium Advisors,llc | 12,757 | $1.02M | 0.62% | −932−6.8% | Reduced |
| PDS Planning, Inc | 12,750 | $1.02M | 0.08% | +880+7.4% | Added |
| Ritter Daniher Financial Advisory LLC | 12,749 | $1.02M | 0.25% | +12,605+8,753.5% | Added |
| MeadowBrook Investment Advisors LLC | 12,743 | $1.02M | 0.95% | +450+3.7% | Added |
| Carson Advisory Inc. | 12,696 | $1.02M | 0.65% | −300−2.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,638 | $1.01M | 0.04% | −558−4.2% | Reduced |
| Core Alternative Capital | 12,606 | $1.01M | 0.28% | +2,735+27.7% | Added |
| DMG Group, LLC | 12,583 | $1.01M | 0.78% | −3,097−19.8% | Reduced |
| Ingalls & Snyder LLC | 12,569 | $1.01M | 0.04% | −10−0.1% | Reduced |
| Studio Investment Management LLC | 12,562 | $1.01M | 0.20% | −122−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 12,550 | $1.01M | 0.08% | +2,365+23.2% | Added |
| Pointe Capital Management LLC | 12,531 | $1.00M | 0.52% | +71+0.6% | Added |
| Greatmark Investment Partners, Inc. | 12,523 | $1.00M | 0.13% | −2,520−16.8% | Reduced |
| Thrive Wealth Management, LLC | 12,483 | $1.00M | 0.16% | +1,950+18.5% | Added |
| Park National Corp | 12,482 | $1.00M | 0.03% | −1,137−8.3% | Reduced |
| GTS Securities LLC | 12,464 | $998.6K | 0.04% | −5,569−30.9% | Reduced |
| Avion Wealth | 12,411 | $994.0K | 0.23% | +4,123+49.7% | Added |
| Catalyst Financial Partners LLC | 12,365 | $990.7K | 0.11% | −108−0.9% | Reduced |
| Chilton Investment Co LLC | 12,315 | $986.7K | 0.02% | +229+1.9% | Added |
| Entruity Wealth, LLC | 12,311 | $986.4K | 0.84% | −610−4.7% | Reduced |
| Hardin Capital Partners, LLC | 12,084 | $984.7K | 0.58% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 12,279 | $983.8K | 0.09% | +115+0.9% | Added |
| Greenwood Gearhart Inc | 12,239 | $980.6K | 0.06% | +8,649+240.9% | Added |
| Northwest Wealth Management, LLC | 12,218 | $978.9K | 0.18% | −60.0% | Reduced |
| Hanlon Investment Management, Inc. | 12,185 | $976.3K | 0.70% | +9,288+320.6% | Added |
| Larson Financial Group LLC | 12,157 | $974.0K | 0.04% | +3,035+33.3% | Added |
| Keudell/Morrison Wealth Management | 12,146 | $973.1K | 0.22% | +28+0.2% | Added |
| Cullen Investment Group, Ltd. | 12,115 | $970.7K | 0.14% | +52+0.4% | Added |
| Resonant Capital Advisors, LLC | 12,083 | $968.1K | 0.06% | +2,559+26.9% | Added |
| Wealthspan Partners, LLC | 12,028 | $963.7K | 0.40% | +16+0.1% | Added |
| PFG Advisors | 12,026 | $963.5K | 0.05% | +3,980+49.5% | Added |
| Trust Co of Vermont | 11,972 | $959.2K | 0.05% | +473+4.1% | Added |
| Northeast Investment Management | 11,918 | $954.9K | 0.04% | +3,500+41.6% | Added |
| Farmers Trust Co | 11,819 | $946.9K | 0.18% | +6+0.1% | Added |
| HAP Trading, LLC | 11,815 | $946.6K | 0.41% | −12,755−51.9% | Reduced |
| Intelligence Driven Advisers, LLC | 11,805 | $945.8K | 0.14% | +3,861+48.6% | Added |
| Wilson & Boucher Capital Management, LLC | 11,795 | $945.0K | 0.66% | −100−0.8% | Reduced |
| Wittenberg Investment Management, Inc. | 11,778 | $943.7K | 0.41% | −150−1.3% | Reduced |
| Peoples Financial Services Corp. | 11,739 | $940.5K | 0.46% | −611−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,710 | $938.2K | 0.08% | +406+3.6% | Added |
| RB Capital Management, LLC | 11,694 | $936.9K | 0.21% | +37+0.3% | Added |
| Morningstar Investment Management LLC | 11,683 | $936.0K | 0.08% | +1,220+11.7% | Added |
| WealthPlan Investment Management, LLC | 11,639 | $932.5K | 0.07% | +989+9.3% | Added |
| Kovack Advisors, Inc. | 11,597 | $929.1K | 0.09% | −106−0.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 11,589 | $928.5K | 0.08% | −137−1.2% | Reduced |
| Two Sigma Securities, LLC | 11,558 | $926.0K | 0.11% | +11,558 | New |
| Correct Capital Wealth Management | 11,552 | $925.6K | 0.18% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 11,500 | $921.4K | 0.01% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 11,495 | $920.9K | 0.73% | −52−0.5% | Reduced |
| Kentucky Trust Co | 11,475 | $919.4K | 0.53% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 11,472 | $919.1K | 0.31% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 11,466 | $918.7K | 0.33% | +1,463+14.6% | Added |
| Stock Yards Bank & Trust Co | 11,420 | $915.0K | 0.03% | −752−6.2% | Reduced |
| Heritage Family Offices, LLP | 12,893 | $911.4K | 0.46% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,374 | $911.3K | 0.11% | −29−0.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,349 | $909.3K | 0.21% | −28−0.2% | Reduced |
| HCR Wealth Advisors | 11,320 | $907.0K | 0.11% | −85−0.7% | Reduced |
| GatePass Capital, LLC | 11,303 | $905.6K | 0.60% | +15+0.1% | Added |
| Element Wealth, LLC | 11,300 | $905.4K | 0.42% | −556−4.7% | Reduced |
| NFP Retirement, Inc. | 11,298 | $905.2K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11,294 | $904.9K | 0.14% | +11,294 | New |
| Dumont & Blake Investment Advisors LLC | 11,286 | $904.3K | 0.24% | +72+0.6% | Added |
| Winebrenner Capital Management LLC | 11,283 | $904.0K | 0.73% | 00.0% | Unchanged |
| Wealth Alliance | 11,277 | $903.5K | 0.10% | +394+3.6% | Added |
| NBZ Investment Advisors LLC | 11,273 | $903.2K | 0.52% | 00.0% | Unchanged |
| Flagstone Financial Management | 11,245 | $900.9K | 0.26% | −168−1.5% | Reduced |
| Tarbox Family Office, Inc. | 11,227 | $899.5K | 0.14% | −12−0.1% | Reduced |
| IVC Wealth Advisors LLC | 11,193 | $896.8K | 0.44% | −1,559−12.2% | Reduced |
| Private Management Group Inc | 11,176 | $895.4K | 0.03% | +10.0% | Added |
| Cromwell Holdings LLC | 11,171 | $895.0K | 0.54% | 00.0% | Unchanged |
| Ames National Corp | 11,135 | $892.1K | 0.58% | +8,000+255.2% | Added |
| China Universal Asset Management Co., Ltd. | 11,132 | $891.9K | 0.08% | −7,148−39.1% | Reduced |
| Alliance Wealth Advisors, LLC | 11,107 | $889.9K | 0.48% | +432+4.0% | Added |
| 17 Capital Partners, LLC | 11,104 | $889.7K | 0.51% | +4,194+60.7% | Added |
| Perennial Investment Advisors, LLC | 11,071 | $887.1K | 0.09% | +1,046+10.4% | Added |
| PFW Advisors LLC | 11,071 | $887.0K | 0.27% | +39+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 11,037 | $884.3K | 0.06% | −2,466−18.3% | Reduced |
| Appleton Partners Inc | 11,018 | $883.0K | 0.06% | −90−0.8% | Reduced |
| JFS Wealth Advisors, LLC | 10,856 | $869.8K | 0.06% | +240+2.3% | Added |
| Plan A Wealth LLC | 10,846 | $869.0K | 0.49% | −257−2.3% | Reduced |
| Proficio Capital Partners LLC | 10,817 | $866.6K | 0.05% | +697+6.9% | Added |
| Cumberland Advisors Inc | 10,800 | $865.3K | 0.36% | −21−0.2% | Reduced |
| Aspen Investment Management Inc | 10,738 | $860.0K | 0.36% | +575+5.7% | Added |
| Atlas Wealth LLC | 10,523 | $857.5K | 0.31% | 00.0% | Unchanged |
| Washington Trust Co | 10,675 | $855.3K | 0.03% | −57−0.5% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $851.8K | 0.06% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 10,606 | $849.8K | 0.19% | +3,967+59.8% | Added |
| Avantax Planning Partners, Inc. | 10,589 | $848.4K | 0.03% | +139+1.3% | Added |
| Pettyjohn, Wood & White, Inc | 10,538 | $844.3K | 0.15% | −37−0.3% | Reduced |
| Boit C F David | 10,519 | $842.8K | 0.41% | 00.0% | Unchanged |
| Webster Bank, N. A. | 10,499 | $841.2K | 0.09% | +180+1.7% | Added |
| Wallace Advisory Group, LLC | 11,615 | $833.8K | 0.61% | −2,484−17.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,405 | $833.6K | 0.49% | +20+0.2% | Added |