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
- 2,633
- +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
- 950 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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 10,404 | $833.6K | 0.02% | −1,387−11.8% | Reduced |
| Altfest L J & Co Inc | 10,374 | $831.1K | 0.10% | +1,639+18.8% | Added |
| Manske Wealth Management | 10,361 | $830.1K | 0.27% | −1,200−10.4% | Reduced |
| Agf Management Ltd | 10,333 | $827.9K | 0.00% | −119−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 10,329 | $827.6K | 0.06% | +497+5.1% | Added |
| North Forty Two & Co. | 10,308 | $825.9K | 0.88% | −172−1.6% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $821.1K | 0.27% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 10,242 | $820.6K | 0.62% | +955+10.3% | Added |
| Lingohr & Partner Asset Management GmbH | 10,179 | $816.0K | 1.48% | −73,837−87.9% | Reduced |
| Osborne Partners Capital Management, LLC | 10,161 | $814.1K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 10,156 | $813.7K | 0.05% | +6,287+162.5% | Added |
| Fieldview Capital Management, LLC | 10,149 | $813.1K | 0.12% | −41,978−80.5% | Reduced |
| Perennial Advisors, LLC | 10,119 | $810.7K | 0.15% | +40.0% | Added |
| Monument Capital Management | 10,099 | $809.1K | 0.21% | +137+1.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $807.0K | 0.16% | +3,400+51.0% | Added |
| Jacobs & Co | 10,042 | $804.0K | 0.08% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 10,016 | $802.4K | 0.10% | +206+2.1% | Added |
| Papp L Roy & Associates | 10,003 | $801.4K | 0.10% | −637−6.0% | Reduced |
| Parkside Investments, LLC | 10,000 | $801.2K | 0.11% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,996 | $800.9K | 0.22% | +52+0.5% | Added |
| Carrera Capital Advisors | 9,970 | $798.8K | 0.16% | −141−1.4% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $798.6K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,960 | $798.0K | 0.20% | +991+11.0% | Added |
| Valley National Advisers Inc | 9,962 | $797.0K | 0.13% | +540+5.7% | Added |
| Beaton Management Co. Inc. | 9,900 | $793.0K | 0.39% | 00.0% | Unchanged |
| Platform Technology Partners | 9,862 | $790.1K | 0.21% | −42−0.4% | Reduced |
| KPP Advisory Services LLC | 9,862 | $790.1K | 0.13% | −40.0% | Reduced |
| Rockland Trust Co | 9,850 | $789.2K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 9,882 | $783.1K | 0.08% | −1,498−13.2% | Reduced |
| Blue Rock Wealth Management LLC | 9,770 | $782.8K | 0.54% | +1,692+20.9% | Added |
| G&S Capital LLC | 9,752 | $781.3K | 0.31% | +49+0.5% | Added |
| Sepio Capital, LP | 9,743 | $780.7K | 0.06% | −743−7.1% | Reduced |
| Woodmont Investment Counsel LLC | 9,736 | $780.0K | 0.05% | +72+0.7% | Added |
| WealthShield Partners, LLC | 9,704 | $777.5K | 0.09% | −917−8.6% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $777.0K | 0.12% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,667 | $774.5K | 0.15% | −153−1.6% | Reduced |
| Accurate Wealth Management, LLC | 9,388 | $773.1K | 0.12% | +951+11.3% | Added |
| Monetary Management Group Inc | 9,645 | $772.8K | 0.19% | +1,250+14.9% | Added |
| First PREMIER Bank | 9,619 | $771.0K | 0.19% | −20−0.2% | Reduced |
| Van Strum & Towne Inc. | 9,621 | $770.8K | 0.24% | −18−0.2% | Reduced |
| MUFG Securities EMEA plc | 9,616 | $770.4K | 0.04% | +9,616 | New |
| Quadrant Private Wealth Management, LLC | 9,606 | $769.6K | 0.16% | +116+1.2% | Added |
| Smith Thornton Advisors LLC | 9,591 | $768.4K | 0.44% | 00.0% | Unchanged |
| Rexford Capital Inc | 9,574 | $767.1K | 0.64% | +9,574 | New |
| Creekside Partners | 9,537 | $764.1K | 0.36% | 00.0% | Unchanged |
| Old North State Trust, LLC | 9,534 | $764.0K | 0.52% | +43+0.5% | Added |
| Cheviot Value Management, LLC | 9,800 | $762.9K | 0.09% | +100+1.0% | Added |
| GF Fund Management Co. Ltd. | 9,502 | $761.3K | 0.02% | −9,497−50.0% | Reduced |
| Linscomb & Williams, Inc. | 9,467 | $758.5K | 0.03% | −118−1.2% | Reduced |
| West Bancorporation Inc | 9,450 | $757.1K | 0.48% | 00.0% | Unchanged |
| Athena Investment Management | 9,447 | $756.9K | 0.42% | −45−0.5% | Reduced |
| Hartford Financial Management Inc. | 9,427 | $755.3K | 0.21% | −168−1.8% | Reduced |
| Biltmore Family Office, LLC | 9,419 | $754.6K | 0.13% | −200−2.1% | Reduced |
| Holistic Planning, LLC | 9,386 | $752.0K | 0.22% | +1,873+24.9% | Added |
| Signature Estate & Investment Advisors LLC | 9,352 | $749.3K | 0.02% | +859+10.1% | Added |
| Visionary Wealth Advisors | 9,331 | $747.6K | 0.04% | +3,887+71.4% | Added |
| Transce3nd, LLC | 9,329 | $747.0K | 0.32% | +527+6.0% | Added |
| CTC Alternative Strategies, Ltd. | 9,280 | $743.5K | 0.65% | +4,780+106.2% | Added |
| Northstar Financial Companies, Inc. | 9,272 | $742.9K | 0.77% | +194+2.1% | Added |
| Iron Horse Wealth Management, LLC | 9,270 | $742.7K | 0.22% | −599−6.1% | Reduced |
| Zions Bancorporation, National Association | 9,268 | $742.6K | 0.04% | +1,068+13.0% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,267 | $742.5K | 0.09% | −19,362−67.6% | Reduced |
| Regatta Capital Group, LLC | 9,249 | $741.0K | 0.13% | −44−0.5% | Reduced |
| SGL Investment Advisors, Inc. | 9,044 | $737.9K | 0.35% | +4,921+119.4% | Added |
| Onefund, LLC | 9,168 | $735.0K | 0.53% | −69−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 9,139 | $732.2K | 0.04% | +84+0.9% | Added |
| Asset Dedication, LLC | 9,131 | $731.6K | 0.05% | +4,810+111.3% | Added |
| Burton Enright Welch | 9,128 | $731.4K | 0.13% | +2,357+34.8% | Added |
| Davis R M Inc | 9,100 | $729.1K | 0.01% | −752−7.6% | Reduced |
| Monticello Wealth Management, LLC | 9,089 | $728.2K | 0.06% | +307+3.5% | Added |
| Pines Wealth Management, LLC | 8,689 | $726.4K | 0.26% | +2,263+35.2% | Added |
| Evermay Wealth Management LLC | 9,065 | $726.3K | 0.09% | +400+4.6% | Added |
| Crown Wealth Group, LLC | 9,057 | $725.6K | 0.27% | −47−0.5% | Reduced |
| Cahill Financial Advisors Inc | 9,054 | $725.4K | 0.09% | +16+0.2% | Added |
| Advisory Alpha, LLC | 9,049 | $725.1K | 0.02% | +1,063+13.3% | Added |
| Westover Capital Advisors, LLC | 9,047 | $724.8K | 0.14% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,042 | $724.4K | 0.19% | −545−5.7% | Reduced |
| Tudor Financial Inc. | 9,041 | $724.4K | 0.41% | −30.0% | Reduced |
| Summa Corp. | 9,026 | $723.2K | 0.38% | +20.0% | Added |
| Deseret Mutual Benefit Administrators | 9,021 | $722.8K | 0.34% | 00.0% | Unchanged |
| JNBA Financial Advisors | 9,013 | $722.1K | 0.07% | −117−1.3% | Reduced |
| Financial Advisory Service, Inc. | 8,961 | $718.0K | 0.05% | +88+1.0% | Added |
| Kagan Cocozza Asset Management | 8,956 | $717.6K | 0.55% | +50+0.6% | Added |
| Tower Trust & Investment Co | 8,908 | $713.7K | 0.51% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,906 | $713.6K | 0.04% | −2,507−22.0% | Reduced |
| SilverOak Wealth Management LLC | 8,899 | $713.0K | 0.13% | +286+3.3% | Added |
| Cornerstone Wealth Group, LLC | 8,878 | $711.3K | 0.05% | +1,357+18.0% | Added |
| Shufro Rose & Co LLC | 9,906 | $711.2K | 0.06% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $711.0K | 0.23% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 8,848 | $708.9K | 0.24% | +4,709+113.8% | Added |
| Winthrop Capital Management, LLC | 8,835 | $708.0K | 0.18% | +116+1.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,831 | $707.6K | 0.23% | +1,319+17.6% | Added |
| Cim Investment Mangement Inc | 8,811 | $705.9K | 0.13% | −40−0.5% | Reduced |
| Meridian Wealth Partners, LLC | 8,809 | $705.8K | 0.10% | +39+0.4% | Added |
| Marietta Investment Partners LLC | 8,800 | $705.1K | 0.15% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 8,787 | $704.0K | 0.03% | +1,240+16.4% | Added |
| Hudock, Inc. | 8,773 | $702.9K | 0.11% | +10.0% | Added |
| Strategic Blueprint, LLC | 8,749 | $700.9K | 0.03% | +3,121+55.5% | Added |
| Transamerica Financial Advisors, Inc. | 8,726 | $699.1K | 0.07% | −479−5.2% | Reduced |
| Algert Global LLC | 8,720 | $698.6K | 0.01% | −61,002−87.5% | Reduced |