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 |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 8,681 | $695.5K | 0.09% | +158+1.9% | Added |
| Douglas Lane & Associates, LLC | 8,640 | $692.2K | 0.01% | +1,817+26.6% | Added |
| Capital Advantage, Inc. | 8,634 | $691.8K | 0.11% | +1,399+19.3% | Added |
| Venturi Wealth Management, LLC | 8,633 | $691.7K | 0.03% | +209+2.5% | Added |
| Perpetual Ltd | 8,613 | $690.1K | 0.01% | −2,902−25.2% | Reduced |
| Ausdal Financial Partners, Inc. | 8,582 | $687.5K | 0.05% | −3,445−28.6% | Reduced |
| Legacy Financial Group LLC | 8,554 | $685.3K | 0.10% | −494−5.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,537 | $683.0K | 0.25% | +8,537 | New |
| Capital Performance Advisors LLP | 8,515 | $682.2K | 0.13% | +654+8.3% | Added |
| Sentry Investment Management LLC | 8,321 | $679.0K | 0.37% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 8,467 | $678.4K | 0.16% | +415+5.2% | Added |
| Everpar Advisors LLC | 8,467 | $678.4K | 0.31% | +1,195+16.4% | Added |
| Ameritas Advisory Services, LLC | 8,453 | $677.3K | 0.04% | −10,460−55.3% | Reduced |
| Sheets Smith Wealth Management | 8,446 | $676.7K | 0.08% | −1,882−18.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,439 | $676.2K | 0.15% | −79−0.9% | Reduced |
| Advisors Management Group Inc | 8,438 | $676.0K | 0.13% | −315−3.6% | Reduced |
| Bedel Financial Consulting, Inc. | 8,434 | $675.7K | 0.09% | −631−7.0% | Reduced |
| Howard Bailey Securities, LLC | 8,432 | $675.6K | 0.21% | −10.0% | Reduced |
| Aprio Wealth Management, LLC | 8,426 | $675.1K | 0.08% | +2,698+47.1% | Added |
| Eagle Global Advisors LLC | 8,418 | $674.5K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,400 | $673.0K | 0.01% | −5−0.1% | Reduced |
| Baron Wealth Management LLC | 8,389 | $672.1K | 0.24% | +1,408+20.2% | Added |
| Claro Advisors LLC | 8,381 | $671.4K | 0.11% | −8,298−49.8% | Reduced |
| Sivia Capital Partners, LLC | 8,373 | $670.9K | 0.23% | −28−0.3% | Reduced |
| Nwam LLC | 8,294 | $668.4K | 0.04% | −512−5.8% | Reduced |
| Austin Private Wealth, LLC | 8,327 | $667.2K | 0.05% | +1,492+21.8% | Added |
| Tactive Advisors, LLC | 8,267 | $662.4K | 0.21% | +8,267 | New |
| Field & Main Bank | 8,250 | $661.0K | 0.22% | −75−0.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 8,242 | $660.3K | 0.08% | +8,242 | New |
| ASB Consultores, LLC | 8,235 | $659.8K | 0.44% | +1,762+27.2% | Added |
| McAdam, LLC | 8,217 | $658.3K | 0.04% | −250−3.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,179 | $655.3K | 0.23% | +1,188+17.0% | Added |
| Cutler Investment Counsel LLC | 8,169 | $654.5K | 0.07% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 8,159 | $653.7K | 0.36% | +44+0.5% | Added |
| Mraz, Amerine & Associates, Inc. | 8,143 | $652.4K | 0.10% | +8,143 | New |
| Sippican Capital Advisors | 8,143 | $652.4K | 0.47% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 8,120 | $650.6K | 0.06% | −100−1.2% | Reduced |
| Basepoint Wealth LLC | 8,116 | $650.2K | 0.50% | −845−9.4% | Reduced |
| Vermillion Wealth Management, Inc. | 8,101 | $649.0K | 0.31% | +21+0.3% | Added |
| Sunflower Bank, N.A. | 8,088 | $648.0K | 0.16% | +708+9.6% | Added |
| Sebold Capital Management, Inc. | 8,055 | $645.3K | 0.40% | +56+0.7% | Added |
| Old West Investment Management, LLC | 8,037 | $643.9K | 0.21% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,034 | $643.7K | 0.17% | −2,379−22.8% | Reduced |
| Allen Capital Group, LLC | 8,029 | $643.3K | 0.07% | −405−4.8% | Reduced |
| Integrity Financial Corp | 8,026 | $643.0K | 0.33% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 8,019 | $642.5K | 0.06% | −166−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 6,299 | $641.3K | 0.03% | +1,841+41.3% | Added |
| Auxano Advisors, LLC | 7,952 | $637.1K | 0.15% | −115−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 7,950 | $636.9K | 0.05% | −28−0.4% | Reduced |
| Wealthstream Advisors, Inc. | 7,934 | $635.7K | 0.11% | +650+8.9% | Added |
| Pin Oak Investment Advisors Inc | 8,829 | $633.0K | 0.54% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 7,891 | $632.2K | 0.04% | +1,346+20.6% | Added |
| Concentric Capital Strategies, LP | 7,890 | $632.1K | 0.04% | +7,890 | New |
| CFO4Life Group, LLC | 7,877 | $631.1K | 0.10% | −1,145−12.7% | Reduced |
| Cape Investment Advisory, Inc. | 7,864 | $630.1K | 0.23% | +178+2.3% | Added |
| Institute for Wealth Management, LLC. | 7,854 | $629.2K | 0.07% | +5+0.1% | Added |
| Atala Financial Inc | 7,853 | $629.2K | 0.43% | 00.0% | Unchanged |
| First National Bank | 7,834 | $627.7K | 0.36% | −636−7.5% | Reduced |
| Wealth Architects, LLC | 7,825 | $626.9K | 0.06% | −361−4.4% | Reduced |
| Van Cleef Asset Management,Inc | 7,816 | $626.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,814 | $626.0K | 0.09% | +7,814 | New |
| Guardian Wealth Advisors, LLC | 7,812 | $625.9K | 0.04% | +412+5.6% | Added |
| Brookwood Investment Group LLC | 7,758 | $621.6K | 0.10% | −8,004−50.8% | Reduced |
| Elevate Wealth Advisory, Inc | 7,754 | $621.3K | 0.44% | −7,203−48.2% | Reduced |
| Sky Investment Group LLC | 7,700 | $616.9K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 7,464 | $616.9K | 0.05% | +530+7.6% | Added |
| Elyxium Wealth, LLC | 7,698 | $616.8K | 0.23% | +542+7.6% | Added |
| Summit Asset Management, LLC | 7,695 | $616.5K | 0.10% | +545+7.6% | Added |
| TCTC Holdings, LLC | 7,693 | $616.4K | 0.02% | +17+0.2% | Added |
| Diversified Enterprises, LLC | 7,685 | $615.7K | 0.05% | −822−9.7% | Reduced |
| Doliver Advisors, LP | 7,675 | $614.9K | 0.17% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,668 | $614.3K | 0.04% | +70+0.9% | Added |
| LRI Investments, LLC | 7,656 | $613.4K | 0.05% | +966+14.4% | Added |
| OneAscent Wealth Management LLC | 7,657 | $613.0K | 0.23% | +234+3.2% | Added |
| Wood Tarver Financial Group, LLC | 7,633 | $611.0K | 0.18% | 00.0% | Unchanged |
| Cowa, LLC | 7,623 | $610.8K | 0.23% | +823+12.1% | Added |
| ZEGA Investments, LLC | 7,623 | $610.8K | 0.15% | +7,623 | New |
| BancorpSouth Bank | 7,617 | $610.3K | 0.04% | +634+9.1% | Added |
| Ironwood Investment Counsel, LLC | 7,616 | $610.2K | 0.09% | −395−4.9% | Reduced |
| DKM Wealth Management, Inc. | 7,594 | $608.4K | 0.52% | +20.0% | Added |
| Principal Street Partners, LLC | 7,590 | $608.1K | 0.06% | +3,498+85.5% | Added |
| Safeguard Investment Advisory Group, LLC | 7,576 | $607.0K | 0.15% | −328−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,571 | $606.6K | 0.02% | +439+6.2% | Added |
| Waddell & Associates, LLC | 7,571 | $606.6K | 0.06% | −621−7.6% | Reduced |
| BigSur Wealth Management LLC | 7,550 | $604.9K | 0.15% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 7,545 | $604.0K | 0.46% | +15+0.2% | Added |
| Magnus Financial Group LLC | 7,467 | $598.3K | 0.05% | +20.0% | Added |
| Triumph Capital Management | 7,462 | $597.9K | 0.18% | −1,450−16.3% | Reduced |
| Global Assets Advisory, LLC | 7,330 | $597.3K | 0.23% | +7,330 | New |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $597.1K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,443 | $596.3K | 0.06% | +140+1.9% | Added |
| Bouchey Financial Group Ltd | 7,433 | $595.5K | 0.05% | −25−0.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,423 | $594.7K | 0.16% | +10.0% | Added |
| Readystate Asset Management LP | 7,419 | $594.4K | 0.02% | +7,419 | New |
| Spinnaker Trust | 7,407 | $593.4K | 0.04% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 7,406 | $593.4K | 0.57% | +521+7.6% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $592.9K | 0.17% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 7,374 | $590.0K | 0.29% | +7,374 | New |
| Fairview Capital Investment Management, LLC | 7,355 | $589.3K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 7,350 | $588.9K | 0.22% | 00.0% | Unchanged |