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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 7,349 | $588.8K | 0.15% | −383−5.0% | Reduced |
| Nilsine Partners, LLC | 7,341 | $588.2K | 0.06% | −620−7.8% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $588.0K | 0.17% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 7,335 | $587.7K | 0.40% | +37+0.5% | Added |
| Weaver Consulting Group | 7,322 | $586.6K | 0.16% | +55+0.8% | Added |
| UMA Financial Services, Inc. | 7,303 | $585.1K | 0.09% | +192+2.7% | Added |
| FourThought Financial Partners, LLC | 7,302 | $585.0K | 0.06% | +2,228+43.9% | Added |
| Copperleaf Capital, LLC | 7,295 | $584.5K | 0.30% | +3,271+81.3% | Added |
| Humankind Investments LLC | 7,288 | $583.9K | 0.14% | −1,109−13.2% | Reduced |
| Lakeside Advisors, INC. | 7,275 | $582.9K | 0.38% | 00.0% | Unchanged |
| Verum Partners LLC | 7,265 | $582.1K | 0.13% | +128+1.8% | Added |
| Fermata Advisors, LLC | 7,263 | $581.9K | 0.16% | −5,488−43.0% | Reduced |
| Seven Mile Advisory | 7,263 | $581.9K | 0.35% | +244+3.5% | Added |
| Money Concepts Capital Corp | 7,262 | $581.8K | 0.04% | −109−1.5% | Reduced |
| Defender Capital, LLC. | 7,250 | $580.9K | 0.20% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 7,236 | $579.8K | 0.07% | +216+3.1% | Added |
| Connecticut Wealth Management, LLC | 7,226 | $578.9K | 0.03% | −226−3.0% | Reduced |
| Well Done, LLC | 7,222 | $578.6K | 0.11% | −101−1.4% | Reduced |
| Alpha Family Trust | 7,220 | $578.5K | 0.29% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,218 | $578.3K | 0.06% | +461+6.8% | Added |
| Occidental Asset Management, LLC | 7,172 | $574.6K | 0.08% | −125−1.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,171 | $574.5K | 0.14% | +978+15.8% | Added |
| MCF Advisors LLC | 7,161 | $573.7K | 0.04% | −250−3.4% | Reduced |
| STAR Financial Bank | 7,158 | $573.5K | 0.36% | −328−4.4% | Reduced |
| Morris Retirement Advisors, LLC | 7,144 | $572.4K | 0.27% | +3,493+95.7% | Added |
| S.A. Mason LLC | 7,136 | $571.7K | 0.28% | +33+0.5% | Added |
| LBMC Investment Advisors, LLC | 7,131 | $571.4K | 0.04% | +334+4.9% | Added |
| Tucker Asset Management LLC | 7,125 | $570.9K | 0.18% | +432+6.5% | Added |
| Cambridge Advisors Inc. | 7,120 | $570.5K | 0.12% | −99−1.4% | Reduced |
| Patten & Patten Inc | 7,107 | $569.4K | 0.04% | −287−3.9% | Reduced |
| MSH Capital Advisors LLC | 7,103 | $569.1K | 0.16% | +905+14.6% | Added |
| MONECO Advisors, LLC | 7,100 | $568.9K | 0.05% | +15+0.2% | Added |
| Cache Advisors, LLC | 7,100 | $568.9K | 0.15% | +7,100 | New |
| Delta Investment Management, LLC | 7,092 | $568.2K | 0.11% | +16+0.2% | Added |
| Advisor OS, LLC | 7,091 | $568.2K | 0.06% | +459+6.9% | Added |
| Confluence Wealth Services, Inc. | 7,090 | $568.0K | 0.03% | 00.0% | Unchanged |
| one8zero8, LLC | 7,085 | $567.6K | 0.13% | −400−5.3% | Reduced |
| Virtue Capital Management, LLC | 7,083 | $567.5K | 0.10% | −208−2.9% | Reduced |
| Means Investment Co., Inc. | 7,067 | $566.2K | 0.05% | +183+2.7% | Added |
| Traynor Capital Management, Inc. | 6,915 | $563.5K | 0.04% | +217+3.2% | Added |
| SNS Financial Group, LLC | 7,027 | $563.0K | 0.05% | +18+0.3% | Added |
| Lincoln Capital LLC | 7,014 | $562.0K | 0.11% | +20.0% | Added |
| Kearns & Associates LLC | 7,000 | $560.8K | 0.32% | 00.0% | Unchanged |
| Coastline Trust Co | 6,976 | $558.9K | 0.06% | −298−4.1% | Reduced |
| Spartan Planning & Wealth Management | 6,960 | $557.6K | 0.48% | +330+5.0% | Added |
| Weil Company, Inc. | 6,950 | $556.8K | 0.15% | −459−6.2% | Reduced |
| Sawgrass Asset Management LLC | 6,940 | $556.0K | 0.06% | +447+6.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 6,921 | $554.5K | 0.14% | +2,287+49.4% | Added |
| HHM Wealth Advisors, LLC | 6,897 | $552.5K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6,840 | $548.0K | 0.04% | −393−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,834 | $547.6K | 0.06% | −264−3.7% | Reduced |
| Secure Asset Management, LLC | 6,833 | $547.5K | 0.10% | +667+10.8% | Added |
| Piscataqua Savings Bank | 6,816 | $546.1K | 0.46% | −50−0.7% | Reduced |
| New Hampshire Trust | 6,785 | $543.6K | 0.11% | −280−4.0% | Reduced |
| Fort Point Capital Partners LLC | 6,762 | $541.8K | 0.05% | −197−2.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,758 | $541.4K | 0.11% | +306+4.7% | Added |
| Canopy Partners, LLC | 6,757 | $541.4K | 0.20% | +138+2.1% | Added |
| Drexel Morgan & Co. | 6,747 | $540.6K | 0.10% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 6,746 | $540.5K | 0.22% | +159+2.4% | Added |
| BlackDiamond Wealth Management Inc. | 6,629 | $540.2K | 0.31% | +1,335+25.2% | Added |
| Heartland Bank & Trust Co | 6,735 | $539.6K | 0.25% | −149−2.2% | Reduced |
| Maven Securities LTD | 6,735 | $539.6K | 0.14% | +826+14.0% | Added |
| Lynch & Associates | 6,729 | $539.1K | 0.11% | +135+2.0% | Added |
| TFR Capital, LLC. | 6,723 | $538.6K | 0.20% | −86−1.3% | Reduced |
| Oxford Financial Group Ltd | 6,719 | $538.3K | 0.03% | −674−9.1% | Reduced |
| Capital Advisors Inc | 6,692 | $536.1K | 0.01% | +2,908+76.8% | Added |
| Optas, LLC | 6,689 | $535.9K | 0.10% | −6,151−47.9% | Reduced |
| Thompson Investment Management, Inc. | 6,677 | $535.0K | 0.08% | 00.0% | Unchanged |
| Belmont Capital, LLC | 6,638 | $531.8K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 6,624 | $530.8K | 0.06% | −1,273−16.1% | Reduced |
| Fortitude Family Office, LLC | 6,620 | $530.4K | 0.18% | −827−11.1% | Reduced |
| RD Lewis Holdings, Inc. | 6,868 | $529.2K | 0.53% | +550+8.7% | Added |
| Intrua Financial, LLC | 6,567 | $526.1K | 0.08% | +430+7.0% | Added |
| Permanens Capital L.P. | 6,564 | $525.9K | 0.07% | −1,080−14.1% | Reduced |
| Axis Wealth Partners, LLC | 6,555 | $525.2K | 0.35% | +78+1.2% | Added |
| Keystone Financial Group | 6,551 | $524.9K | 0.05% | +51+0.8% | Added |
| Aull & Monroe Investment Management Corp | 6,518 | $522.2K | 0.28% | −200−3.0% | Reduced |
| Lighthouse Investment Partners, LLC | 6,489 | $519.9K | 0.02% | −303,821−97.9% | Reduced |
| Richmond Investment Services, LLC | 6,422 | $514.5K | 0.11% | +3,618+129.0% | Added |
| Sterneck Capital Management, LLC | 6,415 | $514.0K | 0.26% | +419+7.0% | Added |
| M3 Advisory Group, LLC | 6,388 | $511.8K | 0.35% | +36+0.6% | Added |
| CVA Family Office, LLC | 6,386 | $511.6K | 0.07% | −185−2.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,113 | $511.1K | 0.35% | +556+10.0% | Added |
| Hayek Kallen Investment Management | 6,360 | $510.0K | 0.17% | +1,600+33.6% | Added |
| Duncker Streett & Co Inc | 6,365 | $510.0K | 0.09% | +309+5.1% | Added |
| Abacus Planning Group, Inc. | 6,357 | $509.3K | 0.08% | +570+9.8% | Added |
| Richard W. Paul & Associates, LLC | 6,356 | $509.2K | 0.18% | −26−0.4% | Reduced |
| Wayfinding Financial, LLC | 6,566 | $509.0K | 0.23% | −453−6.5% | Reduced |
| Allstate Corp | 6,346 | $508.4K | 0.04% | −112,959−94.7% | Reduced |
| Simmons Bank | 6,343 | $508.2K | 0.04% | −258−3.9% | Reduced |
| Evoke Wealth, LLC | 6,342 | $508.2K | 0.01% | −1,310−17.1% | Reduced |
| SPC Financial, Inc. | 6,326 | $506.8K | 0.04% | +76+1.2% | Added |
| Schulhoff & Co Inc | 6,306 | $505.2K | 0.22% | −498−7.3% | Reduced |
| Circle Wealth Management, LLC | 6,299 | $504.6K | 0.01% | −1,862−22.8% | Reduced |
| Front Row Advisors LLC | 6,293 | $504.2K | 0.18% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 6,292 | $504.1K | 0.43% | +16+0.3% | Added |
| Whalerock Point Partners, LLC | 6,283 | $503.4K | 0.11% | +1,175+23.0% | Added |
| Sequent Asset Management, LLC | 6,281 | $503.2K | 0.40% | −472−7.0% | Reduced |
| Lakeridge Wealth Management LLC | 6,274 | $502.6K | 0.23% | −12−0.2% | Reduced |
| Verus Capital Partners, LLC | 6,273 | $502.6K | 0.04% | +441+7.6% | Added |