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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 6,265 | $502.0K | 0.11% | −299−4.6% | Reduced |
| Compagnie Lombard Odier SCmA | 6,250 | $500.8K | 0.01% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 6,240 | $499.9K | 0.41% | +44+0.7% | Added |
| Redhawk Wealth Advisors, Inc. | 6,235 | $499.5K | 0.06% | +13+0.2% | Added |
| Legacy Bridge, LLC | 6,229 | $499.1K | 0.24% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,218 | $498.3K | 0.20% | −109−1.7% | Reduced |
| Traphagen Investment Advisors LLC | 6,219 | $498.2K | 0.05% | −229−3.6% | Reduced |
| Boyd Watterson Asset Management LLC | 6,218 | $498.2K | 0.16% | −32−0.5% | Reduced |
| Wealth Preservation Advisors, LLC | 6,218 | $498.2K | 0.31% | +18+0.3% | Added |
| Versant Capital Management, Inc | 6,214 | $497.9K | 0.08% | −2,975−32.4% | Reduced |
| TBH Global Asset Management, LLC | 6,212 | $497.7K | 0.11% | −224−3.5% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $497.1K | 0.09% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 6,199 | $496.7K | 0.11% | +6,199 | New |
| Atlas Brown,Inc. | 6,194 | $496.3K | 0.16% | −609−9.0% | Reduced |
| Jacobsen Capital Management | 6,192 | $496.1K | 0.18% | +688+12.5% | Added |
| First National Bank & Trust Co of Newtown | 6,178 | $495.0K | 0.10% | 00.0% | Unchanged |
| Maia Wealth LLC | 6,173 | $494.6K | 0.09% | −1,492−19.5% | Reduced |
| Capital Management Associates, Inc | 6,168 | $494.2K | 0.16% | +2,464+66.5% | Added |
| West Oak Capital, LLC | 6,165 | $493.9K | 0.20% | −35−0.6% | Reduced |
| Alpha Advisors, LLC | 6,154 | $493.1K | 0.42% | −342−5.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 6,075 | $492.7K | 0.19% | −1,000−14.1% | Reduced |
| Morris Financial Concepts, Inc. | 6,145 | $492.3K | 0.20% | 00.0% | Unchanged |
| Novem Group | 6,132 | $491.3K | 0.06% | +364+6.3% | Added |
| APCM Wealth Management for Individuals | 6,119 | $490.2K | 0.07% | +79+1.3% | Added |
| Baldwin Brothers Inc | 6,100 | $488.7K | 0.03% | −2,078−25.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,093 | $488.2K | 0.20% | −35−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,091 | $488.0K | 0.24% | +899+17.3% | Added |
| Westhampton Capital, LLC | 6,090 | $487.9K | 0.25% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,070 | $486.3K | 0.09% | +10.0% | Added |
| Stokes Family Office, LLC | 6,064 | $485.8K | 0.05% | −28−0.5% | Reduced |
| Western Pacific Wealth Management, LP | 6,050 | $484.7K | 0.46% | −576−8.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,048 | $484.6K | 0.35% | +10.0% | Added |
| First National Bank of Hutchinson | 6,029 | $483.0K | 0.30% | 00.0% | Unchanged |
| Colonial Trust Co | 6,027 | $482.9K | 0.07% | +16+0.3% | Added |
| Brady Martz Wealth Solutions, LLC | 6,014 | $481.8K | 0.09% | +1,278+27.0% | Added |
| Annex Advisory Services, LLC | 6,008 | $481.4K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,997 | $480.5K | 0.36% | −408−6.4% | Reduced |
| WealthTrust Axiom LLC | 5,987 | $479.7K | 0.14% | +1,000+20.1% | Added |
| Allegheny Financial Group LTD | 5,980 | $479.1K | 0.11% | +32+0.5% | Added |
| Stiles Financial Services Inc | 5,965 | $477.9K | 0.17% | +32+0.5% | Added |
| Fountainhead AM, LLC | 5,960 | $477.5K | 0.07% | +1,801+43.3% | Added |
| First Citizens Financial Corp | 5,951 | $476.8K | 0.26% | −247−4.0% | Reduced |
| Silverlake Wealth Management LLC | 5,945 | $476.4K | 0.14% | −79−1.3% | Reduced |
| New Republic Capital, LLC | 5,945 | $476.3K | 0.17% | +347+6.2% | Added |
| Leo Wealth, LLC | 5,938 | $475.7K | 0.04% | +1,149+24.0% | Added |
| Stockman Wealth Management, Inc. | 5,932 | $475.3K | 0.06% | +1,788+43.1% | Added |
| Titleist Asset Management, LLC | 5,916 | $474.0K | 0.05% | −291−4.7% | Reduced |
| Fruth Investment Management | 5,918 | $474.0K | 0.13% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $472.7K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,890 | $471.9K | 0.10% | +2,925+98.7% | Added |
| Searle & Co. | 5,887 | $471.7K | 0.13% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,880 | $471.1K | 0.05% | −126−2.1% | Reduced |
| ISAM Funds (UK) Ltd | 5,877 | $470.9K | 0.10% | −793−11.9% | Reduced |
| Texas Capital Bancshares Inc | 5,850 | $468.7K | 0.17% | −1,408−19.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 5,829 | $467.0K | 0.34% | +144+2.5% | Added |
| Peak Planning Group, LLC | 5,829 | $467.0K | 0.30% | +85+1.5% | Added |
| Alps Advisors Inc | 5,801 | $464.8K | 0.00% | −1,020−15.0% | Reduced |
| Novare Capital Management LLC | 5,789 | $463.8K | 0.04% | +1,457+33.6% | Added |
| Arrow Financial Corp | 5,787 | $463.7K | 0.05% | −112−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 5,780 | $463.1K | 0.01% | −7,800−57.4% | Reduced |
| Indiana Trust & Investment Management CO | 5,780 | $463.1K | 0.15% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 5,754 | $461.0K | 0.42% | −1,098−16.0% | Reduced |
| Cascade Financial Partners, LLC | 5,751 | $460.8K | 0.06% | −400−6.5% | Reduced |
| Blue Barn Wealth, LLC | 5,742 | $460.1K | 0.22% | +755+15.1% | Added |
| Mezzasalma Advisors, LLC | 5,730 | $459.1K | 0.14% | −13−0.2% | Reduced |
| Denver Wealth Management, Inc. | 5,730 | $459.1K | 0.19% | +8+0.1% | Added |
| 180 Wealth Advisors, LLC | 5,730 | $459.1K | 0.06% | −106−1.8% | Reduced |
| Oxford Asset Management LLP | 5,721 | $458.4K | 0.15% | +5,721 | New |
| Sonora Investment Management Group, LLC | 5,716 | $458.0K | 0.03% | +1,017+21.6% | Added |
| Nichols & Pratt Advisers LLP | 5,700 | $456.7K | 0.03% | −500−8.1% | Reduced |
| Security National Bank of So Dak | 5,699 | $456.6K | 0.25% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5,685 | $455.5K | 0.03% | +262+4.8% | Added |
| Forte Capital LLC | 5,683 | $455.3K | 0.05% | +609+12.0% | Added |
| Univest Financial Corp | 5,674 | $454.6K | 0.03% | −294−4.9% | Reduced |
| Traveka Wealth, LLC | 5,669 | $454.2K | 0.24% | +888+18.6% | Added |
| PFC Capital Group, Inc. | 5,673 | $454.0K | 0.21% | −153−2.6% | Reduced |
| G2 Capital Management, LLC | 5,652 | $452.8K | 0.13% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,647 | $452.4K | 0.15% | −657−10.4% | Reduced |
| Bradyco, Inc. | 5,630 | $451.1K | 0.33% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,600 | $448.7K | 0.05% | +739+15.2% | Added |
| First Command Advisory Services, Inc. | 5,574 | $446.6K | 0.00% | +323+6.2% | Added |
| Smith, Moore & Co. | 5,546 | $444.3K | 0.04% | +195+3.6% | Added |
| Wealth Management Associates, Inc. | 5,532 | $443.3K | 0.17% | 00.0% | Unchanged |
| Icapital Wealth LLC | 5,530 | $443.1K | 0.25% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,520 | $442.2K | 0.04% | −528−8.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $441.0K | 0.11% | 00.0% | Unchanged |
| Encompass More Asset Management | 5,476 | $438.7K | 0.10% | −3,448−38.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,472 | $438.4K | 0.00% | +14+0.3% | Added |
| Charter Capital Management, LLC | 5,471 | $438.3K | 0.26% | +5,471 | New |
| Arcataur Capital Management LLC | 5,459 | $437.4K | 0.14% | −25−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,450 | $436.7K | 0.06% | +477+9.6% | Added |
| Narwhal Capital Management | 5,446 | $436.3K | 0.04% | −46−0.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,436 | $435.5K | 0.12% | +5,436 | New |
| Detalus Advisors, LLC | 5,435 | $435.5K | 0.13% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,414 | $433.8K | 0.19% | +100+1.9% | Added |
| Duncan Williams Asset Management, LLC | 5,388 | $431.7K | 0.14% | −233−4.1% | Reduced |
| Mirador Capital Partners LP | 5,371 | $430.3K | 0.07% | +79+1.5% | Added |
| Parsons Capital Management Inc | 5,354 | $429.0K | 0.03% | −400−7.0% | Reduced |
| Community Trust & Investment Co | 5,332 | $427.2K | 0.02% | +198+3.9% | Added |
| Narus Financial Partners, LLC | 5,320 | $426.2K | 0.13% | +334+6.7% | Added |