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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 5,312 | $425.6K | 0.02% | +1,310+32.7% | Added |
| Millennium Capital Advisors, LLC | 5,310 | $425.4K | 0.28% | +10+0.2% | Added |
| Intrust Bank NA | 5,302 | $424.9K | 0.04% | −1,543−22.5% | Reduced |
| Constitution Capital LLC | 5,300 | $424.6K | 0.22% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,284 | $423.3K | 0.06% | −106−2.0% | Reduced |
| Sym Financial Corp | 5,272 | $422.4K | 0.05% | +364+7.4% | Added |
| 111 Capital | 5,269 | $422.2K | 0.07% | +5,269 | New |
| Mosaic Family Wealth Partners, LLC | 5,268 | $422.1K | 0.05% | +129+2.5% | Added |
| First Financial Corp | 5,255 | $421.0K | 0.19% | −136−2.5% | Reduced |
| Smithfield Trust Co | 5,254 | $421.0K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,250 | $420.6K | 0.14% | +142+2.8% | Added |
| Ullmann Financial Group, Inc. | 5,239 | $419.7K | 0.05% | +337+6.9% | Added |
| Washington Trust Advisors, Inc. | 5,234 | $419.3K | 0.03% | +22+0.4% | Added |
| Great Waters Wealth Management | 5,213 | $417.7K | 0.05% | +97+1.9% | Added |
| Mma Asset Management LLC | 5,210 | $417.4K | 0.16% | −100−1.9% | Reduced |
| Matrix Private Capital Group LLC | 5,209 | $417.3K | 0.25% | −73−1.4% | Reduced |
| Wellspring Financial Advisors, LLC | 5,200 | $416.7K | 0.04% | +5,200 | New |
| Marino, Stram & Associates LLC | 5,198 | $416.5K | 0.08% | +22+0.4% | Added |
| Americana Partners, LLC | 5,197 | $416.4K | 0.01% | −52−1.0% | Reduced |
| GK Wealth Management LLC | 5,195 | $416.2K | 0.41% | −150−2.8% | Reduced |
| Ayrshire Capital Management LLC | 5,193 | $416.1K | 0.20% | +1,493+40.4% | Added |
| First Heartland Consultants, Inc. | 5,189 | $415.7K | 0.04% | +97+1.9% | Added |
| Northeast Financial Consultants Inc | 5,186 | $415.5K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,184 | $415.3K | 0.05% | +229+4.6% | Added |
| WoodTrust Financial Corp | 5,166 | $414.0K | 0.06% | −994−16.1% | Reduced |
| Raelipskie Partnership | 5,165 | $413.8K | 0.19% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 5,160 | $413.5K | 0.21% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,158 | $413.3K | 0.06% | +1,567+43.6% | Added |
| Eagle Harbor Asset Management Inc | 5,157 | $413.2K | 0.40% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 5,148 | $412.5K | 0.07% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,141 | $411.8K | 0.12% | +24+0.5% | Added |
| OneAscent Investment Solutions LLC | 5,135 | $411.0K | 0.44% | −232−4.3% | Reduced |
| Ameriflex Group, Inc. | 5,134 | $410.5K | 0.22% | −422−7.6% | Reduced |
| Burt Wealth Advisors | 5,101 | $408.7K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,094 | $408.1K | 0.00% | −209,444−97.6% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $406.9K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,038 | $406.6K | 0.05% | +5,038 | New |
| Ewa, LLC | 5,075 | $406.6K | 0.13% | +21+0.4% | Added |
| Fortem Financial Group, LLC | 5,059 | $405.3K | 0.13% | −1,700−25.2% | Reduced |
| Moloney Securities Asset Management, LLC | 5,054 | $404.9K | 0.05% | −212−4.0% | Reduced |
| Willner & Heller, LLC | 5,050 | $404.6K | 0.34% | +27+0.5% | Added |
| Sentinus, LLC | 5,016 | $401.9K | 0.10% | +230+4.8% | Added |
| Walker Asset Management, LLC | 5,006 | $401.1K | 0.23% | +23+0.5% | Added |
| Quinn Opportunity Partners LLC | 5,000 | $400.6K | 0.03% | −43,471−89.7% | Reduced |
| Puzo Michael J | 5,000 | $400.6K | 0.11% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $400.6K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,997 | $400.4K | 0.01% | +10+0.2% | Added |
| Golden State Wealth Management, LLC | 4,995 | $400.2K | 0.05% | −80−1.6% | Reduced |
| Quantum Financial Advisors, LLC | 4,994 | $400.1K | 0.05% | −4−0.1% | Reduced |
| Maripau Wealth Management LLC | 4,988 | $399.5K | 0.20% | +600+13.7% | Added |
| KWB Wealth | 5,541 | $397.8K | 0.05% | −195−3.4% | Reduced |
| WSFS Capital Management, LLC | 4,963 | $397.6K | 0.02% | +511+11.5% | Added |
| Paradigm Financial Partners, LLC | 4,962 | $397.6K | 0.04% | +804+19.3% | Added |
| Howard Capital Management Group, LLC | 4,950 | $396.6K | 0.03% | −500−9.2% | Reduced |
| Founders Financial Alliance, LLC | 4,942 | $395.9K | 0.09% | −1,479−23.0% | Reduced |
| CoreCap Advisors, LLC | 4,938 | $395.6K | 0.02% | −2,155−30.4% | Reduced |
| Salomon & Ludwin, LLC | 4,796 | $395.0K | 0.04% | −353−6.9% | Reduced |
| R Squared Ltd | 4,927 | $394.8K | 0.22% | +4,927 | New |
| Chapin Davis, Inc. | 4,923 | $394.4K | 0.11% | −15−0.3% | Reduced |
| Klingenstein Fields & Co LP | 4,918 | $394.0K | 0.02% | −288−5.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,907 | $393.1K | 0.11% | +202+4.3% | Added |
| 49 Wealth Management, LLC | 4,902 | $392.7K | 0.04% | +33+0.7% | Added |
| Sachetta, LLC | 4,899 | $392.5K | 0.16% | +109+2.3% | Added |
| AA Financial Advisors, LLC | 4,898 | $392.4K | 0.08% | +1,791+57.6% | Added |
| Green Square Capital Advisors LLC | 4,884 | $391.3K | 0.05% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 4,881 | $391.1K | 0.07% | +25+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,877 | $390.7K | 0.03% | +12+0.2% | Added |
| Harvest Investment Services, LLC | 4,876 | $390.7K | 0.09% | +164+3.5% | Added |
| AssuredPartners Investment Advisors, LLC | 4,867 | $390.0K | 0.10% | −837−14.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,763 | $388.6K | 0.08% | +44+0.9% | Added |
| Jacksonville Wealth Management, LLC | 4,850 | $388.6K | 0.31% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 4,848 | $388.4K | 0.26% | +22+0.5% | Added |
| Successful Portfolios LLC | 4,845 | $388.2K | 0.24% | +10.0% | Added |
| MinichMacGregor Wealth Management, LLC | 4,845 | $388.2K | 0.08% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4,812 | $386.0K | 0.05% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,807 | $385.2K | 0.32% | +262+5.8% | Added |
| Beta Wealth Group, Inc. | 4,802 | $384.7K | 0.14% | +102+2.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $384.6K | 0.20% | +300+6.7% | Added |
| Talisman Wealth Advisors LLC | 4,775 | $382.6K | 0.35% | +200+4.4% | Added |
| Tounjian Advisory Partners, LLC | 5,322 | $382.1K | 0.07% | −136−2.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,766 | $381.8K | 0.02% | +10.0% | Added |
| Gould Asset Management LLC | 4,757 | $381.1K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,732 | $379.1K | 0.18% | +3+0.1% | Added |
| Gradient Capital Advisors, LLC | 4,720 | $378.1K | 0.11% | +580+14.0% | Added |
| New Wave Wealth Advisors LLC | 4,718 | $378.0K | 0.16% | −47−1.0% | Reduced |
| Genesis Private Wealth, LLC | 4,715 | $377.8K | 0.18% | +1,621+52.4% | Added |
| High Net Worth Advisory Group LLC | 4,700 | $377.2K | 0.10% | +4,700 | New |
| AlTi Global, Inc. | 4,680 | $376.6K | 0.01% | −752−13.8% | Reduced |
| Partners Wealth Management, LLC | 5,281 | $376.6K | 0.43% | 00.0% | Unchanged |
| Founders Capital Management | 4,697 | $376.3K | 0.23% | −245−5.0% | Reduced |
| Ariadne Wealth Management, LP | 4,795 | $375.6K | 0.18% | +1,351+39.2% | Added |
| ORG Partners LLC | 4,619 | $375.1K | 0.08% | +3,086+201.3% | Added |
| Ellevest, Inc. | 4,679 | $374.9K | 0.06% | −452−8.8% | Reduced |
| Cardinal Point Capital Management, ULC | 4,675 | $374.6K | 0.03% | +4,675 | New |
| Alternative Investment Advisors, LLC. | 4,671 | $374.2K | 0.19% | +15+0.3% | Added |
| Mechanics Bank Trust Department | 4,665 | $373.8K | 0.05% | −5,888−55.8% | Reduced |
| Buckhead Capital Management LLC | 4,664 | $373.7K | 0.14% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,656 | $373.0K | 0.04% | +138+3.1% | Added |
| Bruce G. Allen Investments, LLC | 4,640 | $371.8K | 0.28% | +53+1.2% | Added |
| Apexium Financial, LP | 4,628 | $370.8K | 0.02% | +668+16.9% | Added |