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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 4,624 | $370.5K | 0.14% | −227−4.7% | Reduced |
| First Western Trust Bank | 4,622 | $370.3K | 0.02% | −19−0.4% | Reduced |
| Vaughan David Investments LLC | 4,613 | $370.0K | 0.01% | +244+5.6% | Added |
| Revolve Wealth Partners, LLC | 4,617 | $369.9K | 0.05% | −134−2.8% | Reduced |
| Beacon Financial Advisory LLC | 4,598 | $368.4K | 0.10% | +961+26.4% | Added |
| CoreFirst Bank & Trust | 4,585 | $367.4K | 0.21% | −340−6.9% | Reduced |
| Summit Wealth Group LLC | 4,579 | $366.9K | 0.09% | +4,579 | New |
| Naples Global Advisors, LLC | 4,564 | $365.7K | 0.03% | +4,564 | New |
| Prentiss Smith & Co Inc | 4,560 | $365.3K | 0.22% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $365.0K | 0.07% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 4,538 | $363.6K | 0.10% | +4,538 | New |
| Integral Investment Advisors, Inc. | 4,538 | $363.6K | 0.10% | 00.0% | Unchanged |
| True Vision MN LLC | 4,525 | $362.5K | 0.20% | +138+3.1% | Added |
| North Berkeley Wealth Management, LLC | 4,511 | $361.4K | 0.33% | −2,186−32.6% | Reduced |
| Dempze Nancy E | 4,500 | $360.5K | 0.21% | −200−4.3% | Reduced |
| Strategy Asset Managers LLC | 4,498 | $360.4K | 0.07% | +4,498 | New |
| Concentrum Wealth Management | 4,496 | $360.2K | 0.11% | −65−1.4% | Reduced |
| MKT Advisors LLC | 4,420 | $360.2K | 0.14% | −304−6.4% | Reduced |
| GW&K Investment Management, LLC | 4,490 | $360.0K | 0.00% | +561+14.3% | Added |
| Optiver Holding B.V. | 4,493 | $360.0K | 0.01% | −151,880−97.1% | Reduced |
| Private Wealth Group, LLC | 4,490 | $359.7K | 0.19% | +320+7.7% | Added |
| Charter Trust Co | 4,480 | $358.9K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,469 | $358.1K | 0.02% | −202−4.3% | Reduced |
| Johnson & White Wealth Management, LLC | 4,474 | $358.0K | 0.18% | +24+0.5% | Added |
| Southland Equity Partners LLC | 4,466 | $357.8K | 0.08% | +6+0.1% | Added |
| Osterweis Capital Management Inc | 4,457 | $357.1K | 0.02% | +2,464+123.6% | Added |
| Oakworth Capital, Inc. | 4,438 | $355.6K | 0.02% | −1,790−28.7% | Reduced |
| First American Bank | 4,422 | $354.3K | 0.02% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 4,421 | $354.2K | 0.07% | −947−17.6% | Reduced |
| Formidable Asset Management, LLC | 4,934 | $354.2K | 0.06% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,419 | $354.1K | 0.10% | −68−1.5% | Reduced |
| Check Capital Management Inc | 4,413 | $353.6K | 0.02% | −500−10.2% | Reduced |
| Root Financial Partners, LLC | 4,412 | $353.5K | 0.03% | +1,214+38.0% | Added |
| Colonial Trust Advisors | 4,409 | $353.2K | 0.03% | +529+13.6% | Added |
| Lewis Asset Management, LLC | 4,407 | $353.1K | 0.17% | +4,407 | New |
| CRA Financial Services, LLC | 4,402 | $352.7K | 0.05% | +523+13.5% | Added |
| Kelly Lawrence W & Associates Inc | 4,400 | $352.5K | 0.09% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $352.5K | 0.13% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,366 | $352.1K | 0.06% | −29−0.7% | Reduced |
| Accelerate Investment Advisors LLC | 4,393 | $352.0K | 0.26% | −456−9.4% | Reduced |
| Stonebrook Private Inc. | 4,393 | $352.0K | 0.08% | −108−2.4% | Reduced |
| Seeds Investor LLC | 4,385 | $351.3K | 0.08% | +620+16.5% | Added |
| Caldwell Sutter Capital, Inc. | 4,369 | $350.0K | 0.16% | −148−3.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 4,368 | $350.0K | 0.24% | −42−1.0% | Reduced |
| Brown Miller Wealth Management, LLC | 4,364 | $349.7K | 0.11% | +4,364 | New |
| Omnia Family Wealth, LLC | 4,349 | $348.4K | 0.13% | +360+9.0% | Added |
| Family Management Corp | 4,336 | $347.4K | 0.05% | +4,336 | New |
| Leuthold Group, LLC | 4,334 | $347.2K | 0.04% | −368−7.8% | Reduced |
| Evolution Advisers, Inc. | 4,334 | $347.0K | 0.17% | −108−2.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,324 | $346.4K | 0.11% | −312−6.7% | Reduced |
| Professional Financial Advisors, LLC | 4,321 | $346.2K | 0.08% | +22+0.5% | Added |
| Impact Capital Partners LLC | 4,298 | $344.4K | 0.11% | +330+8.3% | Added |
| Ballast, Inc. | 4,295 | $344.1K | 0.09% | −1,395−24.5% | Reduced |
| Ameliora Wealth Management Ltd. | 4,294 | $344.0K | 0.12% | 00.0% | Unchanged |
| Destination Wealth Management | 4,291 | $343.8K | 0.01% | −495−10.3% | Reduced |
| IFG Advisors, LLC | 4,280 | $342.9K | 0.06% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 4,278 | $342.8K | 0.08% | +1,584+58.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $342.5K | 0.16% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,257 | $341.0K | 0.02% | +252+6.3% | Added |
| Chesapeake Wealth Management | 4,240 | $339.7K | 0.11% | −100−2.3% | Reduced |
| Verity & Verity, LLC | 4,230 | $338.9K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 4,225 | $338.5K | 0.03% | −550−11.5% | Reduced |
| Weinberger Asset Management, Inc | 4,221 | $338.2K | 0.13% | −50−1.2% | Reduced |
| Centurion Wealth Management LLC | 4,217 | $337.8K | 0.10% | +78+1.9% | Added |
| Consolidated Planning Corp | 4,213 | $337.5K | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,203 | $336.7K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,181 | $335.0K | 0.09% | +11+0.3% | Added |
| Laraway Financial Inc | 4,180 | $334.9K | 0.25% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,168 | $333.9K | 0.00% | −216−4.9% | Reduced |
| Grove Bank & Trust | 4,168 | $333.9K | 0.04% | +120+3.0% | Added |
| Blue Bell Private Wealth Management, LLC | 4,160 | $333.3K | 0.06% | +32+0.8% | Added |
| Centerpoint Advisory Group | 4,159 | $333.2K | 0.29% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 4,156 | $333.0K | 0.07% | +54+1.3% | Added |
| Ellis Investment Partners, LLC | 4,153 | $332.7K | 0.06% | +20.0% | Added |
| Tillman Hartley LLC | 4,147 | $332.3K | 0.09% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,138 | $331.5K | 0.10% | +1,091+35.8% | Added |
| KFG Wealth Management, LLC | 4,123 | $330.4K | 0.05% | +4,123 | New |
| Ipswich Investment Management Co., Inc. | 4,101 | $328.6K | 0.08% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $328.5K | 0.22% | −125−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 4,100 | $328.5K | 0.03% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,093 | $328.0K | 0.06% | +1,000+32.3% | Added |
| Magnolia Capital Advisors LLC | 4,089 | $327.6K | 0.08% | +521+14.6% | Added |
| Sargent Investment Group, LLC | 4,220 | $327.5K | 0.04% | −35−0.8% | Reduced |
| EdgeRock Capital LLC | 4,083 | $327.3K | 0.10% | +4,083 | New |
| Heritage Investors Management Corp | 4,081 | $327.0K | 0.01% | +4,081 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 4,079 | $326.8K | 0.05% | −12−0.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,075 | $326.5K | 0.18% | −76−1.8% | Reduced |
| Tyler-Stone Wealth Management | 4,069 | $326.0K | 0.05% | −287−6.6% | Reduced |
| Ssi Investment Management LLC | 4,057 | $325.0K | 0.02% | −2,805−40.9% | Reduced |
| Twin Focus Capital Partners, LLC | 4,047 | $324.2K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 4,047 | $324.2K | 0.07% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 4,038 | $323.5K | 0.26% | +4,038 | New |
| Power Wealth Management LLC | 4,031 | $323.0K | 0.12% | +593+17.2% | Added |
| LifeWealth Investments, LLC | 4,030 | $322.9K | 0.06% | +4,030 | New |
| Peddock Capital Advisors, LLC | 4,024 | $322.4K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,007 | $322.0K | 0.01% | +4+0.1% | Added |
| James Hambro & Partners | 4,019 | $321.8K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 4,011 | $321.4K | 0.10% | +804+25.1% | Added |
| tru Independence LLC | 4,009 | $321.2K | 0.09% | −250−5.9% | Reduced |
| First Foundation Advisors | 4,003 | $320.7K | 0.01% | +4,003 | New |