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 |
|---|---|---|---|---|---|
| United Bank | 4,000 | $320.5K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $320.5K | 0.16% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,988 | $319.5K | 0.06% | +210+5.6% | Added |
| Citizens Business Bank | 3,989 | $319.4K | 0.06% | +645+19.3% | Added |
| First Pacific Financial | 3,979 | $318.8K | 0.05% | −66−1.6% | Reduced |
| 10Elms LLP | 3,971 | $318.2K | 0.30% | +270+7.3% | Added |
| Buck Wealth Strategies, LLC | 3,970 | $318.1K | 0.05% | +701+21.4% | Added |
| Ellenbecker Investment Group | 3,964 | $317.7K | 0.05% | +20+0.5% | Added |
| Towerpoint Wealth, LLC | 3,946 | $316.2K | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,945 | $316.1K | 0.00% | −275,110−98.6% | Reduced |
| Bell Investment Advisors, Inc | 3,944 | $316.0K | 0.05% | +1,159+41.6% | Added |
| Financial Management Network Inc | 3,770 | $315.2K | 0.06% | +3,770 | New |
| Financial Security Advisor, Inc. | 3,925 | $314.5K | 0.07% | +86+2.2% | Added |
| Camden National Bank | 3,922 | $314.2K | 0.05% | −117−2.9% | Reduced |
| Paradigm Capital Management, LLC | 3,914 | $314.0K | 0.31% | 00.0% | Unchanged |
| First Financial Group Corp | 3,912 | $313.5K | 0.31% | −697−15.1% | Reduced |
| Wealth Management Partners, LLC | 3,805 | $313.3K | 0.11% | +128+3.5% | Added |
| Newman Dignan & Sheerar, Inc. | 3,906 | $312.9K | 0.07% | −124−3.1% | Reduced |
| Vicus Capital | 3,888 | $311.5K | 0.03% | +15+0.4% | Added |
| Cozad Asset Management Inc | 3,887 | $311.4K | 0.03% | +727+23.0% | Added |
| Fedenia Advisers LLC | 3,884 | $311.2K | 0.15% | −13−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 3,877 | $310.6K | 0.02% | −64−1.6% | Reduced |
| Centennial Wealth Advisory LLC | 3,866 | $310.4K | 0.10% | +61+1.6% | Added |
| Cooper Capital Advisors LLC | 3,867 | $309.8K | 0.30% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,866 | $309.7K | 0.12% | +178+4.8% | Added |
| Thompson Davis & Co., Inc. | 3,856 | $308.9K | 0.21% | +3,856 | New |
| Brandywine Oak Private Wealth LLC | 3,853 | $308.7K | 0.03% | −7,084−64.8% | Reduced |
| Aviance Capital Partners, LLC | 3,831 | $306.9K | 0.04% | −485−11.2% | Reduced |
| Madrona Financial Services, LLC | 3,830 | $306.9K | 0.07% | +212+5.9% | Added |
| Petix & Botte Co | 3,828 | $306.7K | 0.08% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3,828 | $306.7K | 0.37% | +13+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 3,827 | $306.6K | 0.21% | +3+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,824 | $306.4K | 0.21% | +141+3.8% | Added |
| United Wealth Management, LLC | 3,818 | $305.9K | 0.09% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 3,811 | $305.3K | 0.16% | +11+0.3% | Added |
| Wealthquest Corp | 3,810 | $305.3K | 0.02% | +134+3.6% | Added |
| Front Street Capital Management, Inc. | 3,805 | $305.0K | 0.06% | −225−5.6% | Reduced |
| Davis Investment Partners, LLC | 3,738 | $304.6K | 0.11% | +3,738 | New |
| Alan B. Lancz & Associates, Inc. | 3,800 | $304.5K | 0.30% | 00.0% | Unchanged |
| Brio Consultants, LLC | 3,796 | $304.2K | 0.04% | 00.0% | Unchanged |
| Capital Square, LLC | 3,668 | $302.8K | 0.16% | −800−17.9% | Reduced |
| Trust Co of Virginia | 3,776 | $302.5K | 0.03% | +300+8.6% | Added |
| Grove Street Fiduciary, LLC | 3,766 | $301.7K | 0.15% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,791 | $301.4K | 0.27% | −54−1.4% | Reduced |
| Outlook Wealth Advisors, LLC | 3,759 | $301.2K | 0.08% | +19+0.5% | Added |
| Granite Harbor Advisors, Inc. | 3,743 | $299.9K | 0.14% | +417+12.5% | Added |
| DecisionMap Wealth Management, LLC | 3,742 | $299.8K | 0.21% | +3,742 | New |
| Victory Financial Group, LLC | 3,734 | $299.2K | 0.05% | −74−1.9% | Reduced |
| Klingman & Associates, LLC | 3,734 | $299.2K | 0.02% | +3,734 | New |
| Five Oceans Advisors | 3,723 | $298.3K | 0.13% | −505−11.9% | Reduced |
| X-Square Capital, LLC | 3,717 | $298.0K | 0.11% | −149−3.9% | Reduced |
| Ibex Wealth Advisors | 3,710 | $297.3K | 0.03% | −11,037−74.8% | Reduced |
| MBB Public Markets I LLC | 3,706 | $296.9K | 0.03% | −835−18.4% | Reduced |
| Beck Mack & Oliver LLC | 3,682 | $295.0K | 0.01% | −400−9.8% | Reduced |
| VisionPoint Advisory Group, LLC | 3,676 | $294.5K | 0.06% | +3,676 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,670 | $294.0K | 0.08% | +230+6.7% | Added |
| Beaumont Financial Advisors, LLC | 3,662 | $293.4K | 0.02% | +530+16.9% | Added |
| Koss-Olinger Consulting, LLC | 3,660 | $293.3K | 0.02% | −1,258−25.6% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $293.2K | 0.25% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,658 | $293.1K | 0.02% | −569−13.5% | Reduced |
| Redwood Investment Management, LLC | 3,652 | $293.0K | 0.03% | −2,745−42.9% | Reduced |
| Saxon Interests, Inc. | 4,081 | $293.0K | 0.14% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,655 | $292.8K | 0.13% | +129+3.7% | Added |
| Juncture Wealth Strategies, LLC | 3,650 | $292.4K | 0.10% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,649 | $292.4K | 0.11% | −108−2.9% | Reduced |
| Seed Wealth Management, Inc. | 3,643 | $291.9K | 0.22% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,639 | $291.6K | 0.03% | +19+0.5% | Added |
| Endowment Wealth Management, Inc. | 3,638 | $291.5K | 0.15% | −22−0.6% | Reduced |
| Convergence Financial, LLC | 3,636 | $291.3K | 0.05% | +268+8.0% | Added |
| Lifelong Wealth Advisors, Inc. | 3,630 | $290.8K | 0.10% | +104+2.9% | Added |
| Boston Family Office LLC | 3,623 | $290.0K | 0.02% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 3,618 | $289.8K | 0.18% | +832+29.9% | Added |
| Eagle Wealth Strategies LLC | 3,599 | $288.4K | 0.16% | −20−0.6% | Reduced |
| SWP Financial LLC | 3,597 | $288.2K | 0.16% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 3,584 | $287.2K | 0.22% | +3,584 | New |
| WT Wealth Management | 3,582 | $287.0K | 0.09% | +306+9.3% | Added |
| Heritage Wealth Management, Inc. | 3,580 | $286.8K | 0.09% | −375−9.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,579 | $286.8K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,572 | $286.2K | 0.01% | +166+4.9% | Added |
| BIP Wealth, LLC | 3,570 | $286.0K | 0.02% | −1,996−35.9% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,549 | $284.3K | 0.27% | +45+1.3% | Added |
| BXM Wealth LLC | 3,545 | $284.0K | 0.34% | +269+8.2% | Added |
| Wedgewood Investors Inc | 3,543 | $283.9K | 0.33% | −141−3.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,504 | $280.7K | 0.10% | −531−13.2% | Reduced |
| Custom Index Systems, LLC | 3,500 | $280.4K | 0.13% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,497 | $280.2K | 0.02% | −1,542−30.6% | Reduced |
| Vista Private Wealth Partners. LLC | 3,496 | $280.1K | 0.09% | +3,496 | New |
| Hazlett, Burt & Watson, Inc. | 3,495 | $280.0K | 0.11% | −539−13.4% | Reduced |
| McMill Wealth Management | 3,491 | $280.0K | 0.09% | +12+0.3% | Added |
| Regal Investment Advisors LLC | 3,491 | $279.7K | 0.02% | −439−11.2% | Reduced |
| Northstar Group, Inc. | 3,474 | $278.3K | 0.04% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 3,473 | $278.3K | 0.17% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,469 | $277.9K | 0.03% | +10.0% | Added |
| SFE Investment Counsel | 3,467 | $277.8K | 0.05% | +68+2.0% | Added |
| Phillips Wealth Planners LLC | 3,403 | $277.7K | 0.25% | +3,403 | New |
| First Interstate Bank | 3,462 | $277.4K | 0.02% | −24−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,457 | $277.0K | 0.03% | −387−10.1% | Reduced |
| Ashton Thomas Securities, LLC | 3,457 | $277.0K | 0.07% | −273−7.3% | Reduced |
| Amarillo National Bank | 3,450 | $276.4K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,448 | $276.3K | 0.02% | −430−11.1% | Reduced |