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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 3,434 | $275.1K | 0.12% | −18−0.5% | Reduced |
| Lifeworks Advisors, LLC | 3,430 | $274.8K | 0.04% | +145+4.4% | Added |
| BetterWealth, LLC | 3,421 | $274.1K | 0.07% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 3,351 | $274.1K | 0.07% | +472+16.4% | Added |
| Lionshead Wealth Management, LLC | 3,420 | $274.0K | 0.25% | −32−0.9% | Reduced |
| BCS Wealth Management | 3,420 | $274.0K | 0.06% | +3,420 | New |
| MJP Associates Inc | 3,415 | $273.6K | 0.04% | +351+11.5% | Added |
| Consilio Wealth Advisors, LLC | 3,441 | $273.6K | 0.10% | +32+0.9% | Added |
| Capital Advisors, Ltd. LLC | 3,402 | $273.0K | 0.03% | +70+2.1% | Added |
| Wealth Dimensions Group, Ltd. | 3,396 | $272.1K | 0.06% | +155+4.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,400 | $272.0K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 3,394 | $271.9K | 0.01% | +10.0% | Added |
| Princeton Capital Management LLC | 3,378 | $270.6K | 0.08% | +3,378 | New |
| Claret Asset Management Corp | 3,365 | $270.0K | 0.03% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,362 | $269.4K | 0.07% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 3,352 | $268.6K | 0.19% | +20+0.6% | Added |
| Trilogy Capital Inc. | 3,351 | $268.5K | 0.01% | +337+11.2% | Added |
| Pacific Sage Partners, LLC | 3,348 | $268.2K | 0.05% | +77+2.4% | Added |
| Atlas Legacy Advisors, LLC | 3,341 | $267.7K | 0.06% | −145−4.2% | Reduced |
| Avenue 1 Advisors, LLC | 3,328 | $266.6K | 0.09% | +310+10.3% | Added |
| LeConte Wealth Management, LLC | 3,328 | $266.6K | 0.18% | +3,328 | New |
| D'Orazio & Associates, Inc. | 3,318 | $265.8K | 0.04% | −2−0.1% | Reduced |
| Aletheian Wealth Advisors LLC | 3,316 | $265.7K | 0.13% | +41+1.3% | Added |
| Sandy Cove Advisors, LLC | 3,314 | $265.5K | 0.10% | +481+17.0% | Added |
| Tempus Wealth Planning, LLC | 3,311 | $265.3K | 0.07% | +20+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,303 | $264.7K | 0.03% | −3,520−51.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,301 | $264.5K | 0.21% | −140−4.1% | Reduced |
| Washington Capital Management Inc | 3,300 | $264.4K | 0.20% | 00.0% | Unchanged |
| United Bank | 3,294 | $263.9K | 0.10% | −64−1.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,291 | $263.7K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,290 | $263.6K | 0.10% | −150−4.4% | Reduced |
| Rise Advisors, LLC | 3,287 | $263.4K | 0.10% | −85−2.5% | Reduced |
| Bangor Savings Bank | 3,285 | $263.2K | 0.02% | −33−1.0% | Reduced |
| HC Advisors, LLC | 3,284 | $263.2K | 0.19% | −715−17.9% | Reduced |
| Hara Capital LLC | 3,273 | $262.2K | 0.16% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,264 | $261.5K | 0.14% | −62−1.9% | Reduced |
| Financial Advisory Corp | 3,254 | $261.0K | 0.08% | +6+0.2% | Added |
| Paragon Capital Management Ltd | 3,256 | $260.9K | 0.05% | 00.0% | Unchanged |
| Builder Investment Group Inc | 3,250 | $260.4K | 0.06% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,244 | $259.9K | 0.03% | +3,244 | New |
| FSM Wealth Advisors, LLC | 3,151 | $259.5K | 0.04% | +3,151 | New |
| Hoxton Planning & Management, LLC | 3,238 | $259.4K | 0.09% | +9+0.3% | Added |
| Nixon Peabody Trust Co | 3,236 | $259.3K | 0.02% | +3,236 | New |
| Souders Financial Advisors | 3,233 | $259.1K | 0.03% | +3,233 | New |
| Vivaldi Capital Management, LLC | 3,229 | $258.7K | 0.04% | +165+5.4% | Added |
| Capstone Financial Advisors, Inc. | 3,228 | $258.6K | 0.01% | +10.0% | Added |
| Navis Wealth Advisors, LLC | 3,225 | $258.4K | 0.22% | +3,225 | New |
| Canvas Wealth Advisors, LLC | 3,109 | $258.3K | 0.05% | +3,109 | New |
| Penserra Capital Management LLC | 3,224 | $257.0K | 0.00% | −559−14.8% | Reduced |
| Embree Financial Group | 3,204 | $256.7K | 0.04% | +79+2.5% | Added |
| Sutton Place Investors LLC | 3,201 | $256.5K | 0.15% | +3,201 | New |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $256.2K | 0.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,083 | $256.1K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,189 | $255.5K | 0.00% | −10,000−75.8% | Reduced |
| Brave Asset Management Inc | 3,187 | $255.3K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,203 | $254.7K | 0.02% | −1,659−34.1% | Reduced |
| City State Bank | 3,179 | $254.7K | 0.08% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 3,179 | $254.7K | 0.09% | +132+4.3% | Added |
| Catalyst Capital Advisors LLC | 3,173 | $254.2K | 0.01% | +1,067+50.7% | Added |
| Forza Wealth Management, LLC | 3,164 | $253.5K | 0.10% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,162 | $253.4K | 0.20% | +54+1.7% | Added |
| ESL Trust Services, LLC | 3,162 | $253.3K | 0.05% | −88−2.7% | Reduced |
| Patton Fund Management, Inc. | 3,158 | $253.0K | 0.06% | +3,158 | New |
| Atwood & Palmer Inc | 3,156 | $252.9K | 0.02% | +231+7.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,155 | $252.8K | 0.06% | +3,155 | New |
| Optivise Advisory Services LLC | 3,153 | $252.7K | 0.13% | +303+10.6% | Added |
| Waller Financial Planning Group, Inc | 3,151 | $252.4K | 0.06% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,143 | $251.8K | 0.01% | −13−0.4% | Reduced |
| Blue Fin Capital, Inc. | 3,143 | $251.8K | 0.04% | +3,143 | New |
| Northwest Bancshares, Inc. | 3,139 | $251.5K | 0.04% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 3,139 | $251.5K | 0.18% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,135 | $251.2K | 0.00% | −1,905−37.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,133 | $251.0K | 0.04% | −300−8.7% | Reduced |
| McLean Asset Management Corp | 3,048 | $251.0K | 0.07% | +3,048 | New |
| Hutchinson Financial Advisors, INC | 3,129 | $250.7K | 0.28% | +3,129 | New |
| Hummer Financial Advisory Services Inc | 3,126 | $250.5K | 0.19% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,115 | $250.0K | 0.10% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,120 | $250.0K | 0.10% | +3,120 | New |
| Horst & Graben Wealth Management LLC | 3,119 | $249.9K | 0.04% | +74+2.4% | Added |
| Silver Oak Securities, Inc | 3,119 | $249.9K | 0.02% | +75+2.5% | Added |
| Omnitrust Wealth Management, Inc | 3,016 | $249.2K | 0.30% | +3,016 | New |
| Virtu Financial LLC | 3,112 | $249.0K | 0.01% | +3,112 | New |
| Ethos Financial Group, LLC | 3,098 | $248.2K | 0.02% | +247+8.7% | Added |
| Facet Wealth, Inc. | 3,071 | $247.6K | 0.01% | +3,071 | New |
| Northern Capital Management, Inc. | 3,090 | $247.6K | 0.15% | +6+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 3,087 | $247.3K | 0.07% | +17+0.6% | Added |
| BSW Wealth Partners | 3,086 | $247.2K | 0.03% | +4+0.1% | Added |
| Sunburst Financial Group, LLC | 3,086 | $247.2K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 3,084 | $247.1K | 0.03% | −93−2.9% | Reduced |
| Sculati Wealth Management, LLC | 3,074 | $246.3K | 0.09% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 3,072 | $246.1K | 0.10% | −34−1.1% | Reduced |
| Triad Wealth Partners, LLC | 3,072 | $246.1K | 0.05% | +3,072 | New |
| International Private Wealth Advisors LLC | 3,069 | $245.9K | 0.21% | +3,069 | New |
| May Hill Capital, LLC | 3,064 | $245.5K | 0.08% | +3,064 | New |
| Panoramic Capital Partners, LLC | 2,925 | $244.5K | 0.17% | +2,925 | New |
| Leelyn Smith, LLC | 3,050 | $244.4K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,045 | $244.0K | 0.02% | −2,000−39.6% | Reduced |
| Apriem Advisors | 3,040 | $243.6K | 0.03% | −37−1.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,040 | $243.5K | 0.06% | −20−0.7% | Reduced |
| Advisory Resource Group | 3,030 | $242.7K | 0.05% | −38−1.2% | Reduced |