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Livermore
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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.

Institutional holdersQ2 2025: 2,633 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,995 institutionsQ3 2023: 1,975 institutionsQ4 2023: 2,153 institutionsQ1 2024: 2,204 institutionsQ2 2024: 2,263 institutionsQ3 2024: 2,247 institutionsQ4 2024: 2,563 institutionsQ1 2025: 2,559 institutionsQ2 2025: 2,633 institutionsQ3 2025: 2,663 institutionsQ4 2025: 2,910 institutionsQ1 2026: 2,827 institutionsQ2 2026: 2,882 institutions
Value heldQ2 2025: $199.2B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,827$184.0B
Q4 20252,910$223.9B
Q3 20252,663$200.3B
Q2 20252,633$199.2B
Q1 20252,559$180.8B
Q4 20242,563$177.5B
Q3 20242,247$142.8B
Q2 20242,263$152.8B
Q1 20242,204$154.8B
Q4 20232,153$133.4B
Q3 20231,975$110.1B
Q2 20231,995$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2025.

Institutions holding WFC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Goldstone Financial Group, LLC2,902$242.6K0.03%−322−10.0%Reduced
Hickory Point Bank & Trust3,027$242.5K0.20%00.0%Unchanged
City Center Advisors, LLC3,026$242.4K0.26%−900−22.9%Reduced
Tobias Financial Advisors, Inc.3,022$242.1K0.04%+202+7.2%Added
Headinvest, LLC3,021$242.0K0.05%−184−5.7%Reduced
Wellington Capital Management, Inc.3,015$242.0K0.36%+3,015New
RW Investment Management LLC3,014$241.5K0.03%+142+4.9%Added
Green Harvest Asset Management LLC3,011$241.2K0.00%−1,214−28.7%Reduced
Investment Advisory Services Inc3,008$241.0K0.08%+208+7.4%Added
Hengehold Capital Management LLC3,002$240.5K0.02%+2+0.1%Added
Torray LLC3,000$240.4K0.03%00.0%Unchanged
Foster & Motley Inc2,993$240.0K0.01%+31+1.0%Added
Bordeaux Wealth Advisors LLC2,993$239.8K0.03%−296−9.0%Reduced
North Capital, Inc.2,990$239.6K0.21%−4−0.1%Reduced
Braun-Bostich & Associates Inc.2,986$239.2K0.16%−453−13.2%Reduced
Asset Planning,Inc2,985$239.2K0.18%+14+0.5%Added
CPA Asset Management LLC2,980$238.8K0.10%00.0%Unchanged
Challenger Wealth Management2,979$238.7K0.17%+24+0.8%Added
SOA Wealth Advisors, LLC.2,978$238.6K0.04%−100−3.2%Reduced
RDA Financial Network2,966$237.6K0.06%−11−0.4%Reduced
BNC Wealth Management, LLC2,966$237.6K0.07%00.0%Unchanged
Old Mission Investment Co LLC2,966$237.6K0.06%+7+0.2%Added
Baldwin Investment Management, LLC2,964$237.4K0.03%−194−6.1%Reduced
Sovereign Financial Group, Inc.2,960$237.2K0.05%+51+1.8%Added
Houlihan Financial Resource Group, Ltd.2,949$237.0K0.10%00.0%Unchanged
TFB Advisors LLC2,947$236.1K0.06%+62+2.1%Added
Kera Capital Partners, Inc.2,947$236.1K0.05%+2,947New
Hemington Wealth Management2,948$236.0K0.03%+428+17.0%Added
Uptown Financial Advisors LLC2,940$235.6K0.22%00.0%Unchanged
Edgemoor Investment Advisors, Inc.2,922$234.1K0.02%+18+0.6%Added
Bank of Hawaii2,916$233.6K0.01%−251−7.9%Reduced
GDS Wealth Management2,914$233.5K0.02%+124+4.4%Added
Retireful, LLC2,914$233.5K0.16%+2,914New
KWMG, LLC2,913$233.4K0.02%+21+0.7%Added
Blalock Williams, LLC2,907$232.9K0.23%−16−0.5%Reduced
Quarry LP2,867$229.7K0.05%−4,915−63.2%Reduced
Next Level Private LLC2,865$229.5K0.07%+28+1.0%Added
American Trust2,862$229.3K0.02%−72−2.5%Reduced
Holistic Financial Partners2,860$229.1K0.10%+2,860New
Cookson Peirce & Co Inc2,854$228.7K0.01%+2,854New
von Borstel & Associates, Inc.2,950$228.0K0.06%+32+1.1%Added
Michels Family Financial, LLC2,845$228.0K0.19%+8+0.3%Added
Enterprise Financial Services Corp2,845$227.9K0.12%+2,845New
Independent Wealth Network Inc.2,843$227.8K0.08%+54+1.9%Added
New World Advisors LLC2,842$227.7K0.05%+2,842New
Lion Street Advisors, LLC2,820$225.9K0.07%+2,820New
Powell Investment Advisors, LLC2,817$225.7K0.08%00.0%Unchanged
Ironwood Financial, llc3,141$225.5K0.05%00.0%Unchanged
JB Capital LLC2,801$224.4K0.01%+10+0.4%Added
Elk River Wealth Management, LLC2,800$224.3K0.04%00.0%Unchanged
NewSquare Capital LLC2,800$224.3K0.02%+739+35.9%Added
Warren Street Wealth Advisors, LLC2,798$224.2K0.07%+2,798New
United Community Bank2,793$223.8K0.08%+35+1.3%Added
Cascades Capital Asset Management, LLC2,793$223.8K0.12%+968+53.0%Added
Investment Partners, Ltd.2,790$223.5K0.08%+2,790New
Fusion Capital, LLC2,788$223.4K0.08%+2,788New
AXS Investments LLC2,783$223.0K0.09%−854−23.5%Reduced
Jackson Thornton Asset Management, LLC2,728$222.6K0.03%+2,728New
Winch Advisory Services, LLC2,770$221.9K0.05%+14+0.5%Added
Cherrydale Wealth Management, LLC2,769$221.9K0.08%+2,769New
AGH Wealth Advisors, LLC2,767$221.7K0.18%+2,767New
Montz Harcus Wealth Management LLC2,765$221.6K0.11%+2,765New
Quantum Private Wealth, LLC2,750$220.3K0.07%+2,750New
Aspire Capital Advisors LLC2,746$220.0K0.06%+2,746New
Skyline Advisors, Inc.2,742$219.7K0.08%+2,742New
WBH Advisory Inc2,739$219.4K0.02%−61−2.2%Reduced
Affinity Capital Advisors, LLC2,737$219.3K0.04%−1,570−36.5%Reduced
Park Square Financial Group, LLC2,731$218.8K0.16%−36−1.3%Reduced
West Paces Advisors Inc.2,723$218.2K0.05%−70−2.5%Reduced
Black Diamond Financial, LLC2,722$218.1K0.03%−2,134−43.9%Reduced
J. W. Coons Advisors, LLC2,720$217.9K0.05%+2,720New
Verus Financial Partners, Inc.2,661$217.6K0.02%+2,661New
Acorn Creek Capital LLC2,715$217.5K0.09%+2,715New
Twin Peaks Wealth Advisors, LLC2,734$217.3K0.07%+2,734New
Wealth Watch Advisors, INC1,829$216.8K0.13%+1,829New
Clear Investment Research, LLC2,701$216.4K0.27%−33−1.2%Reduced
Aries Wealth Management2,700$216.3K0.06%+2,700New
Rodgers Brothers Inc.2,700$216.3K0.03%−125−4.4%Reduced
Cohen & Steers, Inc.2,700$216.0K0.00%−1,900−41.3%Reduced
Axiom Financial Strategies, LLC2,691$215.6K0.12%+2,691New
Gratus Wealth Advisors, LLC2,688$215.4K0.03%+2,688New
Clear Creek Financial Management, LLC2,672$214.1K0.02%+2,672New
LM Advisors LLC2,667$214.0K0.03%+2,667New
IFC Advisors LLC2,670$213.9K0.04%+2,670New
Howard Financial Services, Ltd.2,662$213.3K0.03%−190−6.7%Reduced
NCM Capital Management, LLC2,660$213.1K0.09%+2,660New
Idaho Trust Bank2,658$213.0K0.08%+2,658New
Orion Capital Management LLC2,658$212.9K0.08%+2+0.1%Added
Somerville Kurt F2,650$212.3K0.04%+2,650New
Clarkston Capital Partners, LLC2,650$212.3K0.00%+2,650New
Galvin, Gaustad & Stein, LLC2,650$212.3K0.02%+2,650New
BHK Investment Advisors, LLC2,646$212.0K0.08%+2,646New
Parkside Advisors LLC2,644$211.8K0.05%+2,644New
Werba Rubin Papier Wealth Management2,638$211.4K0.04%+2,638New
Spring Capital Management, LLC2,638$211.4K0.11%+2,638New
Southeast Asset Advisors Inc.2,636$211.2K0.03%+2,636New
LifePlan Financial, LLC2,635$211.1K0.17%−885−25.1%Reduced
New Millennium Group LLC2,629$210.6K0.12%+4+0.2%Added
Amussen Hunsaker Associates LLC2,619$209.8K0.02%+2,619New
Focused Wealth Management, Inc2,616$209.6K0.03%+2,616New