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 |
|---|---|---|---|---|---|
| Centennial Bank | 2,609 | $209.0K | 0.09% | −420−13.9% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $208.7K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,621 | $208.4K | 0.09% | +2,621 | New |
| Essential Planning, LLC. | 2,596 | $208.0K | 0.08% | +2,596 | New |
| Gries Financial LLC | 2,592 | $207.7K | 0.04% | +2,592 | New |
| Texas Yale Capital Corp. | 2,585 | $207.1K | 0.01% | +2,585 | New |
| American Capital Advisory, LLC | 2,574 | $206.2K | 0.10% | +75+3.0% | Added |
| Pinnacle Holdings, LLC | 2,572 | $206.1K | 0.07% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,567 | $205.7K | 0.02% | +2,567 | New |
| Cypress Capital Group | 2,564 | $205.4K | 0.03% | +2,564 | New |
| Saturna Capital CORP | 2,558 | $204.9K | 0.00% | +2,558 | New |
| Kapstone Financial Advisors LLC | 2,557 | $204.9K | 0.10% | +2,557 | New |
| Flagship Wealth Advisors, LLC | 2,556 | $204.8K | 0.08% | +556+27.8% | Added |
| Emergent Wealth Advisors, LLC | 2,554 | $204.6K | 0.13% | +2,554 | New |
| IPG Investment Advisors LLC | 2,550 | $204.3K | 0.04% | +2,550 | New |
| Affiance Financial, LLC | 2,550 | $204.3K | 0.04% | +2,550 | New |
| Kingdom Financial Group LLC. | 2,550 | $204.3K | 0.18% | +2,550 | New |
| Roehl & Yi Investment Advisors, LLC | 2,547 | $204.1K | 0.10% | +2,547 | New |
| B & T Capital Management DBA Alpha Capital Management | 2,544 | $203.8K | 0.04% | +2,544 | New |
| M. Kraus & Co | 2,539 | $203.4K | 0.06% | +2,539 | New |
| Ambassador Advisors, LLC | 2,538 | $203.4K | 0.03% | +2,538 | New |
| Allium Financial Advisors, LLC | 2,534 | $203.0K | 0.18% | +2,534 | New |
| Compass Financial Services Inc | 2,533 | $202.9K | 0.10% | +6+0.2% | Added |
| Sierra Ocean, LLC | 2,525 | $202.3K | 0.15% | −335−11.7% | Reduced |
| Peachtree Investment Partners, LLC | 2,515 | $201.5K | 0.08% | +2,515 | New |
| WealthPLAN Partners, LLC | 2,509 | $201.0K | 0.03% | −702−21.9% | Reduced |
| Creative Financial Designs Inc | 2,503 | $200.5K | 0.01% | −17−0.7% | Reduced |
| Buckley Wealth Management, LLC | 2,500 | $200.3K | 0.06% | −500−16.7% | Reduced |
| Violich Capital Management, Inc. | 2,500 | $200.3K | 0.03% | +2,500 | New |
| CNB Bank | 2,473 | $198.1K | 0.09% | −2−0.1% | Reduced |
| Crews Bank & Trust | 2,437 | $195.3K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,408 | $192.9K | 0.15% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,366 | $189.6K | 0.04% | +1,066+82.0% | Added |
| Gables Capital Management Inc. | 2,350 | $188.3K | 0.09% | +150+6.8% | Added |
| Armstrong Advisory Group, Inc | 2,322 | $186.0K | 0.01% | +87+3.9% | Added |
| DT Investment Partners, LLC | 2,267 | $181.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,220 | $177.9K | 0.02% | −224−9.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $175.8K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 2,194 | $175.8K | 0.05% | +9+0.4% | Added |
| Clear Street Markets LLC | 2,190 | $175.5K | 0.06% | +2,190 | New |
| Bank & Trust Co | 2,037 | $163.2K | 0.13% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $163.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 2,034 | $163.0K | 0.03% | +285+16.3% | Added |
| West Financial Advisors, LLC | 2,024 | $162.1K | 0.03% | −1,082−34.8% | Reduced |
| Meeder Asset Management Inc | 2,022 | $162.0K | 0.01% | −32,171−94.1% | Reduced |
| Trust Co | 2,003 | $160.5K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $160.2K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $160.2K | 0.06% | 00.0% | Unchanged |
| Heartland Advisors Inc | 2,000 | $160.2K | 0.01% | +2,000 | New |
| Quest Partners LLC | 1,972 | $158.0K | 0.02% | −190−8.8% | Reduced |
| Chilton Capital Management LLC | 1,964 | $157.4K | 0.01% | −4,224−68.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,937 | $155.2K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $153.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,907 | $152.8K | 0.01% | +1,907 | New |
| McIlrath & Eck, LLC | 1,905 | $152.6K | 0.02% | +4+0.2% | Added |
| Glen Eagle Advisors, LLC | 1,878 | $150.5K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,843 | $147.7K | 0.04% | +843+84.3% | Added |
| Ostrum Asset Management | 1,839 | $147.3K | 0.01% | −52−2.7% | Reduced |
| Christopher J. Hasenberg, Inc | 1,809 | $144.9K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,806 | $144.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,788 | $143.3K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,779 | $142.5K | 0.04% | +237+15.4% | Added |
| Clarity Asset Management, Inc. | 1,779 | $142.5K | 0.09% | +505+39.6% | Added |
| Northwest Capital Management Inc | 1,753 | $140.4K | 0.08% | −155−8.1% | Reduced |
| Hanson & Doremus Investment Management | 1,751 | $140.0K | 0.02% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,729 | $138.5K | 0.12% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,720 | $137.8K | 0.04% | +94+5.8% | Added |
| Gladius Capital Management LP | 1,716 | $137.5K | 0.22% | −8,321−82.9% | Reduced |
| First Community Trust NA | 1,704 | $136.5K | 0.11% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,695 | $135.8K | 0.05% | +211+14.2% | Added |
| First United Bank Trust | 1,695 | $135.8K | 0.05% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,681 | $134.7K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 1,665 | $133.4K | 0.05% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,653 | $132.4K | 0.08% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,617 | $129.0K | 0.04% | −434−21.2% | Reduced |
| City Holding Co | 1,610 | $129.0K | 0.02% | −240−13.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,604 | $128.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,548 | $124.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,543 | $123.6K | 0.01% | +230+17.5% | Added |
| Covestor Ltd | 1,533 | $123.0K | 0.07% | −8−0.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,513 | $121.2K | 0.07% | 00.0% | Unchanged |
| American National Bank | 1,491 | $119.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,485 | $119.0K | 0.05% | −61−3.9% | Reduced |
| Centerpoint Advisors, LLC | 1,479 | $118.0K | 0.04% | +16+1.1% | Added |
| WFA of San Diego, LLC | 1,460 | $117.0K | 0.09% | +1,460 | New |
| Ulland Investment Advisors, LLC | 1,435 | $115.0K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,431 | $114.6K | 0.02% | −55−3.7% | Reduced |
| Cranbrook Wealth Management, LLC | 1,425 | $114.2K | 0.02% | −124−8.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,413 | $113.9K | 0.09% | +3+0.2% | Added |
| Community Bank, N.A. | 1,406 | $112.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $112.2K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,392 | $111.5K | 0.02% | +157+12.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,380 | $110.6K | 0.18% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,372 | $109.9K | 0.02% | −55−3.9% | Reduced |
| Family CFO Inc | 1,347 | $107.9K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,346 | $107.8K | 0.03% | +464+52.6% | Added |
| Millstone Evans Group, LLC | 1,346 | $107.8K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,341 | $107.4K | 0.02% | +1,116+496.0% | Added |
| Independence Bank of Kentucky | 1,324 | $106.1K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,308 | $104.8K | 0.01% | +109+9.1% | Added |