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; 2,883 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
- 2,634
- +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
- 951 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 55,974 | $4.11M | 0.19% | +14,715+35.7% | Added |
| Aft, Forsyth & Sober, LLC | 51,200 | $4.10M | 1.39% | +800+1.6% | Added |
| Cynosure Management, LLC | 51,198 | $4.10M | 0.46% | 00.0% | Unchanged |
| Asio Capital, LLC | 51,146 | $4.10M | 0.68% | +1,757+3.6% | Added |
| Slagle Financial, LLC | 50,908 | $4.08M | 1.64% | +46,787+1,135.3% | Added |
| Haverford Trust Co | 50,904 | $4.08M | 0.04% | −4,248−7.7% | Reduced |
| Pitcairn Co | 50,798 | $4.07M | 0.27% | −7,794−13.3% | Reduced |
| Wetherby Asset Management Inc | 50,735 | $4.06M | 0.18% | +50,735 | New |
| Cohen Investment Advisors LLC | 50,576 | $4.05M | 2.12% | +1,442+2.9% | Added |
| 44 Wealth Management LLC | 50,465 | $4.04M | 1.43% | −208−0.4% | Reduced |
| SOL Capital Management CO | 50,313 | $4.03M | 0.39% | −200−0.4% | Reduced |
| BDF-Gestion | 50,000 | $4.01M | 0.45% | +50,000 | New |
| Great Lakes Retirement, Inc. | 49,950 | $4.00M | 0.47% | +18,961+61.2% | Added |
| Stonebridge Capital Advisors LLC | 49,819 | $3.99M | 0.30% | −849−1.7% | Reduced |
| IMS Capital Management | 49,517 | $3.97M | 1.85% | +741+1.5% | Added |
| Pavion Blue Capital, LLC | 49,472 | $3.96M | 1.76% | −1,204−2.4% | Reduced |
| Fiduciary Trust Co | 49,354 | $3.95M | 0.05% | +625+1.3% | Added |
| Moody National Bank Trust Division | 49,196 | $3.94M | 0.36% | +3,201+7.0% | Added |
| Fundamentun, LLC | 49,145 | $3.94M | 0.18% | +38,517+362.4% | Added |
| Brookmont Capital Management | 49,122 | $3.94M | 2.26% | −20,146−29.1% | Reduced |
| Gladstone Institutional Advisory LLC | 48,737 | $3.90M | 0.16% | +2,708+5.9% | Added |
| HF Advisory Group, LLC | 48,644 | $3.90M | 1.54% | +6,738+16.1% | Added |
| NVWM, LLC | 48,495 | $3.89M | 0.94% | +8,663+21.7% | Added |
| Caisse des Depots Et Consignations | 48,355 | $3.87M | 0.16% | +48,355 | New |
| Long Run Wealth Advisors, LLC | 48,040 | $3.85M | 0.81% | −2,510−5.0% | Reduced |
| Qtron Investments LLC | 47,721 | $3.82M | 0.49% | −1,739−3.5% | Reduced |
| Stonegate Investment Group, LLC | 47,512 | $3.81M | 0.10% | +1,416+3.1% | Added |
| Somerset Group LLC | 47,500 | $3.81M | 3.22% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 47,460 | $3.80M | 0.78% | +36,840+346.9% | Added |
| Transcend Wealth Collective, LLC | 47,323 | $3.79M | 0.29% | −1,181−2.4% | Reduced |
| Convergence Investment Partners, LLC | 47,194 | $3.78M | 0.96% | −5,484−10.4% | Reduced |
| Clear Harbor Asset Management, LLC | 47,093 | $3.77M | 0.28% | +470+1.0% | Added |
| Shayne & Co., LLC | 46,969 | $3.76M | 1.24% | −1,208−2.5% | Reduced |
| Quantbot Technologies LP | 46,740 | $3.74M | 0.10% | +46,740 | New |
| Shell Asset Management Co | 46,723 | $3.74M | 0.13% | +14,093+43.2% | Added |
| Trust Point Inc. | 46,663 | $3.74M | 0.35% | −1,377−2.9% | Reduced |
| Joel Isaacson & Co., LLC | 46,630 | $3.74M | 0.15% | −214−0.5% | Reduced |
| Buckingham Strategic Partners | 46,517 | $3.73M | 0.05% | −4,345−8.5% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $3.68M | 1.28% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 45,754 | $3.67M | 0.19% | +2,567+5.9% | Added |
| Hilton Capital Management, LLC | 45,635 | $3.66M | 0.29% | +45,635 | New |
| Equitable Holdings, Inc. | 45,533 | $3.65M | 0.03% | −17,219−27.4% | Reduced |
| Angeles Wealth Management, LLC | 45,517 | $3.65M | 0.25% | +878+2.0% | Added |
| Welch & Forbes LLC | 45,506 | $3.65M | 0.05% | −688−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 45,498 | $3.65M | 0.04% | +15,624+52.3% | Added |
| Gsa Capital Partners LLP | 45,439 | $3.64M | 0.25% | +45,439 | New |
| F/M Investments LLC | 45,255 | $3.63M | 0.13% | +2,560+6.0% | Added |
| Kuhn & Co Investment Counsel | 44,942 | $3.60M | 2.72% | −61−0.1% | Reduced |
| S&CO Inc | 44,503 | $3.56M | 0.23% | −300−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 44,354 | $3.55M | 0.12% | −5,039−10.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $3.55M | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 44,615 | $3.55M | 0.36% | +1,824+4.3% | Added |
| D L Carlson Investment Group Inc | 44,108 | $3.53M | 0.64% | −111−0.3% | Reduced |
| Brookstone Capital Management | 44,038 | $3.53M | 0.05% | +3,408+8.4% | Added |
| Alpha Cubed Investments, LLC | 44,000 | $3.53M | 0.13% | +1,353+3.2% | Added |
| Foundations Investment Advisors, LLC | 43,845 | $3.51M | 0.06% | +5,609+14.7% | Added |
| Cornercap Investment Counsel Inc | 43,641 | $3.50M | 1.82% | −7,016−13.9% | Reduced |
| WCG Wealth Advisors LLC | 43,239 | $3.46M | 0.22% | −412−0.9% | Reduced |
| Smith, Salley & Associates | 43,236 | $3.46M | 0.20% | −572−1.3% | Reduced |
| Cullinan Associates Inc | 43,166 | $3.46M | 0.23% | +220+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 42,997 | $3.44M | 0.05% | −16,277−27.5% | Reduced |
| HM Payson & Co | 42,888 | $3.44M | 0.05% | −1,439−3.2% | Reduced |
| Avestar Capital, LLC | 42,881 | $3.44M | 0.25% | +1,080+2.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,881 | $3.44M | 0.01% | +42,881 | New |
| Ballentine Partners, LLC | 42,845 | $3.43M | 0.05% | −835−1.9% | Reduced |
| SWS Partners | 42,662 | $3.42M | 0.92% | −1,823−4.1% | Reduced |
| Franklin Street Advisors Inc | 42,601 | $3.41M | 0.21% | −220−0.5% | Reduced |
| Gs Investments, Inc. | 42,400 | $3.40M | 1.51% | 00.0% | Unchanged |
| InvesTrust | 42,372 | $3.39M | 1.31% | −63,657−60.0% | Reduced |
| Capital Investment Advisors, LLC | 42,362 | $3.39M | 0.06% | −2,593−5.8% | Reduced |
| Benjamin Edwards Inc | 42,259 | $3.39M | 0.04% | +5,238+14.1% | Added |
| Twin City Private Wealth, LLC | 42,224 | $3.38M | 2.76% | −4,416−9.5% | Reduced |
| Wesbanco Bank Inc | 42,222 | $3.38M | 0.10% | +6,698+18.9% | Added |
| New Age Alpha Advisors, LLC | 42,142 | $3.38M | 0.15% | −13,741−24.6% | Reduced |
| Peoples Bank | 42,138 | $3.38M | 2.26% | −116−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,048 | $3.37M | 0.05% | +32,864+357.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 42,043 | $3.37M | 0.43% | −19,678−31.9% | Reduced |
| Argyle Capital Management Inc. | 41,936 | $3.36M | 1.22% | −860−2.0% | Reduced |
| White Pine Capital LLC | 41,932 | $3.36M | 1.07% | −676−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 41,762 | $3.35M | 0.04% | +5,439+15.0% | Added |
| Atom Investors LP | 41,611 | $3.33M | 0.30% | +34,183+460.2% | Added |
| Choate Investment Advisors | 41,517 | $3.33M | 0.07% | +503+1.2% | Added |
| Foster Group, Inc. | 41,204 | $3.30M | 0.11% | −192−0.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 41,121 | $3.29M | 0.75% | +1,250+3.1% | Added |
| Mount Yale Investment Advisors, LLC | 41,023 | $3.29M | 0.26% | +7,813+23.5% | Added |
| Pallas Capital Advisors LLC | 41,007 | $3.29M | 0.13% | −936−2.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $3.28M | 0.27% | 00.0% | Unchanged |
| Trust Asset Management LLC | 40,968 | $3.28M | 0.24% | 00.0% | Unchanged |
| RFG Advisory, LLC | 40,729 | $3.26M | 0.08% | −1,150−2.7% | Reduced |
| Parallel Advisors, LLC | 40,668 | $3.26M | 0.07% | +786+2.0% | Added |
| KCM Investment Advisors LLC | 40,360 | $3.23M | 0.11% | −871−2.1% | Reduced |
| Wolverine Trading, LLC | 40,653 | $3.23M | 0.08% | −9,908−19.6% | Reduced |
| IFP Advisors, Inc | 40,080 | $3.22M | 0.09% | +24+0.1% | Added |
| Steel Peak Wealth Management LLC | 40,171 | $3.22M | 0.13% | +30,906+333.6% | Added |
| NWF Advisory Services Inc. | 40,125 | $3.21M | 0.38% | +550+1.4% | Added |
| Central Trust Co | 40,050 | $3.21M | 0.07% | +1,526+4.0% | Added |
| Oarsman Capital, Inc. | 40,030 | $3.21M | 0.50% | +1,305+3.4% | Added |
| PCJ Investment Counsel Ltd. | 40,000 | $3.20M | 1.09% | +40,000 | New |
| Sumitomo Life Insurance Co | 39,322 | $3.15M | 0.21% | −2,447−5.9% | Reduced |
| Optimas Capital Ltd | 39,300 | $3.15M | 3.32% | −22,600−36.5% | Reduced |