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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 38,413 | $3.13M | 0.15% | +2,045+5.6% | Added |
| Rehmann Capital Advisory Group | 39,035 | $3.13M | 0.19% | +3,736+10.6% | Added |
| Summit Financial, LLC | 38,931 | $3.12M | 0.07% | +13,737+54.5% | Added |
| Capital Investment Counsel, Inc | 38,912 | $3.12M | 0.41% | −896−2.3% | Reduced |
| Tower Bridge Advisors | 38,876 | $3.11M | 0.33% | +400+1.0% | Added |
| Raiffeisen Bank International AG | 39,203 | $3.10M | 0.05% | −754−1.9% | Reduced |
| Stableford Capital II LLC | 36,658 | $3.09M | 1.16% | −432−1.2% | Reduced |
| Cidel Asset Management Inc | 38,560 | $3.09M | 0.19% | −2,457−6.0% | Reduced |
| Nomura Holdings Inc | 38,553 | $3.09M | 0.02% | −130,212−77.2% | Reduced |
| Cunning Capital Partners, LP | 38,454 | $3.08M | 1.61% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 38,449 | $3.08M | 0.52% | +1,242+3.3% | Added |
| United Asset Strategies, Inc. | 38,412 | $3.08M | 0.26% | −341−0.9% | Reduced |
| Catalytic Wealth RIA, LLC | 38,328 | $3.07M | 0.25% | +33,942+773.9% | Added |
| Connable Office Inc | 38,222 | $3.06M | 0.30% | −6,507−14.5% | Reduced |
| CBOE Vest Financial, LLC | 37,958 | $3.04M | 0.04% | +10,702+39.3% | Added |
| Profund Advisors LLC | 37,922 | $3.04M | 0.11% | −8,728−18.7% | Reduced |
| Pring Turner Capital Group Inc | 37,837 | $3.03M | 1.96% | −485−1.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,674 | $3.02M | 0.52% | −40−0.1% | Reduced |
| Fiduciary Family Office, LLC | 37,621 | $3.01M | 0.99% | −1,327−3.4% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $3.00M | 0.11% | 00.0% | Unchanged |
| Legato Capital Management LLC | 37,484 | $3.00M | 0.36% | 00.0% | Unchanged |
| CTC LLC | 37,454 | $3.00M | 0.19% | −90,702−70.8% | Reduced |
| Atomi Financial Group, Inc. | 37,397 | $3.00M | 0.11% | +2,895+8.4% | Added |
| Miracle Mile Advisors, LLC | 37,337 | $2.99M | 0.05% | +1,882+5.3% | Added |
| Grant Private Wealth Management Inc | 37,281 | $2.99M | 1.69% | +29,733+393.9% | Added |
| Meiji Yasuda Life Insurance Co | 37,235 | $2.98M | 0.09% | −1,438−3.7% | Reduced |
| Freemont Management S.A. | 37,100 | $2.97M | 0.49% | +8,700+30.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,122 | $2.97M | 0.14% | +2,400+6.9% | Added |
| Evercore Wealth Management, LLC | 37,075 | $2.97M | 0.05% | +249+0.7% | Added |
| Mainstay Capital Management LLC | 37,052 | $2.97M | 0.15% | +18,853+103.6% | Added |
| Schnieders Capital Management LLC | 36,627 | $2.93M | 0.52% | +5,408+17.3% | Added |
| American Money Management, LLC | 36,576 | $2.93M | 0.52% | −130−0.4% | Reduced |
| SBI Securities Co., Ltd. | 36,559 | $2.93M | 0.08% | −1,596−4.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,483 | $2.92M | 0.18% | −103−0.3% | Reduced |
| Congress Park Capital LLC | 36,324 | $2.91M | 0.95% | +4,173+13.0% | Added |
| Chicago Partners Investment Group LLC | 34,761 | $2.91M | 0.08% | +632+1.9% | Added |
| Congress Wealth Management LLC | 36,034 | $2.89M | 0.03% | +7,380+25.8% | Added |
| Brown Brothers Harriman & Co | 36,030 | $2.89M | 0.02% | +2,645+7.9% | Added |
| Keystone Wealth Services, LLC | 35,979 | $2.88M | 0.70% | +90.0% | Added |
| Naviter Wealth, LLC | 35,903 | $2.88M | 0.35% | +307+0.9% | Added |
| NBT Bank N A | 35,786 | $2.87M | 0.20% | −251−0.7% | Reduced |
| Marco Investment Management LLC | 35,334 | $2.83M | 0.24% | +5,383+18.0% | Added |
| Marotta Asset Management | 35,181 | $2.82M | 0.57% | −56−0.2% | Reduced |
| Polymer Capital Management (US) LLC | 34,794 | $2.79M | 0.46% | +34,794 | New |
| Apella Capital, LLC | 33,736 | $2.78M | 0.08% | +2,725+8.8% | Added |
| La Banque Postale Asset Management SA | 34,611 | $2.77M | 0.04% | −17,534−33.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 34,573 | $2.77M | 0.99% | +5,707+19.8% | Added |
| QV Investors Inc. | 34,497 | $2.76M | 0.27% | +230+0.7% | Added |
| Johnson Financial Group, Inc. | 34,437 | $2.76M | 0.12% | +1,693+5.2% | Added |
| Golden State Equity Partners | 34,275 | $2.75M | 0.51% | +1,404+4.3% | Added |
| We Are One Seven, LLC | 34,215 | $2.74M | 0.09% | +2,557+8.1% | Added |
| Applied Finance Capital Management, LLC | 34,207 | $2.74M | 0.19% | +34,207 | New |
| Miller Investment Management, LP | 34,082 | $2.73M | 0.29% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 33,997 | $2.72M | 0.07% | +1,987+6.2% | Added |
| Central Pacific Bank - Trust Division | 33,953 | $2.72M | 0.35% | −1,430−4.0% | Reduced |
| E Fund Management Co., Ltd. | 33,859 | $2.71M | 0.13% | −8,477−20.0% | Reduced |
| Venture Visionary Partners LLC | 33,856 | $2.71M | 0.10% | −2,014−5.6% | Reduced |
| GHP Investment Advisors, Inc. | 33,462 | $2.68M | 0.12% | +540+1.6% | Added |
| Marks Group Wealth Management, Inc | 33,418 | $2.68M | 0.25% | +3,245+10.8% | Added |
| GM Advisory Group, Inc. | 33,408 | $2.68M | 0.13% | +6,081+22.3% | Added |
| Lummis Asset Management, LP | 33,495 | $2.67M | 1.75% | −256−0.8% | Reduced |
| Bennett Selby Investments LP | 33,168 | $2.66M | 0.95% | +408+1.2% | Added |
| David Loasby | 34,118 | $2.65M | 0.23% | +179+0.5% | Added |
| Talon Private Wealth, LLC | 33,031 | $2.65M | 0.36% | +4,486+15.7% | Added |
| Oak Thistle LLC | 32,987 | $2.64M | 0.39% | +32,987 | New |
| Aspire Private Capital, LLC | 32,761 | $2.62M | 0.61% | +1,721+5.5% | Added |
| Aptus Capital Advisors, LLC | 32,759 | $2.62M | 0.03% | +1,193+3.8% | Added |
| Stoneridge Investment Partners LLC | 32,722 | $2.62M | 1.97% | +20,175+160.8% | Added |
| One Wealth Advisors, LLC | 32,688 | $2.62M | 0.36% | −414−1.3% | Reduced |
| Advocate Group LLC | 32,433 | $2.60M | 0.46% | +32,433 | New |
| Northside Capital Management, LLC | 32,349 | $2.59M | 0.20% | +4,819+17.5% | Added |
| Massachusetts Wealth Management | 32,317 | $2.59M | 1.46% | +200+0.6% | Added |
| Ascent Group, LLC | 32,269 | $2.59M | 0.10% | −10,760−25.0% | Reduced |
| Skopos Labs, Inc. | 32,204 | $2.58M | 0.34% | +5,749+21.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.58M | 0.73% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,155 | $2.58M | 1.15% | +50.0% | Added |
| Sagespring Wealth Partners, LLC | 32,145 | $2.58M | 0.06% | +5,254+19.5% | Added |
| Cigna Investments Inc | 32,057 | $2.57M | 0.44% | −1,015−3.1% | Reduced |
| Avantra Family Wealth, Inc. | 32,057 | $2.57M | 2.12% | +1,438+4.7% | Added |
| AF Advisors, Inc. | 32,040 | $2.57M | 0.89% | 00.0% | Unchanged |
| National Asset Management, Inc. | 31,955 | $2.56M | 0.12% | −11,751−26.9% | Reduced |
| Silvant Capital Management LLC | 31,859 | $2.55M | 0.10% | −557−1.7% | Reduced |
| Royal Fund Management, LLC | 31,634 | $2.53M | 0.27% | −250−0.8% | Reduced |
| Auxier Asset Management | 31,627 | $2.53M | 0.37% | −160−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 31,269 | $2.53M | 0.06% | −57,686−64.8% | Reduced |
| Iams Wealth Management, LLC | 31,483 | $2.52M | 1.16% | −2,528−7.4% | Reduced |
| Applied Capital LLC | 31,455 | $2.52M | 1.88% | +150.0% | Added |
| Argus Investors' Counsel, Inc. | 31,422 | $2.52M | 1.79% | +552+1.8% | Added |
| Johnson Investment Counsel Inc | 31,362 | $2.51M | 0.02% | +1,165+3.9% | Added |
| Fidelis Capital Partners, LLC | 32,281 | $2.51M | 0.23% | +812+2.6% | Added |
| Baker Avenue Asset Management, LP | 31,112 | $2.49M | 0.07% | +1,292+4.3% | Added |
| Westmount Partners, LLC | 31,075 | $2.49M | 0.68% | −551−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 30,907 | $2.48M | 0.17% | −26,223−45.9% | Reduced |
| Smith Shellnut Wilson LLC | 30,891 | $2.47M | 1.07% | 00.0% | Unchanged |
| Bailard, Inc. | 30,881 | $2.47M | 0.06% | +17,644+133.3% | Added |
| ZWJ Investment Counsel Inc | 30,781 | $2.47M | 0.09% | −2,211−6.7% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $2.45M | 0.12% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,412 | $2.44M | 0.68% | +170+0.6% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $2.44M | 0.15% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 30,238 | $2.42M | 0.16% | +6,858+29.3% | Added |