Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding Wells Fargo & Company changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 275 | 7 | 255 | −13 |
| Shares | 6.04M | 3.47K | 5.94M | −95.6K (−1.6%) |
| Value | $2.78B | $4.07M | $2.93B | +$152.3M (+5.5%) |
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Wells Fargo & Company at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rockefeller Capital Management L.P. | 1,037 | $1.28M | 0.00% |
| Schnieders Capital Management, LLC. | 1,033 | $1.28M | 0.23% |
| Virtue Asset Management LLC | 367 | $453.0K | 0.37% |
| Cresset Asset Management, LLC | 352 | $434.5K | 0.00% |
| Wealthcare Advisory Partners LLC | 187 | $231.2K | 0.00% |
| Ground Swell Capital, LLC | 184 | $227.1K | 0.50% |
| Change Path, LLC | 166 | $204.9K | 0.01% |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $203.7K | 0.01% |
| Cerity Partners LLC | 165 | $203.7K | 0.00% |
| NBT Bank N A | 84 | $43.0K | 0.00% |
| GGM Financials LLC | 12 | $14.8K | 0.01% |
| Financial Freedom, LLC | 5 | $6.17K | 0.00% |
Sold out (25)
Institutions that held Wells Fargo & Company at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (7)
Institutions that held Wells Fargo & Company at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Schnieders Capital Management LLC | 1,033 | $1.21M |
| Graypoint LLC | 997 | $1.17M |
| Wambolt & Associates, LLC | 480 | $564.1K |
| Congress Wealth Management LLC | 469 | $550.7K |
| First Horizon Advisors, Inc. | 250 | $293.5K |
| Avantax Advisory Services, Inc. | 206 | $241.9K |
| Union Savings Bank | 32 | $37.9K |