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.
13F holders, Q3 2025
Institutional positions in Wells Fargo & Company as of Sep 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
- 255
- −13 vs. Q2 2025
- Shares held
- 5.94M
- −95.6K (−1.6%) vs. Q2 2025
- Total value
- $2.93B
- +$152.3M (+5.5%) vs. Q2 2025
- New holders
- 12
- 67 more added
- Sold out
- 25
- 69 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $2 | 0.00% | – | – |
| Cornerstone Planning Group LLC | 58 | $494 | 0.00% | +48+480.0% | Added |
| Rothschild Investment LLC | 2 | $2.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $2.47K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $3.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.70K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.70K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $6.17K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $6.17K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 5 | $6.17K | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 5 | $6.17K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.41K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $9.88K | 0.00% | +7+700.0% | Added |
| Rossby Financial, LCC | 8 | $9.98K | 0.00% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 10 | $12.3K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $12.3K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 10 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $12.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $13.4K | 0.00% | −14−56.0% | Reduced |
| AE Wealth Management LLC | 12 | $14.8K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 12 | $14.8K | 0.01% | +12 | New |
| Deutsche Bank AG | 19 | $23.5K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20 | $24.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $30.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $30.9K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 25 | $30.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28 | $34.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 33 | $40.7K | 0.00% | −463−93.3% | Reduced |
| Colonial Trust Advisors | 33 | $40.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 84 | $43.0K | 0.00% | +84 | New |
| GPS Wealth Strategies Group, LLC | 40 | $49.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $54.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $55.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 45 | $55.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 45 | $55.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $59.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $67.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $71.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 64 | $79.0K | 0.00% | +4+6.7% | Added |
| Virtus ETF Advisers LLC | – | $81.5K | 0.04% | – | – |
| IMA Wealth, Inc. | 85 | $104.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 91 | $112.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $114.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 98 | $121.0K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $123.4K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $142.1K | 0.19% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $185.1K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $203.7K | 0.01% | +165 | New |
| Cerity Partners LLC | 165 | $203.7K | 0.00% | +165 | New |
| Change Path, LLC | 166 | $204.9K | 0.01% | +166 | New |
| Riverview Trust Co | 167 | $206.1K | 0.25% | 00.0% | Unchanged |
| Bank of Montreal | 169 | $208.9K | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 170 | $209.8K | 0.03% | +10+6.3% | Added |
| AlphaCore Capital LLC | 177 | $218.5K | 0.01% | +27+18.0% | Added |
| Oppenheimer Asset Management Inc. | 183 | $225.9K | 0.00% | +2+1.1% | Added |
| Ground Swell Capital, LLC | 184 | $227.1K | 0.50% | +184 | New |
| Bridgewealth Advisory Group, LLC | 185 | $228.3K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 187 | $231.2K | 0.00% | +187 | New |
| Global Trust Asset Management, LLC | 190 | $234.5K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 190 | $234.8K | 0.00% | +1+0.5% | Added |
| Inkwell Capital LLC | 195 | $240.7K | 0.25% | +10+5.4% | Added |
| Simplicity Wealth,LLC | 200 | $246.9K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 205 | $253.0K | 0.01% | −20−8.9% | Reduced |
| HB Wealth Management, LLC | 206 | $254.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 207 | $255.5K | 0.00% | +26+14.4% | Added |
| RDA Financial Network | 210 | $259.2K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 215 | $265.4K | 0.01% | −15−6.5% | Reduced |
| IFG Advisory, LLC | 218 | $269.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $269.5K | 0.02% | +1+0.5% | Added |
| Zazove Associates LLC | 220 | $272.1K | 0.02% | 00.0% | Unchanged |
| First County Bank | 225 | $278.0K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 230 | $284.7K | 0.01% | +1+0.4% | Added |
| Bailard, Inc. | 235 | $290.1K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 235 | $290.1K | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 246 | $303.6K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 250 | $308.6K | 0.02% | −25−9.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 250 | $308.6K | 0.05% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $308.6K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 252 | $311.0K | 0.03% | −39−13.4% | Reduced |
| Smith, Moore & Co. | 255 | $314.7K | 0.02% | −30−10.5% | Reduced |
| Michael B. Yongue | 259 | $319.7K | 0.23% | 00.0% | Unchanged |
| SCS Capital Management LLC | 265 | $327.1K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 286 | $353.4K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 289 | $356.7K | 0.24% | −51−15.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 292 | $359.9K | 0.08% | −2−0.7% | Reduced |
| ELCO Management Co., LLC | 298 | $367.8K | 0.19% | +36+13.7% | Added |
| Thrive Wealth Management, LLC | 299 | $369.1K | 0.06% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 300 | $370.0K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $374.0K | 0.19% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $387.6K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 319 | $393.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 337 | $420.4K | 0.00% | +23+7.3% | Added |
| Susquehanna International Group, LLP | 344 | $424.6K | 0.00% | +89+34.9% | Added |
| Allworth Financial LP | 346 | $427.1K | 0.00% | −10−2.8% | Reduced |
| Cresset Asset Management, LLC | 352 | $434.5K | 0.00% | +352 | New |
| Ameritas Advisory Services, LLC | 355 | $438.2K | 0.03% | +265+294.4% | Added |
| Income Research & Management | 358 | $442.3K | 0.22% | 00.0% | Unchanged |