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 |
|---|---|---|---|---|---|
| Comerica Bank | 360 | $444.2K | 0.00% | −2−0.6% | Reduced |
| Oxbow Advisors, LLC | 366 | $451.8K | 0.04% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 367 | $453.0K | 0.37% | +367 | New |
| Black Swift Group, LLC | 370 | $456.7K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 385 | $477.8K | 0.00% | +36+10.3% | Added |
| F/M Investments LLC | 401 | $495.6K | 0.02% | −16−3.8% | Reduced |
| Resources Investment Advisors, LLC. | 412 | $508.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 414 | $510.5K | 0.00% | +25+6.4% | Added |
| Pekin Hardy Strauss, Inc. | 419 | $517.2K | 0.05% | −20−4.6% | Reduced |
| HRT Financial LP | 440 | $543.0K | 0.00% | +103+30.6% | Added |
| Marathon Trading Investment Management LLC | 444 | $548.0K | 0.23% | 00.0% | Unchanged |
| Scotia Capital Inc. | 453 | $559.1K | 0.00% | −154−25.4% | Reduced |
| Ingalls & Snyder LLC | 459 | $567.0K | 0.02% | −17−3.6% | Reduced |
| Bearing Point Capital, LLC | 465 | $573.9K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 487 | $601.1K | 0.00% | −166−25.4% | Reduced |
| Pathway Financial Advisers, LLC | 510 | $629.5K | 0.18% | −4−0.8% | Reduced |
| Independent Wealth Network Inc. | 527 | $650.3K | 0.21% | +8+1.5% | Added |
| CWM, LLC | 546 | $674.0K | 0.00% | −2−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 544 | $678.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 567 | $700.2K | 0.03% | +182+47.3% | Added |
| Wedbush Securities Inc | 568 | $701.0K | 0.02% | +10+1.8% | Added |
| Searle & Co. | 573 | $707.2K | 0.19% | −64−10.0% | Reduced |
| Bowman & Co S.C. | 575 | $710.3K | 0.30% | −34−5.6% | Reduced |
| Ieq Capital, LLC | 577 | $712.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 600 | $740.6K | 0.00% | −18−2.9% | Reduced |
| Ulland Investment Advisors, LLC | 604 | $746.0K | 0.56% | −6,608−91.6% | Reduced |
| Chilton Capital Management LLC | 621 | $766.5K | 0.03% | −21−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 626 | $772.7K | 0.01% | −23−3.5% | Reduced |
| Islay Capital Management, LLC | 635 | $783.8K | 0.45% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $796.1K | 0.23% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $802.3K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 651 | $803.3K | 0.01% | −11−1.7% | Reduced |
| Coordinated Financial Services, Inc. | 655 | $808.1K | 0.52% | +1+0.2% | Added |
| BOS Asset Management, LLC | 658 | $812.2K | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 664 | $819.9K | 0.00% | +190+40.1% | Added |
| Van Hulzen Asset Management, LLC | 678 | $837.2K | 0.06% | −3−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 738 | $911.9K | 0.02% | +30+4.2% | Added |
| Seelaus Asset Management LLC | 741 | $914.6K | 0.73% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 785 | $968.9K | 0.00% | −985−55.6% | Reduced |
| Blair William & Co | 785 | $968.9K | 0.00% | −15−1.9% | Reduced |
| Founders Capital Management, LLC | 788 | $972.6K | 0.15% | −97−11.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 805 | $993.6K | 0.85% | +25+3.2% | Added |
| Momentum Wealth Planning, LLC | 821 | $1.01M | 0.79% | −2−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $1.04M | 0.13% | 00.0% | Unchanged |
| Apollon Financial, LLC | 870 | $1.07M | 0.18% | −141−13.9% | Reduced |
| Cove Private Wealth, LLC | 884 | $1.09M | 0.35% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 887 | $1.10M | 0.27% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 888 | $1.10M | 0.02% | −200−18.4% | Reduced |
| US Bancorp | 910 | $1.12M | 0.00% | +100+12.3% | Added |
| First Foundation Advisors | 940 | $1.16M | 0.04% | +80+9.3% | Added |
| StoneX Group Inc. | 947 | $1.17M | 0.05% | +33+3.6% | Added |
| Benson Investment Management Company, Inc. | 960 | $1.18M | 0.40% | +20+2.1% | Added |
| Paradigm Capital Management, LLC | 961 | $1.19M | 1.18% | −143−13.0% | Reduced |
| LexAurum Advisors, LLC | 973 | $1.20M | 0.17% | +3+0.3% | Added |
| D.A. Davidson & Co. | 1,026 | $1.27M | 0.01% | +40+4.1% | Added |
| Schnieders Capital Management, LLC. | 1,033 | $1.28M | 0.23% | +1,033 | New |
| Rockefeller Capital Management L.P. | 1,037 | $1.28M | 0.00% | +1,037 | New |
| Schroder Investment Management Group | 1,039 | $1.28M | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 1,047 | $1.29M | 0.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,086 | $1.34M | 0.00% | +95+9.6% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.36M | 0.57% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,148 | $1.42M | 0.01% | +211+22.5% | Added |
| Bowie Capital Management, LLC | 1,200 | $1.48M | 0.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,209 | $1.49M | 0.03% | +360+42.4% | Added |
| SEI Investments Co | 1,214 | $1.50M | 0.00% | −2−0.2% | Reduced |
| Wittenberg Investment Management, Inc. | 1,274 | $1.57M | 0.62% | −20−1.5% | Reduced |
| Agf Management Ltd | 1,300 | $1.60M | 0.01% | −400−23.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,317 | $1.65M | 0.00% | −39−2.9% | Reduced |
| Keystone Financial Group | 1,350 | $1.67M | 0.13% | −1,417−51.2% | Reduced |
| Icon Advisers Inc | 1,459 | $1.80M | 0.39% | +347+31.2% | Added |
| Bryn Mawr Trust Co | 1,494 | $1.84M | 0.04% | −43−2.8% | Reduced |
| Magnus Financial Group LLC | 1,512 | $1.87M | 0.15% | +146+10.7% | Added |
| Truist Financial Corp | 1,514 | $1.87M | 0.00% | +108+7.7% | Added |
| JT Stratford LLC | 1,536 | $1.90M | 0.25% | +98+6.8% | Added |
| Farther Finance Advisors, LLC | 1,575 | $1.94M | 0.03% | +799+103.0% | Added |
| National Bank of Canada | 1,598 | $1.97M | 0.00% | −50−3.0% | Reduced |
| McHugh Group, LLC | 1,634 | $2.02M | 1.21% | −20−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,746 | $2.14M | 0.00% | +458+35.6% | Added |
| Montag A & Associates Inc | 1,854 | $2.29M | 0.11% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 1,889 | $2.33M | 0.70% | −210−10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,940 | $2.39M | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 1,995 | $2.46M | 0.10% | −27−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,070 | $2.55M | 0.01% | −86−4.0% | Reduced |
| Calamos Advisors LLC | 2,083 | $2.57M | 0.01% | −75−3.5% | Reduced |
| Neuberger Berman Group LLC | 2,174 | $2.68M | 0.00% | +100+4.8% | Added |
| Bessemer Group Inc | 2,271 | $2.80M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,418 | $2.98M | 0.00% | +278+13.0% | Added |
| Janney Montgomery Scott LLC | 2,457 | $3.03M | 0.01% | −10−0.4% | Reduced |
| RMB Capital Management, LLC | 2,465 | $3.04M | 0.06% | +424+20.8% | Added |
| AEGON USA Investment Management, LLC | – | $3.55M | 2.42% | – | – |
| Deroy & Devereaux Private Investment Counsel Inc | 3,009 | $3.71M | 0.19% | −10−0.3% | Reduced |
| Seven Springs Wealth Group, LLC | 3,016 | $3.72M | 0.90% | +240+8.6% | Added |
| Edgemoor Investment Advisors, Inc. | 3,034 | $3.74M | 0.29% | −86−2.8% | Reduced |
| Envestnet Asset Management Inc | 3,057 | $3.77M | 0.00% | +54+1.8% | Added |
| Goldman Sachs Group Inc | 3,280 | $4.05M | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,310 | $4.09M | 0.65% | +10+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,410 | $4.21M | 0.01% | −140−3.9% | Reduced |
| LM Advisors LLC | 3,458 | $4.27M | 0.61% | +16+0.5% | Added |
| Spectrum Asset Management, Inc. | 3,487 | $4.30M | 8.76% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,639,000 | $4.49M | 0.01% | 00.0% | Unchanged |