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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 1,026 | $1.27M | 0.01% | +40+4.1% | Added |
| LexAurum Advisors, LLC | 973 | $1.20M | 0.17% | +3+0.3% | Added |
| Paradigm Capital Management, LLC | 961 | $1.19M | 1.18% | −143−13.0% | Reduced |
| Benson Investment Management Company, Inc. | 960 | $1.18M | 0.40% | +20+2.1% | Added |
| StoneX Group Inc. | 947 | $1.17M | 0.05% | +33+3.6% | Added |
| First Foundation Advisors | 940 | $1.16M | 0.04% | +80+9.3% | Added |
| US Bancorp | 910 | $1.12M | 0.00% | +100+12.3% | Added |
| Ritholtz Wealth Management | 888 | $1.10M | 0.02% | −200−18.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.10M | 0.27% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 884 | $1.09M | 0.35% | 00.0% | Unchanged |
| Apollon Financial, LLC | 870 | $1.07M | 0.18% | −141−13.9% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $1.04M | 0.13% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 821 | $1.01M | 0.79% | −2−0.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 805 | $993.6K | 0.85% | +25+3.2% | Added |
| Founders Capital Management, LLC | 788 | $972.6K | 0.15% | −97−11.0% | Reduced |
| JPMorgan Chase & Co | 785 | $968.9K | 0.00% | −985−55.6% | Reduced |
| Blair William & Co | 785 | $968.9K | 0.00% | −15−1.9% | Reduced |
| Seelaus Asset Management LLC | 741 | $914.6K | 0.73% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 738 | $911.9K | 0.02% | +30+4.2% | Added |
| Van Hulzen Asset Management, LLC | 678 | $837.2K | 0.06% | −3−0.4% | Reduced |
| Cetera Investment Advisers | 664 | $819.9K | 0.00% | +190+40.1% | Added |
| BOS Asset Management, LLC | 658 | $812.2K | 0.23% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 655 | $808.1K | 0.52% | +1+0.2% | Added |
| NewEdge Wealth, LLC | 651 | $803.3K | 0.01% | −11−1.7% | Reduced |
| Aristotle Capital Management, LLC | 650 | $802.3K | 0.00% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $796.1K | 0.23% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 635 | $783.8K | 0.45% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 626 | $772.7K | 0.01% | −23−3.5% | Reduced |
| Chilton Capital Management LLC | 621 | $766.5K | 0.03% | −21−3.3% | Reduced |
| Ulland Investment Advisors, LLC | 604 | $746.0K | 0.56% | −6,608−91.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 600 | $740.6K | 0.00% | −18−2.9% | Reduced |
| Ieq Capital, LLC | 577 | $712.2K | 0.00% | 00.0% | Unchanged |
| Bowman & Co S.C. | 575 | $710.3K | 0.30% | −34−5.6% | Reduced |
| Searle & Co. | 573 | $707.2K | 0.19% | −64−10.0% | Reduced |
| Wedbush Securities Inc | 568 | $701.0K | 0.02% | +10+1.8% | Added |
| Stratos Wealth Advisors, LLC | 567 | $700.2K | 0.03% | +182+47.3% | Added |
| Whittier Trust Co of Nevada Inc | 544 | $678.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 546 | $674.0K | 0.00% | −2−0.4% | Reduced |
| Independent Wealth Network Inc. | 527 | $650.3K | 0.21% | +8+1.5% | Added |
| Pathway Financial Advisers, LLC | 510 | $629.5K | 0.18% | −4−0.8% | Reduced |
| Captrust Financial Advisors | 487 | $601.1K | 0.00% | −166−25.4% | Reduced |
| Bearing Point Capital, LLC | 465 | $573.9K | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 459 | $567.0K | 0.02% | −17−3.6% | Reduced |
| Scotia Capital Inc. | 453 | $559.1K | 0.00% | −154−25.4% | Reduced |
| Marathon Trading Investment Management LLC | 444 | $548.0K | 0.23% | 00.0% | Unchanged |
| HRT Financial LP | 440 | $543.0K | 0.00% | +103+30.6% | Added |
| Pekin Hardy Strauss, Inc. | 419 | $517.2K | 0.05% | −20−4.6% | Reduced |
| Creative Planning | 414 | $510.5K | 0.00% | +25+6.4% | Added |
| Resources Investment Advisors, LLC. | 412 | $508.5K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 401 | $495.6K | 0.02% | −16−3.8% | Reduced |
| Jones Financial Companies LLLP | 385 | $477.8K | 0.00% | +36+10.3% | Added |
| Black Swift Group, LLC | 370 | $456.7K | 0.08% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 367 | $453.0K | 0.37% | +367 | New |
| Oxbow Advisors, LLC | 366 | $451.8K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 360 | $444.2K | 0.00% | −2−0.6% | Reduced |
| Income Research & Management | 358 | $442.3K | 0.22% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 355 | $438.2K | 0.03% | +265+294.4% | Added |
| Cresset Asset Management, LLC | 352 | $434.5K | 0.00% | +352 | New |
| Allworth Financial LP | 346 | $427.1K | 0.00% | −10−2.8% | Reduced |
| Susquehanna International Group, LLP | 344 | $424.6K | 0.00% | +89+34.9% | Added |
| Whittier Trust Co | 337 | $420.4K | 0.00% | +23+7.3% | Added |
| Dorsey & Whitney Trust CO LLC | 319 | $393.7K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $387.6K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $374.0K | 0.19% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 300 | $370.0K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 299 | $369.1K | 0.06% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 298 | $367.8K | 0.19% | +36+13.7% | Added |
| Newman Dignan & Sheerar, Inc. | 292 | $359.9K | 0.08% | −2−0.7% | Reduced |
| WFA of San Diego, LLC | 289 | $356.7K | 0.24% | −51−15.0% | Reduced |
| Independent Advisor Alliance | 286 | $353.4K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 265 | $327.1K | 0.00% | 00.0% | Unchanged |
| Michael B. Yongue | 259 | $319.7K | 0.23% | 00.0% | Unchanged |
| Smith, Moore & Co. | 255 | $314.7K | 0.02% | −30−10.5% | Reduced |
| Kovack Advisors, Inc. | 252 | $311.0K | 0.03% | −39−13.4% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 246 | $303.6K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 235 | $290.1K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 235 | $290.1K | 0.19% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 230 | $284.7K | 0.01% | +1+0.4% | Added |
| First County Bank | 225 | $278.0K | 0.14% | 00.0% | Unchanged |
| Zazove Associates LLC | 220 | $272.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $269.5K | 0.02% | +1+0.5% | Added |
| IFG Advisory, LLC | 218 | $269.2K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 215 | $265.4K | 0.01% | −15−6.5% | Reduced |
| RDA Financial Network | 210 | $259.2K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 207 | $255.5K | 0.00% | +26+14.4% | Added |
| HB Wealth Management, LLC | 206 | $254.3K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 205 | $253.0K | 0.01% | −20−8.9% | Reduced |
| Simplicity Wealth,LLC | 200 | $246.9K | 0.01% | 00.0% | Unchanged |
| Inkwell Capital LLC | 195 | $240.7K | 0.25% | +10+5.4% | Added |
| RSM US Wealth Management LLC | 190 | $234.8K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 190 | $234.5K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 187 | $231.2K | 0.00% | +187 | New |
| Bridgewealth Advisory Group, LLC | 185 | $228.3K | 0.05% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 184 | $227.1K | 0.50% | +184 | New |
| Oppenheimer Asset Management Inc. | 183 | $225.9K | 0.00% | +2+1.1% | Added |
| AlphaCore Capital LLC | 177 | $218.5K | 0.01% | +27+18.0% | Added |
| Woodard & Co Asset Management Group Inc | 170 | $209.8K | 0.03% | +10+6.3% | Added |