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, Q4 2025
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 268
- +17 vs. Q3 2025
- Shares held
- 6.13M
- +190.0K (+3.2%) vs. Q3 2025
- Total value
- $2.86B
- −$62.5M (−2.1%) vs. Q3 2025
- New holders
- 31
- 76 more added
- Sold out
- 14
- 70 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $2 | 0.00% | – | – |
| Rothschild Investment LLC | 2 | $2.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $2.42K | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $2.42K | 0.00% | +2 | New |
| LM Advisors LLC | 4,215 | $3.48K | 0.07% | +757+21.9% | Added |
| Asset Dedication, LLC | 3 | $3.64K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.64K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.64K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.64K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $6.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $6.06K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 5 | $6.06K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $6.06K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 6 | $7.27K | 0.00% | −4−40.0% | Reduced |
| GHP Investment Advisors, Inc. | 6 | $7.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.48K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8 | $9.70K | 0.00% | −6,483−99.9% | Reduced |
| Rossby Financial, LCC | 8 | $9.70K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8 | $9.70K | 0.00% | +8 | New |
| Howe & Rusling Inc | 10 | $12.1K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $12.1K | 0.00% | +10 | New |
| Abound Financial, LLC | 10 | $12.1K | 0.00% | +10 | New |
| McIlrath & Eck, LLC | 11 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $13.4K | 0.00% | −47−81.0% | Reduced |
| AE Wealth Management LLC | 12 | $14.5K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 12 | $14.5K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 13 | $15.8K | 0.01% | +13 | New |
| Capital Investment Advisory Services, LLC | 20 | $24.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20 | $24.2K | 0.00% | +10+100.0% | Added |
| Modus Advisors, LLC | 21 | $25.5K | 0.01% | +21 | New |
| Northwestern Mutual Wealth Management Co | 23 | $27.9K | 0.00% | −10−30.3% | Reduced |
| Prosperity Bancshares Inc | 24 | $29.1K | 0.03% | +24 | New |
| Albion Financial Group | 25 | $30.3K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 25 | $30.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $30.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28 | $33.9K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $38.8K | 0.02% | +32 | New |
| Colonial Trust Advisors | 33 | $40.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 34 | $41.2K | 0.01% | +34 | New |
| NBT Bank N A | 93 | $48.0K | 0.00% | +9+10.7% | Added |
| Quent Capital, LLC | 40 | $48.5K | 0.00% | +40 | New |
| Beacon Financial Strategies CORP | 40 | $48.5K | 0.03% | +40 | New |
| Caldwell Trust Co | 45 | $54.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $70.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $70.5K | 0.00% | +50+625.0% | Added |
| Fifth Third Bancorp | 60 | $72.7K | 0.00% | −4−6.3% | Reduced |
| Angeles Wealth Management, LLC | 60 | $72.8K | 0.00% | +60 | New |
| Virtus ETF Advisers LLC | – | $80.1K | 0.04% | – | – |
| IFP Advisors, Inc | 78 | $94.5K | 0.00% | +23+41.8% | Added |
| IMA Wealth, Inc. | 85 | $103.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 85 | $103.0K | 0.09% | +85 | New |
| GWM Advisors LLC | 90 | $109.1K | 0.00% | −3−3.2% | Reduced |
| Golden State Wealth Management, LLC | 91 | $110.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 93 | $112.7K | 0.00% | −5−5.1% | Reduced |
| Powell Investment Advisors, LLC | 100 | $121.2K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 102 | $124.0K | 0.10% | −502−83.1% | Reduced |
| MAI Capital Management | 122 | $147.9K | 0.00% | +77+171.1% | Added |
| Hamilton Point Investment Advisors, LLC | 135 | $163.6K | 0.02% | +135 | New |
| Brown Brothers Harriman & Co | 150 | $181.8K | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 165 | $200.0K | 0.03% | −5−2.9% | Reduced |
| Riverview Trust Co | 167 | $202.4K | 0.24% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 174 | $210.9K | 0.00% | −9−4.9% | Reduced |
| AlphaCore Capital LLC | 181 | $219.4K | 0.00% | +4+2.3% | Added |
| Wealthcare Advisory Partners LLC | 188 | $227.6K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 190 | $230.3K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 192 | $231.5K | 0.00% | +2+1.1% | Added |
| Inkwell Capital LLC | 195 | $236.3K | 0.24% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 198 | $240.2K | 0.10% | +198 | New |
| Bank of Montreal | 205 | $248.8K | 0.00% | +36+21.3% | Added |
| HB Wealth Management, LLC | 206 | $249.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 207 | $250.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 218 | $264.2K | 0.00% | −28−11.4% | Reduced |
| Sjbenen Advisory, LLC | 468 | $264.2K | 0.27% | +468 | New |
| IFG Advisory, LLC | 218 | $264.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $264.6K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 220 | $266.6K | 0.06% | +10+4.8% | Added |
| Zazove Associates LLC | 220 | $267.3K | 0.02% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 225 | $272.7K | 0.01% | +225 | New |
| First County Bank | 225 | $272.9K | 0.15% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 227 | $275.1K | 0.01% | +22+10.7% | Added |
| Michael B. Yongue | 229 | $277.5K | 0.19% | −30−11.6% | Reduced |
| Pensionmark Financial Group, LLC | 233 | $282.1K | 0.00% | +233 | New |
| Belpointe Asset Management LLC | 233 | $282.9K | 0.01% | +3+1.3% | Added |
| Bailard, Inc. | 235 | $284.8K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 235 | $284.8K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 235 | $284.8K | 0.01% | +20+9.3% | Added |
| Evanson Asset Management, LLC | 250 | $303.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 250 | $303.0K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 270 | $327.2K | 0.00% | −183−40.4% | Reduced |
| WFA of San Diego, LLC | 275 | $333.3K | 0.24% | −14−4.8% | Reduced |
| Smith, Moore & Co. | 275 | $333.3K | 0.03% | +20+7.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 275 | $333.3K | 0.05% | +25+10.0% | Added |
| Ieq Capital, LLC | 277 | $335.7K | 0.00% | −300−52.0% | Reduced |
| Brown Advisory Inc | 285 | $345.4K | 0.00% | −29−9.2% | Reduced |
| Independent Advisor Alliance | 287 | $347.5K | 0.01% | +1+0.3% | Added |
| SCS Capital Management LLC | 289 | $350.3K | 0.00% | +24+9.1% | Added |
| Newman Dignan & Sheerar, Inc. | 294 | $356.7K | 0.07% | +2+0.7% | Added |
| Comerica Bank | 296 | $358.2K | 0.00% | −64−17.8% | Reduced |