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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 299 | $362.4K | 0.05% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $367.2K | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 308 | $373.3K | 0.02% | +56+22.2% | Added |
| Westshore Wealth, LLC | 317 | $384.2K | 0.13% | +317 | New |
| Dorsey & Whitney Trust CO LLC | 326 | $395.1K | 0.02% | +7+2.2% | Added |
| Allworth Financial LP | 333 | $403.6K | 0.00% | −13−3.8% | Reduced |
| Cresset Asset Management, LLC | 352 | $426.6K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 364 | $440.7K | 0.04% | −2−0.5% | Reduced |
| Virtue Asset Management LLC | 367 | $444.8K | 0.35% | 00.0% | Unchanged |
| Black Swift Group, LLC | 370 | $448.4K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 375 | $454.5K | 0.00% | −39−9.4% | Reduced |
| F/M Investments LLC | 380 | $458.3K | 0.02% | −21−5.2% | Reduced |
| Two Sigma Securities, LLC | 393 | $476.3K | 0.07% | +393 | New |
| WoodTrust Financial Corp | 400 | $485.0K | 0.06% | +100+33.3% | Added |
| Resources Investment Advisors, LLC. | 412 | $499.3K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 429 | $519.9K | 0.05% | +10+2.4% | Added |
| Marathon Trading Investment Management LLC | 444 | $538.1K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 449 | $544.2K | 0.00% | +64+16.6% | Added |
| Venator Management LLC | 450 | $545.4K | 0.12% | +450 | New |
| Ingalls & Snyder LLC | 459 | $556.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 461 | $558.7K | 0.07% | +461 | New |
| Wedbush Securities Inc | 472 | $572.0K | 0.02% | −96−16.9% | Reduced |
| Captrust Financial Advisors | 487 | $590.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 488 | $596.3K | 0.01% | +151+44.8% | Added |
| Bearing Point Capital, LLC | 498 | $603.6K | 0.09% | +33+7.1% | Added |
| Pathway Financial Advisers, LLC | 508 | $616.1K | 0.18% | −2−0.4% | Reduced |
| Independent Wealth Network Inc. | 535 | $648.3K | 0.20% | +8+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 540 | $654.5K | 0.01% | −86−13.7% | Reduced |
| CWM, LLC | 546 | $662.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 544 | $664.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 564 | $684.3K | 0.03% | −3−0.5% | Reduced |
| NewEdge Wealth, LLC | 565 | $684.8K | 0.01% | −86−13.2% | Reduced |
| Chilton Capital Management LLC | 576 | $698.1K | 0.02% | −45−7.2% | Reduced |
| Bowman & Co S.C. | 579 | $702.3K | 0.30% | +4+0.7% | Added |
| Islay Capital Management, LLC | 595 | $721.1K | 0.42% | −40−6.3% | Reduced |
| Ewa, LLC | 601 | $728.4K | 0.18% | +601 | New |
| Van Hulzen Asset Management, LLC | 644 | $780.1K | 0.06% | −34−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 630 | $780.1K | 0.02% | −108−14.6% | Reduced |
| Pennsylvania Capital Management Inc | 645 | $781.7K | 0.21% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $787.8K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 621 | $789.0K | 0.00% | −465−42.8% | Reduced |
| BOS Asset Management, LLC | 658 | $797.5K | 0.21% | 00.0% | Unchanged |
| HRT Financial LP | 675 | $818.0K | 0.00% | +235+53.4% | Added |
| Apollon Financial, LLC | 677 | $820.0K | 0.12% | −193−22.2% | Reduced |
| Coordinated Financial Services, Inc. | 710 | $860.0K | 0.49% | +55+8.4% | Added |
| Cetera Investment Advisers | 723 | $876.6K | 0.00% | +59+8.9% | Added |
| International Assets Investment Management, LLC | 724 | $877.5K | 0.06% | +724 | New |
| Seelaus Asset Management LLC | 731 | $886.0K | 0.70% | −10−1.3% | Reduced |
| Founders Capital Management, LLC | 741 | $898.1K | 0.13% | −47−6.0% | Reduced |
| JPMorgan Chase & Co | 746 | $904.2K | 0.00% | −39−5.0% | Reduced |
| High Point Wealth Management, LLC | 770 | $933.2K | 0.88% | +770 | New |
| First Foundation Advisors | 773 | $936.9K | 0.04% | −167−17.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 786 | $952.6K | 0.81% | −19−2.4% | Reduced |
| Income Research & Management | 803 | $974.1K | 0.51% | +445+124.3% | Added |
| Momentum Wealth Planning, LLC | 841 | $1.02M | 0.80% | +20+2.4% | Added |
| Central Pacific Bank - Trust Division | 843 | $1.02M | 0.13% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 879 | $1.07M | 0.06% | +879 | New |
| Cove Private Wealth, LLC | 884 | $1.07M | 0.32% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 887 | $1.08M | 0.26% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 888 | $1.08M | 0.02% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 896 | $1.09M | 0.43% | +896 | New |
| US Bancorp | 905 | $1.10M | 0.00% | −5−0.5% | Reduced |
| StoneX Group Inc. | 951 | $1.15M | 0.05% | +4+0.4% | Added |
| Benson Investment Management Company, Inc. | 960 | $1.16M | 0.41% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 961 | $1.16M | 1.08% | 00.0% | Unchanged |
| Blair William & Co | 985 | $1.19M | 0.00% | +200+25.5% | Added |
| Schnieders Capital Management, LLC. | 1,033 | $1.25M | 0.20% | 00.0% | Unchanged |
| Marathon Capital Management | 1,034 | $1.25M | 0.27% | −13−1.2% | Reduced |
| D.A. Davidson & Co. | 1,055 | $1.28M | 0.01% | +29+2.8% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.33M | 0.53% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,147 | $1.39M | 0.01% | +547+91.2% | Added |
| Sanctuary Advisors, LLC | 1,155 | $1.40M | 0.01% | +7+0.6% | Added |
| Wittenberg Investment Management, Inc. | 1,158 | $1.40M | 0.54% | −116−9.1% | Reduced |
| Cerity Partners LLC | 1,162 | $1.41M | 0.00% | +997+604.2% | Added |
| Bowie Capital Management, LLC | 1,200 | $1.45M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,241 | $1.50M | 0.00% | +204+19.7% | Added |
| SEI Investments Co | 1,263 | $1.53M | 0.00% | +49+4.0% | Added |
| Agf Management Ltd | 1,300 | $1.58M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,328 | $1.62M | 0.00% | +11+0.8% | Added |
| JT Stratford LLC | 1,451 | $1.76M | 0.23% | −85−5.5% | Reduced |
| Bryn Mawr Trust Co | 1,494 | $1.81M | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,512 | $1.83M | 0.14% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,526 | $1.84M | 0.00% | +487+46.9% | Added |
| National Bank of Canada | 1,558 | $1.89M | 0.00% | −40−2.5% | Reduced |
| McHugh Group, LLC | 1,609 | $1.95M | 1.11% | −25−1.5% | Reduced |
| Arkadios Wealth Advisors | 1,618 | $1.96M | 0.04% | +1,618 | New |
| JRM Investment Counsel, LLC | 1,850 | $2.24M | 0.65% | −39−2.1% | Reduced |
| Montag A & Associates Inc | 1,854 | $2.25M | 0.10% | 00.0% | Unchanged |
| Icon Advisers Inc | 1,907 | $2.31M | 0.50% | +448+30.7% | Added |
| Advisor Group Holdings, Inc. | 1,917 | $2.32M | 0.00% | +171+9.8% | Added |
| CIBC Private Wealth Group, LLC | 1,940 | $2.35M | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 2,083 | $2.52M | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 2,110 | $2.56M | 0.11% | +115+5.8% | Added |
| Chilton Investment Co LLC | 2,124 | $2.57M | 0.05% | +915+75.7% | Added |
| Bessemer Group Inc | 2,271 | $2.75M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,366 | $2.86M | 0.00% | −52−2.2% | Reduced |
| Neuberger Berman Group LLC | 2,461 | $2.98M | 0.00% | +287+13.2% | Added |
| Janney Montgomery Scott LLC | 2,497 | $3.03M | 0.01% | +40+1.6% | Added |
| RMB Capital Management, LLC | 2,515 | $3.05M | 0.05% | +50+2.0% | Added |
| Keystone Financial Group | 2,627 | $3.18M | 0.24% | +1,277+94.6% | Added |