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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 1,034 | $1.25M | 0.27% | −13−1.2% | Reduced |
| Schnieders Capital Management, LLC. | 1,033 | $1.25M | 0.20% | 00.0% | Unchanged |
| Blair William & Co | 985 | $1.19M | 0.00% | +200+25.5% | Added |
| Paradigm Capital Management, LLC | 961 | $1.16M | 1.08% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 960 | $1.16M | 0.41% | 00.0% | Unchanged |
| StoneX Group Inc. | 951 | $1.15M | 0.05% | +4+0.4% | Added |
| US Bancorp | 905 | $1.10M | 0.00% | −5−0.5% | Reduced |
| Shrier Wealth Management, LLC | 896 | $1.09M | 0.43% | +896 | New |
| Ritholtz Wealth Management | 888 | $1.08M | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 887 | $1.08M | 0.26% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 884 | $1.07M | 0.32% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 879 | $1.07M | 0.06% | +879 | New |
| Central Pacific Bank - Trust Division | 843 | $1.02M | 0.13% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 841 | $1.02M | 0.80% | +20+2.4% | Added |
| Income Research & Management | 803 | $974.1K | 0.51% | +445+124.3% | Added |
| MeadowBrook Investment Advisors LLC | 786 | $952.6K | 0.81% | −19−2.4% | Reduced |
| First Foundation Advisors | 773 | $936.9K | 0.04% | −167−17.8% | Reduced |
| High Point Wealth Management, LLC | 770 | $933.2K | 0.88% | +770 | New |
| JPMorgan Chase & Co | 746 | $904.2K | 0.00% | −39−5.0% | Reduced |
| Founders Capital Management, LLC | 741 | $898.1K | 0.13% | −47−6.0% | Reduced |
| Seelaus Asset Management LLC | 731 | $886.0K | 0.70% | −10−1.3% | Reduced |
| International Assets Investment Management, LLC | 724 | $877.5K | 0.06% | +724 | New |
| Cetera Investment Advisers | 723 | $876.6K | 0.00% | +59+8.9% | Added |
| Coordinated Financial Services, Inc. | 710 | $860.0K | 0.49% | +55+8.4% | Added |
| Apollon Financial, LLC | 677 | $820.0K | 0.12% | −193−22.2% | Reduced |
| HRT Financial LP | 675 | $818.0K | 0.00% | +235+53.4% | Added |
| BOS Asset Management, LLC | 658 | $797.5K | 0.21% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 621 | $789.0K | 0.00% | −465−42.8% | Reduced |
| Aristotle Capital Management, LLC | 650 | $787.8K | 0.00% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $781.7K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 630 | $780.1K | 0.02% | −108−14.6% | Reduced |
| Van Hulzen Asset Management, LLC | 644 | $780.1K | 0.06% | −34−5.0% | Reduced |
| Ewa, LLC | 601 | $728.4K | 0.18% | +601 | New |
| Islay Capital Management, LLC | 595 | $721.1K | 0.42% | −40−6.3% | Reduced |
| Bowman & Co S.C. | 579 | $702.3K | 0.30% | +4+0.7% | Added |
| Chilton Capital Management LLC | 576 | $698.1K | 0.02% | −45−7.2% | Reduced |
| NewEdge Wealth, LLC | 565 | $684.8K | 0.01% | −86−13.2% | Reduced |
| Stratos Wealth Advisors, LLC | 564 | $684.3K | 0.03% | −3−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 544 | $664.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 546 | $662.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 540 | $654.5K | 0.01% | −86−13.7% | Reduced |
| Independent Wealth Network Inc. | 535 | $648.3K | 0.20% | +8+1.5% | Added |
| Pathway Financial Advisers, LLC | 508 | $616.1K | 0.18% | −2−0.4% | Reduced |
| Bearing Point Capital, LLC | 498 | $603.6K | 0.09% | +33+7.1% | Added |
| Whittier Trust Co | 488 | $596.3K | 0.01% | +151+44.8% | Added |
| Captrust Financial Advisors | 487 | $590.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 472 | $572.0K | 0.02% | −96−16.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 461 | $558.7K | 0.07% | +461 | New |
| Ingalls & Snyder LLC | 459 | $556.0K | 0.02% | 00.0% | Unchanged |
| Venator Management LLC | 450 | $545.4K | 0.12% | +450 | New |
| Jones Financial Companies LLLP | 449 | $544.2K | 0.00% | +64+16.6% | Added |
| Marathon Trading Investment Management LLC | 444 | $538.1K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 429 | $519.9K | 0.05% | +10+2.4% | Added |
| Resources Investment Advisors, LLC. | 412 | $499.3K | 0.00% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 400 | $485.0K | 0.06% | +100+33.3% | Added |
| Two Sigma Securities, LLC | 393 | $476.3K | 0.07% | +393 | New |
| F/M Investments LLC | 380 | $458.3K | 0.02% | −21−5.2% | Reduced |
| Creative Planning | 375 | $454.5K | 0.00% | −39−9.4% | Reduced |
| Black Swift Group, LLC | 370 | $448.4K | 0.07% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 367 | $444.8K | 0.35% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 364 | $440.7K | 0.04% | −2−0.5% | Reduced |
| Cresset Asset Management, LLC | 352 | $426.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 333 | $403.6K | 0.00% | −13−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 326 | $395.1K | 0.02% | +7+2.2% | Added |
| Westshore Wealth, LLC | 317 | $384.2K | 0.13% | +317 | New |
| Kovack Advisors, Inc. | 308 | $373.3K | 0.02% | +56+22.2% | Added |
| Aull & Monroe Investment Management Corp | 303 | $367.2K | 0.18% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 299 | $362.4K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 296 | $358.2K | 0.00% | −64−17.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 294 | $356.7K | 0.07% | +2+0.7% | Added |
| SCS Capital Management LLC | 289 | $350.3K | 0.00% | +24+9.1% | Added |
| Independent Advisor Alliance | 287 | $347.5K | 0.01% | +1+0.3% | Added |
| Brown Advisory Inc | 285 | $345.4K | 0.00% | −29−9.2% | Reduced |
| Ieq Capital, LLC | 277 | $335.7K | 0.00% | −300−52.0% | 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 |
| Scotia Capital Inc. | 270 | $327.2K | 0.00% | −183−40.4% | Reduced |
| Evanson Asset Management, LLC | 250 | $303.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 250 | $303.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 233 | $282.9K | 0.01% | +3+1.3% | Added |
| Pensionmark Financial Group, LLC | 233 | $282.1K | 0.00% | +233 | New |
| Michael B. Yongue | 229 | $277.5K | 0.19% | −30−11.6% | Reduced |
| Sax Wealth Advisors, LLC | 227 | $275.1K | 0.01% | +22+10.7% | Added |
| First County Bank | 225 | $272.9K | 0.15% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 225 | $272.7K | 0.01% | +225 | New |
| Zazove Associates LLC | 220 | $267.3K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 220 | $266.6K | 0.06% | +10+4.8% | Added |
| Private Trust Co NA | 218 | $264.6K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 218 | $264.3K | 0.01% | 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 |
| Steward Partners Investment Advisory, LLC | 207 | $250.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 206 | $249.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 205 | $248.8K | 0.00% | +36+21.3% | Added |
| Diesslin Group, Inc. | 198 | $240.2K | 0.10% | +198 | New |
| Inkwell Capital LLC | 195 | $236.3K | 0.24% | 00.0% | Unchanged |