Wells Fargo & Company
WFC- 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; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
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
- 2,664
- +71 vs. Q2 2025
- Shares held
- 2.39B
- −43.4M (−1.8%) vs. Q2 2025
- Total value
- $200.3B
- +$5.24B (+2.7%) vs. Q2 2025
- New holders
- 197
- 1,085 more added
- Sold out
- 126
- 966 more reduced
41 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 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 5,780 | $484.5K | 0.15% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,737 | $485.6K | 0.06% | +469+8.9% | Added |
| Campion Asset Management LLC | 5,797 | $485.9K | 0.34% | −200−3.3% | Reduced |
| Whalen Wealth Management Inc. | 5,799 | $486.1K | 0.28% | +5,799 | New |
| AdvisorShares Investments LLC | 5,800 | $486.2K | 0.08% | +5,800 | New |
| Stiles Financial Services Inc | 5,821 | $487.9K | 0.15% | −144−2.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,825 | $488.2K | 0.11% | +958+19.7% | Added |
| Peak Planning Group, LLC | 5,829 | $488.6K | 0.25% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 5,851 | $490.4K | 0.06% | +100+1.7% | Added |
| G2 Capital Management, LLC | 5,862 | $491.4K | 0.12% | +210+3.7% | Added |
| Silverlake Wealth Management LLC | 5,869 | $491.9K | 0.12% | −76−1.3% | Reduced |
| Searle & Co. | 5,887 | $493.4K | 0.13% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,888 | $493.5K | 0.06% | +158+2.8% | Added |
| FLC Capital Advisors | 5,890 | $493.7K | 0.10% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $494.5K | 0.12% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 5,914 | $495.7K | 0.06% | −205−3.4% | Reduced |
| First Citizens Financial Corp | 5,945 | $498.3K | 0.25% | −6−0.1% | Reduced |
| Hidden Cove Wealth Management, LLC | 5,948 | $498.6K | 0.33% | +119+2.0% | Added |
| Visionary Wealth Advisors | 5,975 | $500.8K | 0.02% | −3,356−36.0% | Reduced |
| Narus Financial Partners, LLC | 5,987 | $501.9K | 0.14% | +667+12.5% | Added |
| PFC Capital Group, Inc. | 5,991 | $502.0K | 0.21% | +318+5.6% | Added |
| Kathleen S. Wright Associates Inc. | 6,075 | $503.3K | 0.19% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,013 | $504.0K | 0.05% | −51−0.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 6,016 | $504.2K | 0.09% | +20.0% | Added |
| Annex Advisory Services, LLC | 6,023 | $504.8K | 0.01% | +15+0.2% | Added |
| Moloney Securities Asset Management, LLC | 6,025 | $505.0K | 0.06% | +971+19.2% | Added |
| Silvia McColl Wealth Management, LLC | 6,025 | $505.0K | 0.34% | −23−0.4% | Reduced |
| First National Bank of Hutchinson | 6,029 | $505.4K | 0.27% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6,031 | $505.5K | 0.39% | −929−13.3% | Reduced |
| Richard W. Paul & Associates, LLC | 6,039 | $506.2K | 0.17% | −317−5.0% | Reduced |
| MBL Wealth, LLC | 6,040 | $506.3K | 0.04% | +160+2.7% | Added |
| Western Pacific Wealth Management, LP | 6,050 | $507.1K | 0.49% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,333 | $507.4K | 0.08% | +1,399+28.4% | Added |
| Hohimer Wealth Management, LLC | 6,075 | $509.2K | 0.07% | +5+0.1% | Added |
| Verus Capital Partners, LLC | 6,077 | $509.3K | 0.04% | −196−3.1% | Reduced |
| Boyd Watterson Asset Management LLC | 6,084 | $510.0K | 0.15% | −134−2.2% | Reduced |
| Baldwin Brothers Inc | 6,100 | $511.3K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 6,102 | $511.4K | 0.17% | +9+0.1% | Added |
| Mengis Capital Management, Inc. | 6,116 | $512.7K | 0.10% | −149−2.4% | Reduced |
| Cardiff Park Advisors, LLC | 6,122 | $513.1K | 0.04% | −7,469−55.0% | Reduced |
| First National Bank & Trust Co of Newtown | 6,159 | $516.2K | 0.10% | −19−0.3% | Reduced |
| Novare Capital Management LLC | 6,180 | $518.0K | 0.04% | +391+6.8% | Added |
| Alpha Advisors, LLC | 6,186 | $518.5K | 0.39% | +32+0.5% | Added |
| Novem Group | 6,192 | $519.0K | 0.06% | +60+1.0% | Added |
| TBH Global Asset Management, LLC | 6,204 | $520.0K | 0.10% | −8−0.1% | Reduced |
| Smithfield Trust Co | 6,213 | $520.0K | 0.02% | +959+18.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,210 | $520.5K | 0.06% | −25−0.4% | Reduced |
| Investment Research Partners LLC | 6,066 | $521.7K | 0.23% | +6,066 | New |
| Occidental Asset Management, LLC | 6,226 | $521.9K | 0.07% | −946−13.2% | Reduced |
| Legacy Bridge, LLC | 6,229 | $522.1K | 0.22% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,229 | $522.1K | 0.15% | +35+0.6% | Added |
| Simmons Bank | 6,243 | $523.3K | 0.03% | −100−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 6,250 | $523.9K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,251 | $523.9K | 0.07% | −106−1.7% | Reduced |
| TFR Capital, LLC. | 6,256 | $524.4K | 0.18% | −467−6.9% | Reduced |
| Aull & Monroe Investment Management Corp | 6,259 | $524.6K | 0.27% | −259−4.0% | Reduced |
| Sequent Asset Management, LLC | 6,281 | $526.5K | 0.25% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 6,281 | $526.5K | 0.38% | +41+0.7% | Added |
| Lakeridge Wealth Management LLC | 6,282 | $526.5K | 0.23% | +8+0.1% | Added |
| Front Row Advisors LLC | 6,293 | $527.5K | 0.18% | 00.0% | Unchanged |
| Jacobsen Capital Management | 6,298 | $527.9K | 0.18% | +106+1.7% | Added |
| Beta Wealth Group, Inc. | 6,302 | $528.2K | 0.21% | +1,500+31.2% | Added |
| VisionPoint Advisory Group, LLC | 6,305 | $528.5K | 0.11% | +2,629+71.5% | Added |
| Schulhoff & Co Inc | 6,307 | $528.7K | 0.23% | +10.0% | Added |
| Fortress Financial Group, LLC | 6,309 | $528.8K | 0.41% | +17+0.3% | Added |
| Wayfinding Financial, LLC | 6,317 | $529.0K | 0.23% | −249−3.8% | Reduced |
| Grant Private Wealth Management Inc | 6,330 | $530.6K | 0.33% | −30,951−83.0% | Reduced |
| Iowa State Bank | 6,332 | $530.7K | 0.10% | +6,332 | New |
| Zullo Investment Group, Inc. | 6,340 | $531.5K | 0.20% | +122+2.0% | Added |
| Traphagen Investment Advisors LLC | 6,346 | $531.9K | 0.05% | +127+2.0% | Added |
| Salomon & Ludwin, LLC | 6,605 | $532.8K | 0.05% | +1,809+37.7% | Added |
| Hayek Kallen Investment Management | 6,360 | $533.0K | 0.17% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,362 | $533.3K | 0.06% | −874−12.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,370 | $533.9K | 0.35% | +257+4.2% | Added |
| M3 Advisory Group, LLC | 6,371 | $534.0K | 0.33% | −17−0.3% | Reduced |
| Wealth Preservation Advisors, LLC | 6,375 | $534.4K | 0.31% | +157+2.5% | Added |
| Hartford Financial Management Inc. | 6,400 | $536.4K | 0.14% | −3,027−32.1% | Reduced |
| Requisite Capital Management, LLC | 6,400 | $536.4K | 0.09% | +6,400 | New |
| Sterneck Capital Management, LLC | 6,415 | $537.7K | 0.25% | 00.0% | Unchanged |
| Cooper Financial Group | 6,417 | $537.9K | 0.06% | −207−3.1% | Reduced |
| CVA Family Office, LLC | 6,444 | $540.2K | 0.07% | +58+0.9% | Added |
| Advus Financial Partners, LLC | 6,447 | $540.4K | 0.13% | −514−7.4% | Reduced |
| STAR Financial Bank | 6,449 | $540.6K | 0.32% | −709−9.9% | Reduced |
| Heartland Bank & Trust Co | 6,453 | $540.9K | 0.22% | −282−4.2% | Reduced |
| Duncker Streett & Co Inc | 6,458 | $541.3K | 0.09% | +93+1.5% | Added |
| Richmond Investment Services, LLC | 6,472 | $542.5K | 0.10% | +50+0.8% | Added |
| Family Management Corp | 6,478 | $543.0K | 0.08% | +2,142+49.4% | Added |
| Maia Wealth LLC | 6,326 | $544.6K | 0.09% | +153+2.5% | Added |
| Founders Financial Alliance, LLC | 6,520 | $546.6K | 0.10% | +1,578+31.9% | Added |
| Twinbeech Capital LP | 6,526 | $547.0K | 0.02% | −73,815−91.9% | Reduced |
| Sax Wealth Advisors, LLC | 6,528 | $547.2K | 0.03% | −3,628−35.7% | Reduced |
| Intrua Financial, LLC | 6,559 | $549.8K | 0.06% | −8−0.1% | Reduced |
| RD Lewis Holdings, Inc. | 6,393 | $551.5K | 0.52% | −475−6.9% | Reduced |
| a16z Perennial Management, L.P. | 6,584 | $551.9K | 0.04% | +6,584 | New |
| Keystone Financial Group | 6,603 | $553.5K | 0.04% | +52+0.8% | Added |
| WealthTrust Axiom LLC | 6,613 | $554.3K | 0.15% | +626+10.5% | Added |
| Fortitude Family Office, LLC | 6,620 | $554.9K | 0.15% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 6,623 | $555.2K | 0.30% | −6−0.1% | Reduced |
| Axis Wealth Partners, LLC | 6,639 | $556.4K | 0.33% | +84+1.3% | Added |
| Citizens Business Bank | 6,650 | $557.4K | 0.09% | +2,661+66.7% | Added |