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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 6,654 | $557.7K | 0.19% | −103−1.5% | Reduced |
| Weil Company, Inc. | 6,673 | $559.3K | 0.13% | −277−4.0% | Reduced |
| Piscataqua Savings Bank | 6,684 | $560.2K | 0.44% | −132−1.9% | Reduced |
| New Republic Capital, LLC | 6,689 | $560.7K | 0.17% | +744+12.5% | Added |
| Eisler Capital Management Ltd. | 6,647 | $562.2K | 0.01% | −133,264−95.2% | Reduced |
| Lynch & Associates | 6,713 | $562.7K | 0.11% | −16−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 6,724 | $563.6K | 0.25% | −420−5.9% | Reduced |
| Drexel Morgan & Co. | 6,747 | $565.5K | 0.09% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,747 | $565.6K | 0.24% | +656+10.8% | Added |
| Lincoln Capital LLC | 7,042 | $568.1K | 0.11% | +28+0.4% | Added |
| New Hampshire Trust | 6,785 | $568.7K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,824 | $572.0K | 0.04% | −1,629−19.3% | Reduced |
| Summa Corp. | 6,829 | $572.4K | 0.25% | −2,197−24.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,895 | $578.0K | 0.06% | +61+0.9% | Added |
| SPC Financial, Inc. | 6,904 | $578.7K | 0.05% | +578+9.1% | Added |
| Naples Global Advisors, LLC | 6,919 | $579.9K | 0.05% | +2,355+51.6% | Added |
| Fairview Capital Investment Management, LLC | 6,930 | $580.9K | 0.03% | −425−5.8% | Reduced |
| HHM Wealth Advisors, LLC | 6,933 | $581.1K | 0.07% | +36+0.5% | Added |
| Magnus Financial Group LLC | 6,944 | $582.1K | 0.05% | −523−7.0% | Reduced |
| Fiduciary Alliance LLC | 6,954 | $582.9K | 0.04% | −9,794−58.5% | Reduced |
| Sound Income Strategies, LLC | 7,308 | $583.9K | 0.03% | −360−4.7% | Reduced |
| Means Investment Co., Inc. | 6,970 | $584.2K | 0.05% | −97−1.4% | Reduced |
| Nwam LLC | 6,813 | $584.4K | 0.03% | −1,481−17.9% | Reduced |
| Kearns & Associates LLC | 7,000 | $586.7K | 0.31% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 7,004 | $587.0K | 0.27% | −370−5.0% | Reduced |
| Integrity Wealth Advisors, Inc. | 7,143 | $587.9K | 0.21% | +2,775+63.5% | Added |
| Cambridge Advisors Inc. | 7,022 | $588.6K | 0.12% | −98−1.4% | Reduced |
| Tucker Asset Management LLC | 7,023 | $588.7K | 0.18% | −102−1.4% | Reduced |
| SNS Financial Group, LLC | 7,026 | $588.9K | 0.05% | −10.0% | Reduced |
| Douglas Lane & Associates, LLC | 7,058 | $591.6K | 0.01% | −1,582−18.3% | Reduced |
| Burton Enright Welch | 7,058 | $591.6K | 0.09% | −2,070−22.7% | Reduced |
| Blue Barn Wealth, LLC | 7,065 | $592.2K | 0.26% | +1,323+23.0% | Added |
| Delta Investment Management, LLC | 7,077 | $593.2K | 0.11% | −15−0.2% | Reduced |
| one8zero8, LLC | 7,085 | $593.9K | 0.13% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,100 | $595.1K | 0.10% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 7,114 | $596.3K | 0.16% | +11+0.2% | Added |
| Heritage Investment Group, Inc. | 7,120 | $596.8K | 0.10% | +915+14.7% | Added |
| Spirepoint Private Client, LLC | 7,129 | $597.6K | 0.06% | +7,129 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,136 | $598.1K | 0.11% | +378+5.6% | Added |
| Well Done, LLC | 7,138 | $598.3K | 0.10% | −84−1.2% | Reduced |
| Secure Asset Management, LLC | 7,400 | $598.4K | 0.10% | +567+8.3% | Added |
| Cowa, LLC | 7,143 | $598.7K | 0.20% | −480−6.3% | Reduced |
| Connecticut Wealth Management, LLC | 7,150 | $599.3K | 0.03% | −76−1.1% | Reduced |
| Atom Investors LP | 7,153 | $599.6K | 0.05% | −34,458−82.8% | Reduced |
| MONECO Advisors, LLC | 7,184 | $602.1K | 0.05% | +84+1.2% | Added |
| Peak Retirement Planning, Inc. | 7,190 | $602.7K | 0.17% | +444+6.6% | Added |
| Coastline Trust Co | 7,196 | $603.2K | 0.06% | +220+3.2% | Added |
| Alpha Family Trust | 7,220 | $605.2K | 0.28% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,233 | $606.3K | 0.03% | +143+2.0% | Added |
| Farringdon Capital, Ltd. | 7,239 | $606.8K | 0.15% | −1,609−18.2% | Reduced |
| Fermata Advisors, LLC | 7,263 | $608.8K | 0.15% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 7,275 | $609.8K | 0.39% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 7,276 | $609.9K | 0.09% | −340−4.5% | Reduced |
| Howe & Rusling Inc | 7,309 | $612.6K | 0.04% | +469+6.9% | Added |
| Papp L Roy & Associates | 7,310 | $612.7K | 0.07% | −2,693−26.9% | Reduced |
| Sageworth Trust Co | 7,312 | $612.9K | 0.03% | +7,312 | New |
| Global Assets Advisory, LLC | 7,330 | $614.4K | 0.18% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 7,332 | $614.6K | 0.07% | −1,349−15.5% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $614.8K | 0.17% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7,349 | $616.0K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 7,352 | $616.2K | 0.14% | −682−8.5% | Reduced |
| Tranquility Partners, LLC | 7,374 | $618.1K | 0.21% | +7,374 | New |
| Bridge Creek Capital Management LLC | 7,400 | $620.3K | 0.17% | 00.0% | Unchanged |
| Spinnaker Trust | 7,407 | $620.9K | 0.03% | 00.0% | Unchanged |
| Verum Partners LLC | 7,408 | $621.0K | 0.13% | +143+2.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7,423 | $622.2K | 0.16% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 7,423 | $622.2K | 0.17% | +1,255+20.3% | Added |
| Brown Miller Wealth Management, LLC | 7,424 | $622.2K | 0.18% | +3,060+70.1% | Added |
| Brueske Advisory Services, LLC | 7,433 | $623.0K | 0.34% | +98+1.3% | Added |
| Victory Financial Group, LLC | 7,440 | $623.6K | 0.09% | +3,706+99.3% | Added |
| Weaver Consulting Group | 7,441 | $623.7K | 0.16% | +119+1.6% | Added |
| Weaver Capital Management LLC | 7,443 | $623.9K | 0.14% | +7,443 | New |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $624.6K | 0.08% | 00.0% | Unchanged |
| Triumph Capital Management | 7,462 | $625.5K | 0.17% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 7,480 | $627.0K | 0.09% | +7,480 | New |
| Humankind Investments LLC | 7,509 | $629.4K | 0.14% | +221+3.0% | Added |
| Copperleaf Capital, LLC | 7,525 | $630.8K | 0.30% | +230+3.2% | Added |
| Bouchey Financial Group Ltd | 7,534 | $631.5K | 0.05% | +101+1.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,550 | $632.8K | 0.02% | −5,088−40.3% | Reduced |
| BigSur Wealth Management LLC | 7,550 | $632.8K | 0.16% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 7,559 | $634.0K | 0.45% | +14+0.2% | Added |
| First National Bank | 7,564 | $634.0K | 0.34% | −270−3.4% | Reduced |
| Sawgrass Asset Management LLC | 7,570 | $634.5K | 0.08% | +630+9.1% | Added |
| TCTC Holdings, LLC | 7,574 | $634.8K | 0.02% | −119−1.5% | Reduced |
| Basepoint Wealth LLC | 7,574 | $634.9K | 0.45% | −542−6.7% | Reduced |
| Winthrop Capital Management, LLC | 7,584 | $636.0K | 0.15% | −1,251−14.2% | Reduced |
| Cornerstone Advisory, LLC | 7,600 | $637.0K | 0.06% | +157+2.1% | Added |
| Patten & Patten Inc | 7,606 | $637.5K | 0.04% | +499+7.0% | Added |
| DKM Wealth Management, Inc. | 7,616 | $638.4K | 0.51% | +22+0.3% | Added |
| Wood Tarver Financial Group, LLC | 7,634 | $639.0K | 0.19% | +10.0% | Added |
| Claro Advisors LLC | 7,627 | $639.3K | 0.09% | −754−9.0% | Reduced |
| ZEGA Investments, LLC | 7,630 | $639.5K | 0.15% | +7+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 7,651 | $641.3K | 0.16% | +75+1.0% | Added |
| Doliver Advisors, LP | 7,675 | $643.3K | 0.17% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,690 | $644.6K | 0.06% | −430−5.3% | Reduced |
| BancorpSouth Bank | 7,693 | $644.8K | 0.04% | +76+1.0% | Added |
| Deseret Mutual Benefit Administrators | 7,693 | $644.8K | 0.27% | −1,328−14.7% | Reduced |
| OneAscent Wealth Management LLC | 7,693 | $644.8K | 0.22% | +36+0.5% | Added |
| Whalerock Point Partners, LLC | 7,693 | $644.8K | 0.13% | +1,410+22.4% | Added |
| FourThought Financial Partners, LLC | 7,694 | $644.9K | 0.06% | +392+5.4% | Added |