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 |
|---|---|---|---|---|---|
| Summit Asset Management, LLC | 7,695 | $645.0K | 0.10% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,700 | $645.4K | 0.11% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,703 | $645.7K | 0.04% | +984+14.6% | Added |
| Elyxium Wealth, LLC | 7,751 | $649.7K | 0.23% | +53+0.7% | Added |
| Elevate Wealth Advisory, Inc | 7,753 | $649.9K | 0.47% | −10.0% | Reduced |
| SilverOak Wealth Management LLC | 7,777 | $651.9K | 0.11% | −1,122−12.6% | Reduced |
| FORA Capital, LLC | 7,800 | $653.8K | 0.12% | +7,800 | New |
| Van Cleef Asset Management,Inc | 7,817 | $655.2K | 0.07% | +10.0% | Added |
| KG&L Capital Management,LLC | 10,047 | $656.6K | 0.18% | −5,385−34.9% | Reduced |
| Harmony Asset Management LLC | 7,834 | $656.7K | 0.23% | +7,834 | New |
| Institute for Wealth Management, LLC. | 7,835 | $656.7K | 0.07% | −19−0.2% | Reduced |
| Equitable Trust Co | 7,846 | $657.7K | 0.03% | −19,740−71.6% | Reduced |
| Atala Financial Inc | 7,853 | $658.2K | 0.42% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 7,860 | $658.8K | 0.13% | −940−10.7% | Reduced |
| Bridgewater Advisors Inc. | 7,659 | $659.0K | 0.05% | +195+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 7,878 | $660.3K | 0.02% | +307+4.1% | Added |
| Tactive Advisors, LLC | 7,889 | $661.3K | 0.19% | −378−4.6% | Reduced |
| Pines Wealth Management, LLC | 7,919 | $663.8K | 0.22% | −770−8.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,951 | $666.5K | 0.10% | −192−2.4% | Reduced |
| Sentry Investment Management LLC | 8,367 | $667.0K | 0.45% | +46+0.6% | Added |
| RKL Wealth Management LLC | 7,978 | $668.8K | 0.06% | −41−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 7,979 | $668.8K | 0.04% | −2,877−26.5% | Reduced |
| Wealth Architects, LLC | 8,006 | $671.0K | 0.06% | +181+2.3% | Added |
| Capital Performance Advisors LLP | 8,015 | $671.8K | 0.11% | −500−5.9% | Reduced |
| Icon Wealth Advisors, LLC | 8,016 | $671.9K | 0.05% | +66+0.8% | Added |
| Old West Investment Management, LLC | 8,037 | $673.7K | 0.15% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 8,046 | $674.4K | 0.04% | +2,361+41.5% | Added |
| Auxano Advisors, LLC | 8,047 | $674.5K | 0.14% | +95+1.2% | Added |
| CFO4Life Group, LLC | 8,049 | $674.7K | 0.10% | +172+2.2% | Added |
| Waddell & Associates, LLC | 8,050 | $674.8K | 0.06% | +479+6.3% | Added |
| Integrity Financial Corp | 8,083 | $677.5K | 0.32% | +57+0.7% | Added |
| Money Concepts Capital Corp | 8,097 | $678.7K | 0.04% | +835+11.5% | Added |
| Sippican Capital Advisors | 8,115 | $680.2K | 0.45% | −28−0.3% | Reduced |
| Sunflower Bank, N.A. | 8,144 | $682.6K | 0.17% | +56+0.7% | Added |
| Evoke Wealth, LLC | 8,147 | $683.0K | 0.01% | +1,805+28.5% | Added |
| Coastal Bridge Advisors, LLC | 8,161 | $684.1K | 0.05% | −5,918−42.0% | Reduced |
| Diversified Enterprises, LLC | 8,163 | $684.2K | 0.05% | +478+6.2% | Added |
| Cape Investment Advisory, Inc. | 8,171 | $684.9K | 0.67% | +307+3.9% | Added |
| Lingohr & Partner Asset Management GmbH | 8,185 | $686.0K | 1.20% | −1,994−19.6% | Reduced |
| Wealthstream Advisors, Inc. | 8,204 | $687.7K | 0.10% | +270+3.4% | Added |
| Dakota Wealth Management | 8,210 | $688.1K | 0.01% | −9,502−53.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,215 | $688.6K | 0.06% | −2,917−26.2% | Reduced |
| West Michigan Advisors, LLC | 8,215 | $688.6K | 0.17% | +4,034+96.5% | Added |
| Plan A Wealth LLC | 8,228 | $689.7K | 0.35% | −2,618−24.1% | Reduced |
| Vermillion Wealth Management, Inc. | 8,243 | $690.9K | 0.19% | +142+1.8% | Added |
| Advisor OS, LLC | 8,244 | $691.0K | 0.06% | +1,153+16.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $691.5K | 0.16% | +4,580+124.8% | Added |
| Versant Capital Management, Inc | 8,277 | $693.8K | 0.09% | +2,063+33.2% | Added |
| Kagan Cocozza Asset Management | 8,280 | $694.0K | 0.53% | −676−7.5% | Reduced |
| O'Neil Global Advisors, Inc. | 8,292 | $695.0K | 0.13% | +8,292 | New |
| Prudent Man Advisors, LLC | 8,340 | $699.1K | 0.26% | −8,030−49.1% | Reduced |
| Allen Capital Group, LLC | 8,346 | $699.6K | 0.07% | +317+3.9% | Added |
| Cutler Investment Counsel LLC | 8,359 | $700.7K | 0.07% | +190+2.3% | Added |
| Valmark Advisers, Inc. | 8,366 | $701.2K | 0.01% | −34−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 8,399 | $704.0K | 0.17% | +1,228+17.1% | Added |
| Roberts Capital Advisors, LLC | 8,405 | $704.5K | 0.78% | +8,405 | New |
| Howard Bailey Securities, LLC | 8,406 | $704.6K | 0.20% | −26−0.3% | Reduced |
| Legacy Financial Group LLC | 8,412 | $705.1K | 0.09% | −142−1.7% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $705.6K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 8,423 | $706.0K | 0.12% | −15−0.2% | Reduced |
| Sivia Capital Partners, LLC | 8,448 | $708.1K | 0.20% | +75+0.9% | Added |
| Bedel Financial Consulting, Inc. | 8,452 | $708.5K | 0.09% | +18+0.2% | Added |
| Sheets Smith Wealth Management | 8,456 | $708.8K | 0.08% | +10+0.1% | Added |
| Strategic Investment Advisors | 8,470 | $709.9K | 0.06% | −1,412−14.3% | Reduced |
| Shufro Rose & Co LLC | 9,906 | $711.2K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 8,496 | $712.1K | 0.12% | +1,807+27.0% | Added |
| Lauterbach Financial Advisors, LLC | 8,506 | $713.0K | 0.36% | +347+4.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 8,557 | $717.0K | 0.24% | +20+0.2% | Added |
| Hudock, Inc. | 8,556 | $717.2K | 0.11% | −217−2.5% | Reduced |
| Austin Private Wealth, LLC | 8,605 | $721.3K | 0.06% | +278+3.3% | Added |
| Financial Insights, Inc. | 8,608 | $721.5K | 0.24% | +1,258+17.1% | Added |
| Capital Advantage, Inc. | 8,634 | $723.7K | 0.11% | 00.0% | Unchanged |
| Core Alternative Capital | 8,635 | $723.8K | 0.21% | −3,971−31.5% | Reduced |
| Tradewinds, LLC. | 8,637 | $724.0K | 0.18% | +8,637 | New |
| Cornerstone Wealth Advisors, Inc. | 8,650 | $725.0K | 0.18% | +1,729+25.0% | Added |
| Mayflower Financial Advisors, LLC | 8,652 | $725.2K | 0.09% | +3,202+58.8% | Added |
| Cornerstone Wealth Group, LLC | 8,695 | $728.8K | 0.05% | −183−2.1% | Reduced |
| Cim Investment Mangement Inc | 8,720 | $730.9K | 0.20% | −91−1.0% | Reduced |
| LVW Advisors, LLC | 8,730 | $731.7K | 0.08% | +1,512+20.9% | Added |
| MCF Advisors LLC | 8,780 | $736.0K | 0.05% | +1,619+22.6% | Added |
| Cumberland Advisors Inc | 8,800 | $737.6K | 0.28% | −2,000−18.5% | Reduced |
| Field & Main Bank | 8,820 | $739.2K | 0.22% | +570+6.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,823 | $739.6K | 0.22% | −8−0.1% | Reduced |
| Prentice Wealth Management LLC | 8,824 | $739.6K | 0.18% | −218−2.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,832 | $740.3K | 0.16% | +393+4.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $743.8K | 0.24% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 8,908 | $746.6K | 0.50% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8,949 | $750.0K | 0.46% | −585−6.1% | Reduced |
| JNBA Financial Advisors | 8,953 | $750.4K | 0.07% | −60−0.7% | Reduced |
| Financial Advisory Service, Inc. | 9,019 | $756.0K | 0.05% | +58+0.6% | Added |
| Evermay Wealth Management LLC | 9,065 | $759.8K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 9,069 | $760.2K | 0.01% | −31−0.3% | Reduced |
| Crown Wealth Group, LLC | 9,094 | $762.3K | 0.23% | +37+0.4% | Added |
| Regatta Capital Group, LLC | 9,137 | $765.9K | 0.12% | −112−1.2% | Reduced |
| Baron Wealth Management LLC | 9,149 | $766.9K | 0.25% | +760+9.1% | Added |
| Jacobs & Co | 9,162 | $767.0K | 0.07% | −880−8.8% | Reduced |
| Phillips Wealth Planners LLC | 9,515 | $767.8K | 0.64% | +6,112+179.6% | Added |
| Monument Capital Management | 9,178 | $769.3K | 0.19% | −921−9.1% | Reduced |
| Avidian Wealth Solutions, LLC | 9,201 | $771.2K | 0.03% | +414+4.7% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,245 | $774.9K | 0.06% | −22−0.2% | Reduced |