Skip to main content

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.

Institutional holdersQ3 2025: 2,664 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ3 2025: $200.3B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2025.

Institutions holding WFC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
McAdam, LLC9,246$775.0K0.04%+1,029+12.5%Added
Radnor Capital Management, LLC9,250$775.3K0.12%−451−4.6%Reduced
Guardian Wealth Advisors, LLC9,270$777.0K0.05%+1,458+18.7%Added
Strategic Blueprint, LLC9,297$779.3K0.03%+548+6.3%Added
Genus Capital Management Inc.9,300$779.5K0.09%+9,300New
Perpetual Ltd9,325$781.6K0.01%+712+8.3%Added
Stratos Wealth Advisors, LLC9,351$783.8K0.04%+212+2.3%Added
von Borstel & Associates, Inc.9,131$785.0K0.12%+6,181+209.5%Added
North Forty Two & Co.9,408$788.6K0.77%−900−8.7%Reduced
Quadcap Wealth Management, LLC9,417$789.3K0.09%−599−6.0%Reduced
Athena Investment Management9,447$791.8K0.41%00.0%Unchanged
Aprio Wealth Management, LLC9,447$791.9K0.08%+1,021+12.1%Added
Holistic Planning, LLC9,449$792.0K0.21%+63+0.7%Added
Manchester Capital Management LLC9,462$793.1K0.11%−3,437−26.6%Reduced
Biltmore Family Office, LLC9,476$794.3K0.11%+57+0.6%Added
Monarch Capital Management Inc9,496$796.0K0.20%−500−5.0%Reduced
Creekside Partners9,537$799.4K0.35%00.0%Unchanged
Onefund, LLC9,548$800.3K0.51%+380+4.1%Added
KPP Advisory Services LLC9,557$801.1K0.12%−305−3.1%Reduced
Rexford Capital Inc9,574$802.5K0.62%00.0%Unchanged
Smith Thornton Advisors LLC9,591$803.9K0.42%00.0%Unchanged
Integrated Investment Consultants, LLC9,610$805.5K0.14%−57−0.6%Reduced
First PREMIER Bank9,619$806.0K0.18%00.0%Unchanged
Van Strum & Towne Inc.9,621$806.4K0.24%00.0%Unchanged
Monticello Wealth Management, LLC9,621$806.5K0.05%+532+5.9%Added
Monetary Management Group Inc9,645$808.4K0.19%00.0%Unchanged
Tudor Financial Inc.9,693$812.4K0.43%+652+7.2%Added
WealthShield Partners, LLC9,699$813.0K0.09%−5−0.1%Reduced
Rockland Trust Co9,700$813.1K0.03%−150−1.5%Reduced
Valley National Advisers Inc9,751$817.0K0.13%−211−2.1%Reduced
Alliance Wealth Advisors, LLC9,752$817.4K0.19%−208−2.1%Reduced
Everpar Advisors LLC9,764$818.4K0.32%+1,297+15.3%Added
Venturi Wealth Management, LLC9,764$818.4K0.04%+1,131+13.1%Added
G&S Capital LLC9,774$819.2K0.30%+22+0.2%Added
Wallace Advisory Group, LLC10,273$823.1K0.66%−1,342−11.6%Reduced
Sendero Wealth Management, LLC9,826$823.6K0.10%−4,904−33.3%Reduced
Stephenson National Bank & Trust9,848$825.5K0.25%−400−3.9%Reduced
Beaton Management Co. Inc.9,850$826.0K0.38%−50−0.5%Reduced
Manske Wealth Management9,921$831.5K0.26%−440−4.2%Reduced
Woodmont Investment Counsel LLC9,952$834.2K0.06%+216+2.2%Added
AlTi Global, Inc.9,963$834.9K0.02%+5,283+112.9%Added
Altfest L J & Co Inc9,963$835.1K0.09%−411−4.0%Reduced
Zuckerman Investment Group, LLC9,968$835.5K0.08%00.0%Unchanged
Baker Tilly Wealth Management, LLC9,971$835.7K0.19%+1,792+21.9%Added
Seven Mile Advisory9,982$836.7K0.14%+2,719+37.4%Added
Parkside Investments, LLC10,000$838.2K0.10%00.0%Unchanged
Krilogy Financial LLC9,642$838.4K0.03%+9,642New
West Bancorporation Inc10,024$840.2K0.47%+574+6.1%Added
SGL Investment Advisors, Inc.9,643$841.8K0.35%+599+6.6%Added
Northstar Financial Companies, Inc.10,052$842.6K0.78%+780+8.4%Added
Blue Rock Wealth Management LLC10,057$843.0K0.52%+287+2.9%Added
First Fiduciary Investment Counsel, Inc.10,070$844.0K0.16%00.0%Unchanged
Webster Bank, N. A.10,092$845.9K0.08%−407−3.9%Reduced
Perennial Advisors, LLC10,122$848.5K0.15%+30.0%Added
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn10,149$850.7K0.01%−12,699−55.6%Reduced
Cheviot Value Management, LLC9,800$851.6K0.09%00.0%Unchanged
Blueprint Investment Partners LLC10,183$853.5K0.12%+10,183New
Interchange Capital Partners, LLC10,199$854.8K0.17%+1,732+20.5%Added
Perennial Investment Advisors, LLC10,241$858.3K0.07%−830−7.5%Reduced
Westover Capital Advisors, LLC10,247$858.9K0.16%+1,200+13.3%Added
Asahi Life Asset Management Co., Ltd.10,250$859.2K0.48%−155−1.5%Reduced
Wealthspan Partners, LLC10,295$863.0K0.33%−1,733−14.4%Reduced
Diametric Capital, LP10,330$865.9K0.32%+10,330New
Montecito Bank & Trust10,330$865.9K0.13%+10,330New
Silver Oak Securities, Inc10,335$866.3K0.06%+7,216+231.4%Added
Carrera Capital Advisors10,370$869.2K0.16%+400+4.0%Added
Migdal Insurance & Financial Holdings Ltd.10,362$872.0K0.01%+9,759+1,618.4%Added
Klingman & Associates, LLC10,417$873.2K0.04%+6,683+179.0%Added
Fukoku Mutual Life Insurance Co10,421$873.5K0.05%−616−5.6%Reduced
Linscomb & Williams, Inc.10,429$874.2K0.04%+962+10.2%Added
Alliance Wealth Advisors, LLC10,505$880.5K0.44%−602−5.4%Reduced
Boit C F David10,519$881.7K0.40%00.0%Unchanged
Pettyjohn, Wood & White, Inc10,539$883.4K0.15%+10.0%Added
Avantax Planning Partners, Inc.10,594$888.0K0.03%+50.0%Added
Hikari Tsushin, Inc.10,631$891.1K0.06%00.0%Unchanged
Washington Trust Co10,648$892.5K0.03%−27−0.3%Reduced
IVC Wealth Advisors LLC10,679$895.1K0.40%−514−4.6%Reduced
Opinicus Capital, Inc.10,709$897.6K0.62%+467+4.6%Added
Quadrant Private Wealth Management, LLC10,711$897.8K0.16%+1,105+11.5%Added
Boston Private Wealth LLC10,726$899.0K0.05%−2,398−18.3%Reduced
Aspen Investment Management Inc10,738$900.0K0.35%00.0%Unchanged
Accurate Wealth Management, LLC10,669$901.1K0.12%+1,281+13.6%Added
Analyst IMS Investment Management Services Ltd.10,789$904.0K0.03%−2,650−19.7%Reduced
Mangrove Partners10,794$904.8K0.08%+10,794New
Wimmer Associates 1, LLC10,814$906.4K0.44%−2,250−17.2%Reduced
All Terrain Financial Advisors, LLC10,871$911.2K0.29%−595−5.2%Reduced
HCR Wealth Advisors11,320$911.3K0.09%00.0%Unchanged
Studio Investment Management LLC10,960$918.7K0.17%−1,602−12.8%Reduced
Wilson & Boucher Capital Management, LLC10,995$921.6K0.61%−800−6.8%Reduced
Kiley Juergens Wealth Management, LLC11,005$922.4K0.20%−344−3.0%Reduced
Signature Estate & Investment Advisors LLC11,021$923.7K0.02%+1,669+17.8%Added
Providence Capital Advisors, LLC11,056$926.7K0.16%−2,239−16.8%Reduced
PFW Advisors LLC11,071$928.0K0.27%00.0%Unchanged
Appleton Partners Inc11,113$931.0K0.06%+95+0.9%Added
Ames National Corp11,135$933.3K0.55%00.0%Unchanged
Private Management Group Inc11,150$934.6K0.03%−26−0.2%Reduced
Cromwell Holdings LLC11,171$936.4K0.50%00.0%Unchanged
Element Wealth, LLC11,208$939.4K0.41%−92−0.8%Reduced
Tarbox Family Office, Inc.11,242$942.3K0.14%+15+0.1%Added
Flagstone Financial Management11,257$943.5K0.25%+12+0.1%Added