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
- 2,663
- +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
- 965 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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 13,392 | $1.12M | 0.07% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 13,463 | $1.13M | 0.44% | −400−2.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,485 | $1.13M | 0.60% | +200+1.5% | Added |
| Raleigh Capital Management Inc. | 13,492 | $1.13M | 0.43% | −1,325−8.9% | Reduced |
| Boston Trust Walden Corp | 13,515 | $1.13M | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 13,530 | $1.13M | 0.10% | −315−2.3% | Reduced |
| Empirical Asset Management, LLC | 13,538 | $1.13M | 0.32% | −50.0% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $1.14M | 0.33% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,664 | $1.15M | 0.02% | +670+5.2% | Added |
| 17 Capital Partners, LLC | 13,669 | $1.15M | 0.62% | +2,565+23.1% | Added |
| Childress Capital Advisors, LLC | 13,670 | $1.15M | 0.21% | +246+1.8% | Added |
| Fortress Private Ledger, LLC | 13,678 | $1.15M | 0.42% | +893+7.0% | Added |
| Scratch Capital LLC | 13,706 | $1.15M | 0.76% | −357−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,750 | $1.15M | 0.04% | −1,187−7.9% | Reduced |
| Fragasso Group Inc. | 14,290 | $1.15M | 0.07% | −123−0.9% | Reduced |
| Lodestar Private Asset Management LLC | 13,760 | $1.15M | 0.12% | −1,046−7.1% | Reduced |
| Highline Wealth Partners LLC | 13,763 | $1.15M | 0.31% | +7+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 13,820 | $1.16M | 0.20% | −240−1.7% | Reduced |
| LifeSteps Financial, Inc. | 13,913 | $1.17M | 0.75% | −217−1.5% | Reduced |
| Net Worth Advisory Group | 13,919 | $1.17M | 0.34% | −3,160−18.5% | Reduced |
| Anchor Investment Management, LLC | 13,947 | $1.17M | 0.10% | +428+3.2% | Added |
| Koshinski Asset Management, Inc. | 13,972 | $1.17M | 0.08% | +1,422+11.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,973 | $1.17M | 0.10% | +5,731+69.5% | Added |
| Ridgecrest Wealth Partners, LLC | 13,998 | $1.17M | 0.53% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 14,020 | $1.18M | 1.54% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 14,056 | $1.18M | 0.11% | −49−0.3% | Reduced |
| Nations Financial Group Inc, | 14,079 | $1.18M | 0.07% | +559+4.1% | Added |
| International Assets Investment Management, LLC | 14,517 | $1.18M | 0.10% | +14,517 | New |
| Berger Financial Group, Inc | 14,119 | $1.18M | 0.07% | −782−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,142 | $1.19M | 0.14% | −415−2.9% | Reduced |
| Cohen Capital Management, Inc. | 14,156 | $1.19M | 0.18% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 14,158 | $1.19M | 0.11% | +594+4.4% | Added |
| Vertex Planning Partners, LLC | 14,178 | $1.19M | 0.23% | +34+0.2% | Added |
| Ausdal Financial Partners, Inc. | 14,185 | $1.19M | 0.06% | +5,603+65.3% | Added |
| Salem Investment Counselors Inc | 14,201 | $1.19M | 0.03% | −351−2.4% | Reduced |
| Clarendon Private LLC | 14,250 | $1.19M | 1.08% | −722−4.8% | Reduced |
| Castle Rock Wealth Management, LLC | 14,866 | $1.19M | 0.26% | −70.0% | Reduced |
| North Star Asset Management Inc | 14,260 | $1.20M | 0.05% | −47−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,279 | $1.20M | 0.07% | +190+1.3% | Added |
| ISAM Funds (UK) Ltd | 14,326 | $1.20M | 0.25% | +8,449+143.8% | Added |
| Advyzon Investment Management, LLC | 14,335 | $1.20M | 0.21% | +3,729+35.2% | Added |
| Sittner & Nelson, LLC | 14,363 | $1.20M | 0.44% | +10.0% | Added |
| Ossiam | 14,394 | $1.21M | 0.02% | +14,394 | New |
| Myriad Asset Management US LP | 14,400 | $1.21M | 0.66% | +14,400 | New |
| Wealthcare Advisory Partners LLC | 14,415 | $1.21M | 0.03% | +1,599+12.5% | Added |
| Knollwood Investment Advisory, LLC | 14,449 | $1.21M | 0.11% | −138−0.9% | Reduced |
| New England Research & Management, Inc. | 14,455 | $1.21M | 0.56% | +14,455 | New |
| Eclectic Associates Inc | 14,534 | $1.22M | 0.22% | −3,614−19.9% | Reduced |
| Becker Capital Management Inc | 14,570 | $1.22M | 0.04% | +123+0.9% | Added |
| Lafayette Investments, Inc. | 14,625 | $1.23M | 0.23% | −170−1.1% | Reduced |
| Invst, LLC | 14,629 | $1.23M | 0.14% | +661+4.7% | Added |
| Sawyer & Company, Inc | 15,317 | $1.23M | 0.46% | +562+3.8% | Added |
| Two Sigma Investments, LP | 14,700 | $1.23M | 0.00% | −174,244−92.2% | Reduced |
| Principle Wealth Partners LLC | 14,720 | $1.23M | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 14,740 | $1.24M | 0.02% | +1,604+12.2% | Added |
| MTM Investment Management, LLC | 14,776 | $1.24M | 0.39% | −50.0% | Reduced |
| Continuum Advisory, LLC | 14,822 | $1.24M | 0.13% | −796−5.1% | Reduced |
| Plancorp, LLC | 14,841 | $1.24M | 0.04% | −260−1.7% | Reduced |
| Hexagon Capital Partners LLC | 14,853 | $1.24M | 0.25% | −47−0.3% | Reduced |
| Kirkwood Financial Services | 14,877 | $1.25M | 0.46% | +14,877 | New |
| Quilter Plc | 14,923 | $1.25M | 0.02% | −400−2.6% | Reduced |
| WP Advisors, LLC | 14,932 | $1.25M | 0.32% | +82+0.6% | Added |
| Quotient Wealth Partners, LLC | 14,969 | $1.25M | 0.03% | +384+2.6% | Added |
| Jupiter Wealth Management LLC | 15,000 | $1.26M | 0.59% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 15,012 | $1.26M | 1.02% | −170−1.1% | Reduced |
| Perbak Capital Partners LLP | 15,015 | $1.26M | 0.22% | +8,816+142.2% | Added |
| First City Capital Management, Inc. | 15,086 | $1.26M | 0.68% | −1,540−9.3% | Reduced |
| Hutner Capital Management Inc | 15,104 | $1.27M | 0.54% | −14−0.1% | Reduced |
| Concord Asset Management, LLC | 15,139 | $1.27M | 0.23% | +1,194+8.6% | Added |
| North Star Investment Management Corp. | 15,161 | $1.27M | 0.08% | −92−0.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 15,208 | $1.27M | 0.22% | +2,459+19.3% | Added |
| Sterling Investment Management, Inc. | 15,243 | $1.28M | 0.77% | −52−0.3% | Reduced |
| Tranquilli Financial Advisor LLC | 15,291 | $1.28M | 0.76% | +87+0.6% | Added |
| StoneX Group Inc. | 15,346 | $1.29M | 0.06% | −2,011−11.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,355 | $1.29M | 0.63% | −409−2.6% | Reduced |
| Longfellow Investment Management Co LLC | 15,380 | $1.29M | 0.31% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 15,395 | $1.29M | 0.03% | +15,395 | New |
| Gs Investments, Inc. | 15,400 | $1.29M | 0.64% | −27,000−63.7% | Reduced |
| Blackstone Group Inc. | 15,403 | $1.29M | 0.01% | +15,403 | New |
| Kanawha Capital Management LLC | 15,420 | $1.29M | 0.09% | +1,250+8.8% | Added |
| Mountain Pacific Investment Advisers Inc | 15,476 | $1.30M | 0.20% | +1,138+7.9% | Added |
| Brucke Financial, Inc. | 14,920 | $1.30M | 0.76% | −71−0.5% | Reduced |
| LMCG Investments, LLC | 15,484 | $1.30M | 0.08% | −253−1.6% | Reduced |
| Wealth Alliance | 15,494 | $1.30M | 0.13% | +4,217+37.4% | Added |
| Prelude Capital Management, LLC | 15,498 | $1.30M | 0.10% | +15,498 | New |
| Beutel, Goodman & Co Ltd. | 15,540 | $1.30M | 0.01% | −225−1.4% | Reduced |
| Thomasville National Bank | 15,598 | $1.31M | 0.08% | +243+1.6% | Added |
| AMG National Trust Bank | 15,652 | $1.31M | 0.03% | −1,339−7.9% | Reduced |
| Nicolet Bankshares Inc | 15,710 | $1.32M | 0.21% | −1,169−6.9% | Reduced |
| Ocean Capital Management, LLC | 15,846 | $1.33M | 0.27% | +270+1.7% | Added |
| Essex Savings Bank | 15,862 | $1.33M | 0.30% | −1,770−10.0% | Reduced |
| Spire Wealth Management | 15,875 | $1.33M | 0.05% | +2,705+20.5% | Added |
| Lipe & Dalton | 15,918 | $1.33M | 0.66% | −50−0.3% | Reduced |
| Concord Wealth Partners | 15,920 | $1.33M | 0.18% | +1,975+14.2% | Added |
| Hills Bank & Trust Co | 15,960 | $1.34M | 0.08% | +1,660+11.6% | Added |
| Revisor Wealth Management LLC | 16,853 | $1.35M | 0.46% | +380+2.3% | Added |
| Ancora Advisors, LLC | 16,070 | $1.35M | 0.03% | −834−4.9% | Reduced |
| Kathmere Capital Management, LLC | 16,133 | $1.35M | 0.10% | −98−0.6% | Reduced |
| West Family Investments, Inc. | 16,279 | $1.36M | 0.30% | −442−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,308 | $1.37M | 0.02% | +908+5.9% | Added |