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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 19,963 | $1.67M | 0.32% | −1,252−5.9% | Reduced |
| Leisure Capital Management | 19,981 | $1.67M | 0.57% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $1.68M | 0.26% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,007 | $1.68M | 0.06% | +2,617+15.0% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.69M | 0.24% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20,226 | $1.70M | 0.95% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20,255 | $1.70M | 0.67% | +113+0.6% | Added |
| Citadel Investment Advisory, Inc. | 20,341 | $1.71M | 0.78% | 00.0% | Unchanged |
| Miller Investment Management, LP | 20,342 | $1.71M | 0.17% | −13,740−40.3% | Reduced |
| CX Institutional | 20,422 | $1.71M | 0.05% | −104−0.5% | Reduced |
| IHT Wealth Management, LLC | 20,446 | $1.71M | 0.04% | +1,680+9.0% | Added |
| Ransom Advisory, Ltd | 20,536 | $1.72M | 0.78% | −250−1.2% | Reduced |
| Modera Wealth Management, LLC | 20,614 | $1.73M | 0.02% | −1,211−5.5% | Reduced |
| Country Club Bank | 20,459 | $1.73M | 0.10% | −1,222−5.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,702 | $1.74M | 0.19% | −376−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20,805 | $1.74M | 0.02% | +710+3.5% | Added |
| Gryphon Financial Partners LLC | 20,858 | $1.75M | 0.20% | +4,915+30.8% | Added |
| Canandaigua National Bank & Trust Co | 20,910 | $1.75M | 0.15% | +2,731+15.0% | Added |
| Davidson Trust Co | 20,949 | $1.76M | 0.72% | −872−4.0% | Reduced |
| Meridian Wealth Management, LLC | 20,962 | $1.76M | 0.07% | −3,000−12.5% | Reduced |
| LJI Wealth Management, LLC | 20,964 | $1.76M | 0.31% | −151−0.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.76M | 0.38% | +21,000 | New |
| Kennedy Investment Group | 21,010 | $1.76M | 0.70% | +1,151+5.8% | Added |
| Louisbourg Investments Inc. | 28,744 | $1.77M | 0.39% | −100−0.3% | Reduced |
| Martin & Co Inc | 21,237 | $1.78M | 0.32% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 21,240 | $1.78M | 0.12% | +608+2.9% | Added |
| Caldwell Trust Co | 21,324 | $1.79M | 0.17% | +2,125+11.1% | Added |
| Insigneo Advisory Services, LLC | 21,354 | $1.79M | 0.13% | +2,437+12.9% | Added |
| Collar Capital Management, LLC | 21,362 | $1.79M | 1.26% | −770−3.5% | Reduced |
| Drive Wealth Management, LLC | 21,557 | $1.81M | 0.38% | −3,959−15.5% | Reduced |
| Fisher Asset Management, LLC | 21,572 | $1.81M | 0.00% | −1,388−6.0% | Reduced |
| Hilltop Holdings Inc. | 21,622 | $1.81M | 0.10% | +2,163+11.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 20,864 | $1.81M | 0.29% | +113+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 21,649 | $1.81M | 0.10% | +176+0.8% | Added |
| Aspiriant, LLC | 21,687 | $1.82M | 0.06% | −963−4.3% | Reduced |
| Pflug Koory, LLC | 21,691 | $1.82M | 0.86% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 21,850 | $1.83M | 0.24% | +20.0% | Added |
| Holderness Investments Co | 21,901 | $1.84M | 0.37% | −789−3.5% | Reduced |
| Westpac Banking Corp | 21,935 | $1.84M | 0.11% | −170−0.8% | Reduced |
| Virtue Capital Management, LLC | 23,521 | $1.84M | 0.40% | +16,438+232.1% | Added |
| Pure Financial Advisors, Inc. | 22,039 | $1.85M | 0.03% | +1,046+5.0% | Added |
| Everhart Financial Group, Inc. | 22,065 | $1.85M | 0.19% | +1,014+4.8% | Added |
| Diversified Trust Co | 22,089 | $1.85M | 0.04% | −4,690−17.5% | Reduced |
| TRUE Private Wealth Advisors | 22,234 | $1.86M | 0.19% | +1,733+8.5% | Added |
| Burke & Herbert Bank & Trust Co | 22,291 | $1.87M | 0.40% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 22,324 | $1.87M | 1.54% | +22,324 | New |
| Fiduciary Group LLC | 22,572 | $1.89M | 0.17% | −1,122−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 22,578 | $1.89M | 0.07% | −758−3.2% | Reduced |
| Rossmore Private Capital | 22,760 | $1.91M | 0.21% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 22,996 | $1.93M | 0.12% | −21−0.1% | Reduced |
| Citizens National Bank Trust Department | 23,117 | $1.94M | 0.35% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 23,309 | $1.95M | 0.13% | −296−1.3% | Reduced |
| Welch Group, LLC | 23,405 | $1.96M | 0.08% | +938+4.2% | Added |
| Vista Investment Management | 23,468 | $1.97M | 0.69% | −530−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 23,522 | $1.97M | 0.04% | +6,613+39.1% | Added |
| One Capital Management, LLC | 23,554 | $1.97M | 0.06% | +828+3.6% | Added |
| HBK Sorce Advisory LLC | 22,940 | $1.98M | 0.05% | +405+1.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 23,706 | $1.99M | 0.19% | +6,738+39.7% | Added |
| Pinnacle Bancorp, Inc. | 23,716 | $1.99M | 0.59% | −1,153−4.6% | Reduced |
| Leavell Investment Management, Inc. | 23,933 | $2.01M | 0.08% | +10.0% | Added |
| Private Trust Co NA | 24,003 | $2.01M | 0.18% | −3,281−12.0% | Reduced |
| NBC Securities, Inc. | 24,023 | $2.01M | 0.15% | −399−1.6% | Reduced |
| Quest Partners LLC | 24,079 | $2.02M | 0.13% | +22,107+1,121.0% | Added |
| Crux Wealth Advisors | 24,090 | $2.02M | 0.80% | +1,399+6.2% | Added |
| Insight Advisors, LLC | 24,111 | $2.02M | 0.31% | +13+0.1% | Added |
| Cadinha & Co LLC | 24,184 | $2.03M | 0.28% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 24,193 | $2.03M | 0.05% | −794−3.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24,230 | $2.03M | 0.00% | +9,035+59.5% | Added |
| Carnegie Capital Asset Management, LLC | 24,258 | $2.03M | 0.04% | −431−1.7% | Reduced |
| Fort Sheridan Advisors LLC | 24,270 | $2.03M | 0.27% | +800+3.4% | Added |
| Armis Advisers, LLC | 23,438 | $2.04M | 0.19% | +3,376+16.8% | Added |
| Meridian Investment Counsel Inc. | 24,303 | $2.04M | 0.50% | +80.0% | Added |
| Beese Fulmer Investment Management, Inc. | 24,365 | $2.04M | 0.14% | −1,702−6.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,374 | $2.04M | 0.06% | +1,898+8.4% | Added |
| Aviso Wealth Management | 24,410 | $2.05M | 0.89% | +886+3.8% | Added |
| Howard Capital Management Inc. | 24,411 | $2.05M | 0.03% | −1,357−5.3% | Reduced |
| Sage Mountain Advisors LLC | 24,725 | $2.07M | 0.12% | +4,276+20.9% | Added |
| Mather Group, LLC. | 24,760 | $2.08M | 0.02% | +1,978+8.7% | Added |
| Integrated Advisors Network LLC | 24,786 | $2.08M | 0.09% | +1,290+5.5% | Added |
| Jeppson Wealth Management, LLC | 24,820 | $2.08M | 0.66% | −90−0.4% | Reduced |
| La Banque Postale Asset Management SA | 24,822 | $2.08M | 0.03% | −9,789−28.3% | Reduced |
| Wright Investors Service Inc | 24,862 | $2.08M | 0.60% | −2,664−9.7% | Reduced |
| Laurel Wealth Advisors LLC | 24,885 | $2.09M | 0.29% | +250+1.0% | Added |
| Resources Management Corp | 24,903 | $2.09M | 0.27% | −400−1.6% | Reduced |
| Round Hill Asset Management | 24,912 | $2.09M | 1.37% | −3,530−12.4% | Reduced |
| Journey Strategic Wealth LLC | 24,954 | $2.09M | 0.06% | +246+1.0% | Added |
| Chemistry Wealth Management LLC | 24,959 | $2.09M | 0.40% | −90−0.4% | Reduced |
| Fieldview Capital Management, LLC | 25,073 | $2.10M | 0.34% | +14,924+147.0% | Added |
| LOM Asset Management Ltd | 25,137 | $2.11M | 0.64% | +642+2.6% | Added |
| Agf Management Ltd | 25,241 | $2.12M | 0.01% | +14,908+144.3% | Added |
| BLI - Banque de Luxembourg Investments | 25,000 | $2.12M | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 25,371 | $2.13M | 0.07% | +4,988+24.5% | Added |
| National Philanthropic Trust | 25,400 | $2.13M | 0.02% | +1,275+5.3% | Added |
| FOCUS Wealth Advisors, LLC | 25,466 | $2.13M | 1.03% | +1,589+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 26,514 | $2.14M | 0.05% | −141−0.5% | Reduced |
| CWC Advisors, LLC. | 25,556 | $2.14M | 1.05% | −330−1.3% | Reduced |
| Premier Path Wealth Partners, LLC | 25,558 | $2.14M | 0.28% | +599+2.4% | Added |
| Princeton Global Asset Management LLC | 25,668 | $2.15M | 0.36% | +25,169+5,043.9% | Added |
| YHB Investment Advisors, Inc. | 25,701 | $2.15M | 0.16% | −4,138−13.9% | Reduced |
| Aventura Private Wealth, LLC | 25,747 | $2.16M | 0.80% | +1,849+7.7% | Added |