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; 2,882 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
2,664
+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: 2,882 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 20262,882$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
Okabena Investment Services Inc2,425$203.3K0.04%+2,425New
First Business Financial Services, Inc.2,425$203.3K0.02%+2,425New
American Capital Advisory, LLC2,427$203.5K0.09%−147−5.7%Reduced
Financial Advisors Network, Inc.2,430$203.7K0.03%+2,430New
Victrix Investment Advisors2,433$204.0K0.11%+2,433New
Intellus Advisors LLC2,440$204.5K0.03%+2,440New
ERn Financial, LLC2,441$204.6K0.04%+2,441New
Seed Wealth Management, Inc.2,443$204.8K0.14%−1,200−32.9%Reduced
Strategic Family Wealth Counselors, L.L.C.2,465$206.6K0.05%+2,465New
Cypress Capital Group2,468$206.9K0.02%−96−3.7%Reduced
Koss-Olinger Consulting, LLC2,584$207.0K0.02%−1,076−29.4%Reduced
H&H Retirement Design & Management INC2,407$207.2K0.11%+2,407New
CNB Bank2,473$207.3K0.09%00.0%Unchanged
Brass Tax Wealth Management, Inc2,483$208.1K0.03%+2,483New
New Millennium Group LLC2,490$208.7K0.10%−139−5.3%Reduced
Zhang Financial LLC2,491$208.8K0.01%+2,491New
Adamsbrown Wealth Consultants LLC2,496$209.2K0.06%+2,496New
waypoint wealth counsel2,499$209.4K0.08%+2,499New
Violich Capital Management, Inc.2,500$209.6K0.02%00.0%Unchanged
Buckley Wealth Management, LLC2,500$209.6K0.06%00.0%Unchanged
Peachtree Investment Partners, LLC2,515$210.8K0.07%00.0%Unchanged
Chilton Capital Management LLC2,517$211.0K0.01%+553+28.2%Added
Roehl & Yi Investment Advisors, LLC2,525$211.6K0.09%−22−0.9%Reduced
Invesco, LLC2,527$211.8K0.07%+2,527New
CogentBlue Wealth Advisors, LLC2,528$211.9K0.14%+2,528New
Gemmer Asset Management LLC2,535$212.5K0.02%+2,535New
Centennial Bank2,539$212.8K0.08%−70−2.7%Reduced
M. Kraus & Co2,539$212.8K0.06%00.0%Unchanged
Meridian Wealth Partners, LLC2,544$213.2K0.03%−6,265−71.1%Reduced
Riversedge Advisors, LLC2,545$213.3K0.04%+2,545New
BCS Wealth Management2,547$213.5K0.05%−873−25.5%Reduced
Carter Financial Group, INC.2,547$213.5K0.13%+2,547New
IPG Investment Advisors LLC2,550$213.7K0.04%00.0%Unchanged
Affiance Financial, LLC2,550$213.7K0.04%00.0%Unchanged
Flagship Wealth Advisors, LLC2,556$214.2K0.07%00.0%Unchanged
Worldquant Millennium Advisors LLC2,556$214.2K0.00%+2,556New
Kapstone Financial Advisors LLC2,557$214.3K0.10%00.0%Unchanged
Saturna Capital CORP2,558$214.4K0.00%00.0%Unchanged
Chancellor Financial Group WB LP2,562$214.7K0.15%+2,562New
Bath Savings Trust Co2,567$215.2K0.02%00.0%Unchanged
Pinnacle Holdings, LLC2,572$215.6K0.08%00.0%Unchanged
Texas Yale Capital Corp.2,585$216.7K0.01%00.0%Unchanged
BHK Investment Advisors, LLC2,596$217.6K0.08%−50−1.9%Reduced
Essential Planning, LLC.2,596$217.6K0.07%00.0%Unchanged
Ethos Financial Group, LLC2,605$218.4K0.02%−493−15.9%Reduced
West Paces Advisors Inc.2,617$219.4K0.04%−106−3.9%Reduced
Rokos Capital Management LLP2,633$220.7K0.00%+2,633New
Southeast Asset Advisors Inc.2,636$220.9K0.02%00.0%Unchanged
Spring Capital Management, LLC2,638$221.1K0.11%00.0%Unchanged
Somerville Kurt F2,650$222.1K0.04%00.0%Unchanged
Clarkston Capital Partners, LLC2,650$222.1K0.00%00.0%Unchanged
Idaho Trust Bank2,658$222.8K0.08%00.0%Unchanged
Kingdom Financial Group LLC.2,658$222.8K0.14%+108+4.2%Added
SWP Financial LLC2,659$222.9K0.11%−938−26.1%Reduced
NCM Capital Management, LLC2,661$223.0K0.09%+10.0%Added
Verus Financial Partners, Inc.2,664$223.3K0.02%+3+0.1%Added
Waller Financial Planning Group, Inc2,674$224.1K0.05%−477−15.1%Reduced
Retirement Planning Group2,677$224.4K0.01%+2,677New
Aspire Capital Advisors LLC2,684$225.0K0.06%−62−2.3%Reduced
Gratus Wealth Advisors, LLC2,692$225.7K0.03%+4+0.1%Added
Affinity Capital Advisors, LLC2,805$225.8K0.03%+68+2.5%Added
Donaldson Capital Management, LLC2,695$225.9K0.01%+2,695New
Cohen & Steers, Inc.2,700$226.0K0.00%00.0%Unchanged
Ambassador Advisors, LLC2,698$226.2K0.03%+160+6.3%Added
Beacon Investment Advisors LLC2,698$226.2K0.09%+77+2.9%Added
Cambria Investment Management, L.P.2,699$226.2K0.01%+2,699New
Aries Wealth Management2,700$226.3K0.05%00.0%Unchanged
Torrey Growth & Income Advisors2,700$226.3K0.07%+2,700New
Clear Investment Research, LLC2,701$226.4K0.30%00.0%Unchanged
Sovereign Financial Group, Inc.2,703$226.6K0.04%−257−8.7%Reduced
Instrumental Wealth, LLC2,635$226.6K0.16%+2,635New
Rodgers Brothers Inc.2,704$226.6K0.03%+4+0.1%Added
Acorn Creek Capital LLC2,708$227.0K0.09%−7−0.3%Reduced
Headinvest, LLC2,721$228.1K0.05%−300−9.9%Reduced
Y.D. More Investments Ltd2,721$228.1K0.01%−482−15.0%Reduced
Firethorn Wealth Partners, LLC2,729$228.7K0.09%+2,729New
WBH Advisory Inc2,740$229.6K0.02%+10.0%Added
JB Capital LLC2,741$229.7K0.01%−60−2.1%Reduced
Skyline Advisors, Inc.2,742$229.8K0.08%00.0%Unchanged
David R. Rahn & Associates Inc.2,746$230.2K0.06%−2,690−49.5%Reduced
Quantum Private Wealth, LLC2,750$230.5K0.07%00.0%Unchanged
Cherrydale Wealth Management, LLC2,769$232.1K0.07%00.0%Unchanged
Montz Harcus Wealth Management LLC2,776$232.6K0.10%+11+0.4%Added
Twin Peaks Wealth Advisors, LLC2,776$232.7K0.08%+42+1.5%Added
Winch Advisory Services, LLC2,784$233.4K0.05%+14+0.5%Added
Fox Run Management, L.L.C.2,784$233.4K0.04%−11,370−80.3%Reduced
Axiom Financial Strategies, LLC2,786$233.5K0.10%+95+3.5%Added
ORG Partners LLC2,795$234.3K0.04%−1,824−39.5%Reduced
Elk River Wealth Management, LLC2,800$234.7K0.04%00.0%Unchanged
Willis Investment Counsel2,800$234.7K0.01%+2,800New
Goldstein Advisors, LLC2,801$234.8K0.03%+2,801New
Powell Investment Advisors, LLC2,817$236.1K0.08%00.0%Unchanged
United Advisor Group, LLC2,830$237.2K0.03%+2,830New
Symmetry Partners, LLC2,831$237.3K0.03%+2,831New
Howard Financial Services, Ltd.2,843$238.3K0.03%+181+6.8%Added
Sherbrooke Park Advisers LLC2,845$238.5K0.11%−11,300−79.9%Reduced
Independent Wealth Network Inc.2,853$239.1K0.08%+10+0.4%Added
Michels Family Financial, LLC2,854$239.2K0.19%+9+0.3%Added
Emergent Wealth Advisors, LLC2,855$239.3K0.14%+301+11.8%Added
Orion Capital Management LLC2,864$240.1K0.08%+206+7.8%Added