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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 2,425 | $203.3K | 0.04% | +2,425 | New |
| First Business Financial Services, Inc. | 2,425 | $203.3K | 0.02% | +2,425 | New |
| American Capital Advisory, LLC | 2,427 | $203.5K | 0.09% | −147−5.7% | Reduced |
| Financial Advisors Network, Inc. | 2,430 | $203.7K | 0.03% | +2,430 | New |
| Victrix Investment Advisors | 2,433 | $204.0K | 0.11% | +2,433 | New |
| Intellus Advisors LLC | 2,440 | $204.5K | 0.03% | +2,440 | New |
| ERn Financial, LLC | 2,441 | $204.6K | 0.04% | +2,441 | New |
| Seed Wealth Management, Inc. | 2,443 | $204.8K | 0.14% | −1,200−32.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,465 | $206.6K | 0.05% | +2,465 | New |
| Cypress Capital Group | 2,468 | $206.9K | 0.02% | −96−3.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,584 | $207.0K | 0.02% | −1,076−29.4% | Reduced |
| H&H Retirement Design & Management INC | 2,407 | $207.2K | 0.11% | +2,407 | New |
| CNB Bank | 2,473 | $207.3K | 0.09% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 2,483 | $208.1K | 0.03% | +2,483 | New |
| New Millennium Group LLC | 2,490 | $208.7K | 0.10% | −139−5.3% | Reduced |
| Zhang Financial LLC | 2,491 | $208.8K | 0.01% | +2,491 | New |
| Adamsbrown Wealth Consultants LLC | 2,496 | $209.2K | 0.06% | +2,496 | New |
| waypoint wealth counsel | 2,499 | $209.4K | 0.08% | +2,499 | New |
| Violich Capital Management, Inc. | 2,500 | $209.6K | 0.02% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,500 | $209.6K | 0.06% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,515 | $210.8K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,517 | $211.0K | 0.01% | +553+28.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,525 | $211.6K | 0.09% | −22−0.9% | Reduced |
| Invesco, LLC | 2,527 | $211.8K | 0.07% | +2,527 | New |
| CogentBlue Wealth Advisors, LLC | 2,528 | $211.9K | 0.14% | +2,528 | New |
| Gemmer Asset Management LLC | 2,535 | $212.5K | 0.02% | +2,535 | New |
| Centennial Bank | 2,539 | $212.8K | 0.08% | −70−2.7% | Reduced |
| M. Kraus & Co | 2,539 | $212.8K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,544 | $213.2K | 0.03% | −6,265−71.1% | Reduced |
| Riversedge Advisors, LLC | 2,545 | $213.3K | 0.04% | +2,545 | New |
| BCS Wealth Management | 2,547 | $213.5K | 0.05% | −873−25.5% | Reduced |
| Carter Financial Group, INC. | 2,547 | $213.5K | 0.13% | +2,547 | New |
| IPG Investment Advisors LLC | 2,550 | $213.7K | 0.04% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,550 | $213.7K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,556 | $214.2K | 0.07% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 2,556 | $214.2K | 0.00% | +2,556 | New |
| Kapstone Financial Advisors LLC | 2,557 | $214.3K | 0.10% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,558 | $214.4K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 2,562 | $214.7K | 0.15% | +2,562 | New |
| Bath Savings Trust Co | 2,567 | $215.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,572 | $215.6K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,585 | $216.7K | 0.01% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 2,596 | $217.6K | 0.08% | −50−1.9% | Reduced |
| Essential Planning, LLC. | 2,596 | $217.6K | 0.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,605 | $218.4K | 0.02% | −493−15.9% | Reduced |
| West Paces Advisors Inc. | 2,617 | $219.4K | 0.04% | −106−3.9% | Reduced |
| Rokos Capital Management LLP | 2,633 | $220.7K | 0.00% | +2,633 | New |
| Southeast Asset Advisors Inc. | 2,636 | $220.9K | 0.02% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 2,638 | $221.1K | 0.11% | 00.0% | Unchanged |
| Somerville Kurt F | 2,650 | $222.1K | 0.04% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,650 | $222.1K | 0.00% | 00.0% | Unchanged |
| Idaho Trust Bank | 2,658 | $222.8K | 0.08% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,658 | $222.8K | 0.14% | +108+4.2% | Added |
| SWP Financial LLC | 2,659 | $222.9K | 0.11% | −938−26.1% | Reduced |
| NCM Capital Management, LLC | 2,661 | $223.0K | 0.09% | +10.0% | Added |
| Verus Financial Partners, Inc. | 2,664 | $223.3K | 0.02% | +3+0.1% | Added |
| Waller Financial Planning Group, Inc | 2,674 | $224.1K | 0.05% | −477−15.1% | Reduced |
| Retirement Planning Group | 2,677 | $224.4K | 0.01% | +2,677 | New |
| Aspire Capital Advisors LLC | 2,684 | $225.0K | 0.06% | −62−2.3% | Reduced |
| Gratus Wealth Advisors, LLC | 2,692 | $225.7K | 0.03% | +4+0.1% | Added |
| Affinity Capital Advisors, LLC | 2,805 | $225.8K | 0.03% | +68+2.5% | Added |
| Donaldson Capital Management, LLC | 2,695 | $225.9K | 0.01% | +2,695 | New |
| Cohen & Steers, Inc. | 2,700 | $226.0K | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,698 | $226.2K | 0.03% | +160+6.3% | Added |
| Beacon Investment Advisors LLC | 2,698 | $226.2K | 0.09% | +77+2.9% | Added |
| Cambria Investment Management, L.P. | 2,699 | $226.2K | 0.01% | +2,699 | New |
| Aries Wealth Management | 2,700 | $226.3K | 0.05% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 2,700 | $226.3K | 0.07% | +2,700 | New |
| Clear Investment Research, LLC | 2,701 | $226.4K | 0.30% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,703 | $226.6K | 0.04% | −257−8.7% | Reduced |
| Instrumental Wealth, LLC | 2,635 | $226.6K | 0.16% | +2,635 | New |
| Rodgers Brothers Inc. | 2,704 | $226.6K | 0.03% | +4+0.1% | Added |
| Acorn Creek Capital LLC | 2,708 | $227.0K | 0.09% | −7−0.3% | Reduced |
| Headinvest, LLC | 2,721 | $228.1K | 0.05% | −300−9.9% | Reduced |
| Y.D. More Investments Ltd | 2,721 | $228.1K | 0.01% | −482−15.0% | Reduced |
| Firethorn Wealth Partners, LLC | 2,729 | $228.7K | 0.09% | +2,729 | New |
| WBH Advisory Inc | 2,740 | $229.6K | 0.02% | +10.0% | Added |
| JB Capital LLC | 2,741 | $229.7K | 0.01% | −60−2.1% | Reduced |
| Skyline Advisors, Inc. | 2,742 | $229.8K | 0.08% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 2,746 | $230.2K | 0.06% | −2,690−49.5% | Reduced |
| Quantum Private Wealth, LLC | 2,750 | $230.5K | 0.07% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,769 | $232.1K | 0.07% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,776 | $232.6K | 0.10% | +11+0.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,776 | $232.7K | 0.08% | +42+1.5% | Added |
| Winch Advisory Services, LLC | 2,784 | $233.4K | 0.05% | +14+0.5% | Added |
| Fox Run Management, L.L.C. | 2,784 | $233.4K | 0.04% | −11,370−80.3% | Reduced |
| Axiom Financial Strategies, LLC | 2,786 | $233.5K | 0.10% | +95+3.5% | Added |
| ORG Partners LLC | 2,795 | $234.3K | 0.04% | −1,824−39.5% | Reduced |
| Elk River Wealth Management, LLC | 2,800 | $234.7K | 0.04% | 00.0% | Unchanged |
| Willis Investment Counsel | 2,800 | $234.7K | 0.01% | +2,800 | New |
| Goldstein Advisors, LLC | 2,801 | $234.8K | 0.03% | +2,801 | New |
| Powell Investment Advisors, LLC | 2,817 | $236.1K | 0.08% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,830 | $237.2K | 0.03% | +2,830 | New |
| Symmetry Partners, LLC | 2,831 | $237.3K | 0.03% | +2,831 | New |
| Howard Financial Services, Ltd. | 2,843 | $238.3K | 0.03% | +181+6.8% | Added |
| Sherbrooke Park Advisers LLC | 2,845 | $238.5K | 0.11% | −11,300−79.9% | Reduced |
| Independent Wealth Network Inc. | 2,853 | $239.1K | 0.08% | +10+0.4% | Added |
| Michels Family Financial, LLC | 2,854 | $239.2K | 0.19% | +9+0.3% | Added |
| Emergent Wealth Advisors, LLC | 2,855 | $239.3K | 0.14% | +301+11.8% | Added |
| Orion Capital Management LLC | 2,864 | $240.1K | 0.08% | +206+7.8% | Added |