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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 2,866 | $240.2K | 0.08% | +76+2.7% | Added |
| NewSquare Capital LLC | 2,867 | $240.3K | 0.02% | +67+2.4% | Added |
| WBI Investments | 2,868 | $240.4K | 0.06% | +2,868 | New |
| WT Wealth Management | 2,882 | $241.6K | 0.07% | −700−19.5% | Reduced |
| Sunburst Financial Group, LLC | 2,886 | $241.9K | 0.05% | −200−6.5% | Reduced |
| Fusion Capital, LLC | 2,782 | $241.9K | 0.07% | −6−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,893 | $242.5K | 0.02% | +243+9.2% | Added |
| True Link Financial Advisors, LLC | 2,897 | $242.8K | 0.02% | −600−17.2% | Reduced |
| Hickory Point Bank & Trust | 2,900 | $243.1K | 0.18% | −127−4.2% | Reduced |
| Wall Street Financial Group, Inc. | 2,915 | $244.3K | 0.18% | +2,915 | New |
| Hengehold Capital Management LLC | 2,922 | $244.9K | 0.02% | −80−2.7% | Reduced |
| City State Bank | 2,929 | $245.5K | 0.07% | −250−7.9% | Reduced |
| Bank of Hawaii | 2,930 | $245.6K | 0.01% | +14+0.5% | Added |
| Bangor Savings Bank | 2,935 | $246.0K | 0.02% | −350−10.7% | Reduced |
| KWMG, LLC | 2,937 | $246.2K | 0.02% | +24+0.8% | Added |
| Phoenix Wealth Advisors | 2,939 | $246.3K | 0.09% | +2,939 | New |
| Northwest Bancshares, Inc. | 2,939 | $246.3K | 0.04% | −200−6.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,850 | $246.4K | 0.18% | −451−13.7% | Reduced |
| Uptown Financial Advisors LLC | 2,940 | $246.4K | 0.22% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 2,950 | $247.3K | 0.01% | −60,923−95.4% | Reduced |
| Next Level Private LLC | 3,066 | $247.4K | 0.07% | +201+7.0% | Added |
| Financial Management Network Inc | 3,070 | $247.7K | 0.04% | −700−18.6% | Reduced |
| McLean Asset Management Corp | 3,073 | $247.9K | 0.05% | +25+0.8% | Added |
| Oak Harbor Wealth Partners, LLC | 2,959 | $248.0K | 0.06% | −128−4.1% | Reduced |
| Panoramic Capital Partners, LLC | 2,961 | $248.2K | 0.16% | +36+1.2% | Added |
| Thompson Davis & Co., Inc. | 2,965 | $248.5K | 0.15% | −891−23.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,968 | $248.8K | 0.07% | +170+6.1% | Added |
| DecisionMap Wealth Management, LLC | 2,969 | $248.9K | 0.16% | −773−20.7% | Reduced |
| Davis Investment Partners, LLC | 3,080 | $249.1K | 0.09% | −658−17.6% | Reduced |
| Ironwood Financial, llc | 2,972 | $249.1K | 0.04% | −169−5.4% | Reduced |
| Goldstone Financial Group, LLC | 2,973 | $249.2K | 0.03% | +71+2.4% | Added |
| Gen-Wealth Partners Inc | 2,974 | $249.3K | 0.08% | +1,489+100.3% | Added |
| Kera Capital Partners, Inc. | 2,976 | $249.4K | 0.04% | +29+1.0% | Added |
| SOA Wealth Advisors, LLC. | 2,978 | $249.6K | 0.04% | 00.0% | Unchanged |
| North Capital, Inc. | 2,986 | $250.3K | 0.19% | −4−0.1% | Reduced |
| JPL Wealth Management, LLC | 2,989 | $250.6K | 0.06% | +2,989 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,994 | $251.0K | 0.08% | +800+36.5% | Added |
| AXS Investments LLC | 2,996 | $251.1K | 0.08% | +213+7.7% | Added |
| Torray LLC | 3,000 | $251.5K | 0.03% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,003 | $251.7K | 0.10% | +23+0.8% | Added |
| Fiducient Advisors LLC | 3,010 | $252.3K | 0.03% | +3,010 | New |
| RW Investment Management LLC | 3,014 | $252.6K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 3,132 | $252.7K | 0.05% | +23+0.7% | Added |
| Investment Advisory Services Inc | 3,020 | $253.1K | 0.08% | +12+0.4% | Added |
| Demars Financial Group, LLC | 3,024 | $253.5K | 0.09% | +3,024 | New |
| Scott Capital Advisors, LLC | 3,187 | $254.1K | 0.06% | −164−4.9% | Reduced |
| Compass Financial Services Inc | 3,039 | $254.7K | 0.11% | +506+20.0% | Added |
| Smith & Howard Wealth Management, LLC | 3,040 | $254.8K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,041 | $254.9K | 0.01% | −132−4.2% | Reduced |
| Tompkins Financial Corp | 3,045 | $255.2K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 3,045 | $255.2K | 0.02% | +2,275+295.5% | Added |
| Advisory Resource Group | 3,046 | $255.3K | 0.05% | +16+0.5% | Added |
| Leelyn Smith, LLC | 3,050 | $255.7K | 0.04% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 3,031 | $256.0K | 0.17% | +3,031 | New |
| Werba Rubin Papier Wealth Management | 3,058 | $256.3K | 0.04% | +420+15.9% | Added |
| International Private Wealth Advisors LLC | 3,065 | $256.9K | 0.16% | −4−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,070 | $257.4K | 0.02% | +398+14.9% | Added |
| Jessup Wealth Management, Inc | 3,072 | $257.5K | 0.10% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,073 | $257.6K | 0.16% | +87+2.9% | Added |
| AGH Wealth Advisors, LLC | 3,073 | $257.6K | 0.19% | +306+11.1% | Added |
| Sculati Wealth Management, LLC | 3,074 | $257.7K | 0.09% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 3,090 | $259.0K | 0.14% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,097 | $259.6K | 0.02% | −1,341−30.2% | Reduced |
| New Covenant Trust Company, N.A. | 3,107 | $260.4K | 0.24% | −684−18.0% | Reduced |
| Ellevest, Inc. | 3,111 | $260.8K | 0.04% | −1,568−33.5% | Reduced |
| Hemington Wealth Management | 3,125 | $261.0K | 0.03% | +177+6.0% | Added |
| RDA Financial Network | 3,117 | $261.3K | 0.06% | +151+5.1% | Added |
| Hummer Financial Advisory Services Inc | 3,126 | $262.0K | 0.19% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,127 | $262.1K | 0.07% | +3,127 | New |
| Apriem Advisors | 3,137 | $262.9K | 0.02% | +97+3.2% | Added |
| South Plains Financial, Inc. | 3,139 | $263.1K | 0.16% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,143 | $263.4K | 0.04% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,149 | $263.9K | 0.05% | +479+17.9% | Added |
| Redwood Investment Management, LLC | 3,145 | $264.0K | 0.03% | −507−13.9% | Reduced |
| Juncture Wealth Strategies, LLC | 3,150 | $264.0K | 0.09% | −500−13.7% | Reduced |
| Atwood & Palmer Inc | 3,156 | $264.5K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,158 | $264.7K | 0.00% | +147+4.9% | Added |
| Patton Fund Management, Inc. | 3,158 | $264.7K | 0.05% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,164 | $265.2K | 0.10% | 00.0% | Unchanged |
| Blalock Williams, LLC | 3,169 | $265.6K | 0.23% | +262+9.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,179 | $266.5K | 0.20% | +17+0.5% | Added |
| Greenwich Wealth Management LLC | 3,184 | $267.0K | 0.01% | +3,184 | New |
| Brave Asset Management Inc | 3,187 | $267.1K | 0.07% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,190 | $267.4K | 0.02% | −468−12.8% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $268.1K | 0.00% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,199 | $268.1K | 0.04% | +80+2.6% | Added |
| Asset Planning,Inc | 3,201 | $268.3K | 0.19% | +216+7.2% | Added |
| Missouri Trust & Investment Co | 3,208 | $268.9K | 0.08% | +603+23.1% | Added |
| Penserra Capital Management LLC | 3,227 | $269.0K | 0.00% | +3+0.1% | Added |
| BNC Wealth Management, LLC | 3,216 | $269.6K | 0.07% | +250+8.4% | Added |
| Navis Wealth Advisors, LLC | 3,225 | $270.3K | 0.20% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,226 | $270.4K | 0.09% | −12−0.4% | Reduced |
| Finer Wealth Management, Inc. | 3,230 | $270.7K | 0.13% | −34−1.0% | Reduced |
| United Bank | 3,231 | $270.8K | 0.09% | −63−1.9% | Reduced |
| May Hill Capital, LLC | 3,235 | $271.2K | 0.08% | +171+5.6% | Added |
| Aletheian Wealth Advisors LLC | 3,236 | $271.2K | 0.13% | −80−2.4% | Reduced |
| Nixon Peabody Trust Co | 3,236 | $271.2K | 0.02% | 00.0% | Unchanged |
| GDS Wealth Management | 3,240 | $271.6K | 0.02% | +326+11.2% | Added |
| Heartwood Wealth Advisors LLC | 3,244 | $271.9K | 0.03% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 3,248 | $272.2K | 0.16% | +47+1.5% | Added |