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 |
|---|---|---|---|---|---|
| Brio Consultants, LLC | 3,796 | $318.2K | 0.04% | 00.0% | Unchanged |
| Camden National Bank | 3,798 | $318.3K | 0.04% | −124−3.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,800 | $318.5K | 0.29% | 00.0% | Unchanged |
| United Wealth Management, LLC | 3,818 | $320.0K | 0.09% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 3,821 | $320.3K | 0.16% | +10+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 3,825 | $320.8K | 0.08% | +3,825 | New |
| Petix & Botte Co | 3,828 | $320.9K | 0.07% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,829 | $321.0K | 0.23% | +2+0.1% | Added |
| Souders Financial Advisors | 3,845 | $322.3K | 0.04% | +612+18.9% | Added |
| First Pacific Financial | 3,850 | $322.7K | 0.04% | −129−3.2% | Reduced |
| Principal Street Partners, LLC | 3,850 | $322.7K | 0.05% | −3,740−49.3% | Reduced |
| NTV Asset Management LLC | 3,852 | $322.9K | 0.04% | +3,852 | New |
| Brandywine Oak Private Wealth LLC | 3,853 | $323.0K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,855 | $323.1K | 0.02% | −370−8.8% | Reduced |
| Madrona Financial Services, LLC | 3,862 | $323.7K | 0.07% | +32+0.8% | Added |
| Cooper Capital Advisors LLC | 3,867 | $324.1K | 0.21% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,876 | $324.9K | 0.08% | +910+30.7% | Added |
| Capital Advisors Wealth Management, LLC | 3,880 | $325.2K | 0.05% | +747+23.8% | Added |
| JGP Wealth Management, LLC | 4,044 | $325.5K | 0.04% | +575+16.6% | Added |
| Granite Harbor Advisors, Inc. | 3,885 | $325.6K | 0.14% | +142+3.8% | Added |
| Colonial Trust Advisors | 3,886 | $325.7K | 0.03% | −523−11.9% | Reduced |
| Bell Investment Advisors, Inc | 3,895 | $326.5K | 0.05% | −49−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,906 | $327.4K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,909 | $327.7K | 0.01% | +766+24.4% | Added |
| Financial Network Wealth Advisors LLC | 3,916 | $328.2K | 0.36% | +88+2.3% | Added |
| Optivise Advisory Services LLC | 3,918 | $328.4K | 0.20% | +765+24.3% | Added |
| Ariadne Wealth Management, LP | 3,870 | $329.2K | 0.15% | −925−19.3% | Reduced |
| Lifeworks Advisors, LLC | 3,947 | $330.9K | 0.04% | +517+15.1% | Added |
| First Financial Group Corp | 3,949 | $331.1K | 0.29% | +37+0.9% | Added |
| Centennial Wealth Advisory LLC | 3,957 | $331.7K | 0.09% | +91+2.4% | Added |
| Triad Wealth Partners, LLC | 3,958 | $331.8K | 0.04% | +886+28.8% | Added |
| Arvest Bank Trust Division | 3,964 | $332.3K | 0.02% | +3,964 | New |
| 10Elms LLP | 3,971 | $332.8K | 0.30% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,969 | $333.0K | 0.01% | −644−14.0% | Reduced |
| Capital Analysts, LLC | 3,974 | $333.0K | 0.01% | −33−0.8% | Reduced |
| Great Waters Wealth Management | 3,979 | $333.5K | 0.04% | −1,234−23.7% | Reduced |
| Ellenbecker Investment Group | 3,984 | $334.0K | 0.05% | +20+0.5% | Added |
| United Bank | 4,000 | $335.3K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $335.3K | 0.16% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,008 | $336.0K | 0.05% | +20+0.5% | Added |
| Capula Management Ltd | 4,014 | $336.5K | 0.00% | +4,014 | New |
| Investment Advisory Group, LLC | 4,017 | $336.7K | 0.09% | +6+0.1% | Added |
| James Hambro & Partners | 4,019 | $336.9K | 0.01% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 11,118 | $337.3K | 0.19% | +11,118 | New |
| Peddock Capital Advisors, LLC | 4,024 | $337.3K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,025 | $337.4K | 0.06% | +4,025 | New |
| Counterpoint Mutual Funds LLC | 4,026 | $337.5K | 0.03% | +4,026 | New |
| Magnolia Capital Advisors LLC | 4,036 | $338.3K | 0.09% | −53−1.3% | Reduced |
| Twin Focus Capital Partners, LLC | 4,047 | $339.2K | 0.04% | 00.0% | Unchanged |
| tru Independence LLC | 4,050 | $339.5K | 0.09% | +41+1.0% | Added |
| Ssi Investment Management LLC | 4,057 | $340.1K | 0.02% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,068 | $340.9K | 0.01% | −2,231−35.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $341.0K | 0.00% | −130−3.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,074 | $341.5K | 0.18% | −10.0% | Reduced |
| Trust Co of Virginia | 4,076 | $341.6K | 0.03% | +300+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 4,089 | $342.8K | 0.04% | +450+12.4% | Added |
| MKT Advisors LLC | 4,239 | $342.8K | 0.13% | −181−4.1% | Reduced |
| Seeds Investor LLC | 4,097 | $343.4K | 0.07% | −288−6.6% | Reduced |
| Levin Capital Strategies, L.P. | 4,100 | $343.7K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $343.7K | 0.21% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,101 | $343.7K | 0.08% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,185 | $343.9K | 0.13% | +104+2.5% | Added |
| Foresight Global Investors, Inc. | 4,117 | $345.1K | 0.20% | +4,117 | New |
| BXM Wealth LLC | 4,117 | $345.1K | 0.33% | +572+16.1% | Added |
| LeConte Wealth Management, LLC | 4,123 | $345.6K | 0.23% | +795+23.9% | Added |
| Blue Bell Private Wealth Management, LLC | 4,128 | $346.0K | 0.05% | −32−0.8% | Reduced |
| Northcape Wealth Management, LLC | 4,134 | $346.5K | 0.10% | −4−0.1% | Reduced |
| EdgeRock Capital LLC | 4,141 | $347.1K | 0.10% | +58+1.4% | Added |
| Tillman Hartley LLC | 4,147 | $347.6K | 0.09% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,148 | $347.7K | 0.10% | −759−15.5% | Reduced |
| Ellis Investment Partners, LLC | 4,154 | $348.2K | 0.06% | +10.0% | Added |
| Centerpoint Advisory Group | 4,159 | $348.6K | 0.27% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,159 | $348.6K | 0.08% | −58−1.4% | Reduced |
| Regal Investment Advisors LLC | 4,165 | $349.1K | 0.02% | +674+19.3% | Added |
| Sunpointe, LLC | 4,166 | $349.2K | 0.13% | +300+7.8% | Added |
| Grove Bank & Trust | 4,168 | $349.4K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,174 | $349.9K | 0.03% | +717+20.7% | Added |
| Evolution Advisers, Inc. | 4,334 | $350.0K | 0.16% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,179 | $350.3K | 0.25% | −628−13.1% | Reduced |
| Laraway Financial Inc | 4,181 | $350.4K | 0.24% | +10.0% | Added |
| Bernardo Wealth Planning LLC | 4,200 | $352.0K | 0.07% | +44+1.1% | Added |
| North Berkeley Wealth Management, LLC | 4,202 | $352.2K | 0.28% | −309−6.8% | Reduced |
| Waldron Private Wealth LLC | 4,210 | $352.9K | 0.01% | −259−5.8% | Reduced |
| Facet Wealth, Inc. | 4,211 | $353.0K | 0.01% | +1,140+37.1% | Added |
| Fedenia Advisers LLC | 4,219 | $353.6K | 0.14% | +335+8.6% | Added |
| One Wealth Capital Management, LLC | 4,220 | $353.7K | 0.16% | +4,220 | New |
| Verity & Verity, LLC | 4,230 | $354.6K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,231 | $354.6K | 0.06% | +152+3.7% | Added |
| Consolidated Planning Corp | 4,231 | $354.6K | 0.04% | +18+0.4% | Added |
| Leo Wealth, LLC | 4,236 | $355.1K | 0.05% | −1,702−28.7% | Reduced |
| Chesapeake Wealth Management | 4,240 | $355.4K | 0.11% | 00.0% | Unchanged |
| Gries Financial LLC | 4,241 | $355.5K | 0.06% | +1,649+63.6% | Added |
| Towerpoint Wealth, LLC | 4,249 | $356.2K | 0.15% | +303+7.7% | Added |
| Bill Few Associates, Inc. | 4,263 | $357.3K | 0.09% | −156−3.5% | Reduced |
| Romano Brothers and Company | 4,263 | $357.3K | 0.04% | +60+1.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,276 | $358.4K | 0.15% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 4,278 | $358.6K | 0.08% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 4,283 | $359.0K | 0.19% | +4,283 | New |
| American Trust | 4,292 | $359.8K | 0.03% | +1,430+50.0% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $359.9K | 0.12% | 00.0% | Unchanged |