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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 4,295 | $360.0K | 0.09% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,307 | $361.0K | 0.02% | −150−3.4% | Reduced |
| Symphony Financial, Ltd. Co. | 4,353 | $361.4K | 0.04% | −685−13.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,324 | $362.4K | 0.11% | 00.0% | Unchanged |
| Power Wealth Management LLC | 4,325 | $362.5K | 0.13% | +294+7.3% | Added |
| Leuthold Group, LLC | 4,334 | $363.3K | 0.04% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4,343 | $364.0K | 0.08% | +22+0.5% | Added |
| Impact Capital Partners LLC | 4,347 | $364.4K | 0.11% | +49+1.1% | Added |
| Strategy Asset Managers LLC | 4,372 | $366.5K | 0.07% | −126−2.8% | Reduced |
| Weinberger Asset Management, Inc | 4,399 | $368.7K | 0.13% | +178+4.2% | Added |
| Ignite Planners, LLC | 4,399 | $368.8K | 0.06% | +33+0.8% | Added |
| Freemont Management S.A. | 4,400 | $368.8K | 0.29% | −32,700−88.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $368.8K | 0.09% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 4,406 | $369.3K | 0.18% | −84−1.9% | Reduced |
| Check Capital Management Inc | 4,413 | $369.9K | 0.02% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,417 | $370.2K | 0.37% | −864−16.4% | Reduced |
| First American Bank | 4,422 | $370.7K | 0.02% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 4,431 | $371.4K | 0.25% | +38+0.9% | Added |
| Narwhal Capital Management | 4,431 | $371.4K | 0.03% | −1,015−18.6% | Reduced |
| Lewis Asset Management, LLC | 4,432 | $371.5K | 0.15% | +25+0.6% | Added |
| Southland Equity Partners LLC | 4,440 | $372.2K | 0.08% | −26−0.6% | Reduced |
| Omnia Family Wealth, LLC | 4,440 | $372.2K | 0.12% | +91+2.1% | Added |
| GSG Advisors LLC | 4,602 | $372.2K | 0.10% | +4,602 | New |
| Alps Advisors Inc | 4,441 | $372.2K | 0.00% | −1,360−23.4% | Reduced |
| Vista Capital Partners, Inc. | 4,448 | $372.8K | 0.04% | +4,448 | New |
| Planned Solutions, Inc. | 4,458 | $373.7K | 0.13% | +1,168+35.5% | Added |
| Ashton Thomas Securities, LLC | 4,465 | $374.3K | 0.05% | +1,008+29.2% | Added |
| CoreFirst Bank & Trust | 4,472 | $374.8K | 0.20% | −113−2.5% | Reduced |
| Charter Trust Co | 4,480 | $375.5K | 0.02% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,496 | $376.8K | 0.17% | +22+0.5% | Added |
| GW&K Investment Management, LLC | 4,500 | $377.0K | 0.00% | +10+0.2% | Added |
| Dempze Nancy E | 4,500 | $377.2K | 0.21% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 4,509 | $377.9K | 0.10% | +4,509 | New |
| Stonebrook Private Inc. | 4,511 | $378.1K | 0.08% | +118+2.7% | Added |
| WSFS Capital Management, LLC | 4,526 | $379.4K | 0.02% | −437−8.8% | Reduced |
| Integral Investment Advisors, Inc. | 4,538 | $380.4K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,542 | $380.7K | 0.09% | −56−1.2% | Reduced |
| CRA Financial Services, LLC | 4,553 | $381.7K | 0.05% | +151+3.4% | Added |
| Wealth Alliance Advisory Group, LLC | 4,556 | $381.9K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,559 | $382.1K | 0.03% | +4,559 | New |
| Prentiss Smith & Co Inc | 4,560 | $382.2K | 0.22% | 00.0% | Unchanged |
| True Vision MN LLC | 4,561 | $382.3K | 0.20% | +36+0.8% | Added |
| Concentrum Wealth Management | 4,582 | $384.1K | 0.11% | +86+1.9% | Added |
| Prairiewood Capital, LLC | 4,593 | $385.0K | 0.13% | +193+4.4% | Added |
| FSM Wealth Advisors, LLC | 4,622 | $387.4K | 0.05% | +1,471+46.7% | Added |
| Atlas Legacy Advisors, LLC | 4,631 | $388.2K | 0.07% | +1,290+38.6% | Added |
| Copley Financial Group, Inc. | 4,638 | $388.8K | 0.27% | +4,638 | New |
| Apexium Financial, LP | 4,642 | $389.1K | 0.02% | +14+0.3% | Added |
| Kesler, Norman & Wride, LLC | 5,564 | $390.8K | 0.08% | +683+14.0% | Added |
| Quantbot Technologies LP | 4,668 | $391.3K | 0.01% | −42,072−90.0% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $391.3K | 0.05% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,673 | $391.7K | 0.18% | +20.0% | Added |
| Cardinal Point Capital Management, ULC | 4,675 | $391.9K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 4,697 | $393.7K | 0.21% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,718 | $395.5K | 0.23% | −127−2.6% | Reduced |
| Algert Global LLC | 4,721 | $395.7K | 0.01% | −3,999−45.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,722 | $395.8K | 0.05% | +105+2.3% | Added |
| HFG Advisors, Inc. | 4,729 | $396.4K | 0.29% | +691+17.1% | Added |
| TCI Wealth Advisors, Inc. | 4,732 | $396.6K | 0.02% | +855+22.1% | Added |
| O'Rourke & Company, Inc | 4,735 | $396.9K | 0.17% | +3+0.1% | Added |
| Holistic Financial Partners | 4,735 | $396.9K | 0.16% | +1,875+65.6% | Added |
| Ullmann Financial Group, Inc. | 4,739 | $397.2K | 0.04% | −500−9.5% | Reduced |
| Gould Asset Management LLC | 4,757 | $398.7K | 0.07% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,763 | $399.2K | 0.07% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,763 | $399.3K | 0.10% | +63+1.3% | Added |
| Gradient Capital Advisors, LLC | 4,771 | $399.9K | 0.11% | +51+1.1% | Added |
| First Heartland Consultants, Inc. | 4,796 | $402.0K | 0.03% | −393−7.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $402.3K | 0.21% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 4,807 | $402.9K | 0.33% | +32+0.7% | Added |
| Kerr Financial Planning Corp | 4,763 | $403.0K | 0.57% | +4,763 | New |
| GFS Advisors, LLC | 4,812 | $403.3K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 4,826 | $404.5K | 0.02% | +204+4.4% | Added |
| Sentinus, LLC | 4,827 | $404.6K | 0.09% | −189−3.8% | Reduced |
| KFG Wealth Management, LLC | 4,831 | $404.9K | 0.06% | +708+17.2% | Added |
| Black Diamond Financial, LLC | 4,831 | $404.9K | 0.05% | +2,109+77.5% | Added |
| Sachetta, LLC | 4,845 | $406.1K | 0.15% | −54−1.1% | Reduced |
| Jacksonville Wealth Management, LLC | 4,850 | $406.5K | 0.30% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 4,856 | $407.0K | 0.08% | +11+0.2% | Added |
| Brewster Financial Planning LLC | 4,871 | $408.3K | 0.26% | +23+0.5% | Added |
| BTG Pactual Asset Management US LLC | 4,872 | $408.4K | 0.05% | +4,872 | New |
| AA Financial Advisors, LLC | 4,873 | $408.5K | 0.08% | −25−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,879 | $408.9K | 0.02% | +113+2.4% | Added |
| Harvest Investment Services, LLC | 4,880 | $409.0K | 0.08% | +4+0.1% | Added |
| Buckhead Capital Management LLC | 4,895 | $410.3K | 0.15% | +231+5.0% | Added |
| Klingenstein Fields & Co LP | 4,898 | $410.5K | 0.02% | −20−0.4% | Reduced |
| 49 Wealth Management, LLC | 4,899 | $410.7K | 0.04% | −3−0.1% | Reduced |
| Golden State Wealth Management, LLC | 4,900 | $410.7K | 0.05% | −95−1.9% | Reduced |
| Destination Wealth Management | 4,904 | $411.1K | 0.01% | +613+14.3% | Added |
| Millennium Capital Advisors, LLC | 4,910 | $411.6K | 0.25% | −400−7.5% | Reduced |
| Cookson Peirce & Co Inc | 4,916 | $412.1K | 0.02% | +2,062+72.2% | Added |
| Caldwell Sutter Capital, Inc. | 4,920 | $412.4K | 0.18% | +551+12.6% | Added |
| Chapin Davis, Inc. | 4,924 | $412.7K | 0.10% | +10.0% | Added |
| First Foundation Advisors | 4,927 | $413.0K | 0.02% | +924+23.1% | Added |
| Maripau Wealth Management LLC | 4,932 | $413.4K | 0.21% | −56−1.1% | Reduced |
| Mma Asset Management LLC | 4,948 | $414.7K | 0.14% | −262−5.0% | Reduced |
| Howard Capital Management Group, LLC | 4,950 | $414.9K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4,950 | $414.9K | 0.04% | +2,334+89.2% | Added |
| WoodTrust Financial Corp | 4,947 | $415.0K | 0.05% | −219−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 4,957 | $415.5K | 0.14% | +333+7.2% | Added |
| New Wave Wealth Advisors LLC | 4,966 | $416.2K | 0.16% | +248+5.3% | Added |