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; 2,883 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Warwick Investment Management, Inc. | 4,968 | $416.4K | 0.07% | +547+12.4% | Added |
| Quantum Financial Advisors, LLC | 4,994 | $418.6K | 0.05% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,997 | $418.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,998 | $418.9K | 0.30% | +358+7.7% | Added |
| CTC Alternative Strategies, Ltd. | 5,000 | $419.1K | 0.70% | −4,280−46.1% | Reduced |
| Puzo Michael J | 5,000 | $419.1K | 0.11% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $419.1K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 5,012 | $420.1K | 0.12% | −376−7.0% | Reduced |
| Wealth Management Associates, Inc. | 5,014 | $420.3K | 0.15% | −518−9.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,016 | $420.4K | 0.03% | +139+2.9% | Added |
| Wellspring Financial Advisors, LLC | 5,029 | $421.5K | 0.04% | −171−3.3% | Reduced |
| Walker Asset Management, LLC | 5,031 | $421.7K | 0.24% | +25+0.5% | Added |
| Fortem Financial Group, LLC | 5,063 | $424.3K | 0.12% | +4+0.1% | Added |
| Willner & Heller, LLC | 5,078 | $425.6K | 0.33% | +28+0.6% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $425.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,087 | $426.4K | 0.03% | −147−2.8% | Reduced |
| Seamount Financial Group Inc | 5,088 | $426.5K | 0.20% | +5,088 | New |
| Asset Dedication, LLC | 5,093 | $426.9K | 0.03% | −4,038−44.2% | Reduced |
| Cascades Capital Asset Management, LLC | 5,093 | $426.9K | 0.19% | +2,300+82.3% | Added |
| Advanced Portfolio Management, LLC | 5,046 | $427.1K | 1.11% | −17,500−77.6% | Reduced |
| West Oak Capital, LLC | 5,100 | $427.5K | 0.17% | −1,065−17.3% | Reduced |
| Burt Wealth Advisors | 5,101 | $427.6K | 0.10% | 00.0% | Unchanged |
| QVR LLC | 5,103 | $427.7K | 0.52% | +5,103 | New |
| Procyon Private Wealth Partners, LLC | 5,104 | $427.8K | 0.03% | +1,801+54.5% | Added |
| Eagle Harbor Asset Management Inc | 5,120 | $429.2K | 0.37% | −37−0.7% | Reduced |
| OneAscent Investment Solutions LLC | 5,122 | $429.3K | 0.46% | −13−0.3% | Reduced |
| First Financial Corp | 5,125 | $429.6K | 0.17% | −130−2.5% | Reduced |
| Marino, Stram & Associates LLC | 5,128 | $429.9K | 0.08% | −70−1.3% | Reduced |
| Sierra Summit Advisors LLC | 5,148 | $431.5K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 5,153 | $431.9K | 0.03% | +1,265+32.5% | Added |
| DF Dent & Co Inc | 5,154 | $432.0K | 0.01% | +1,965+61.6% | Added |
| Byrne Financial Freedom, LLC | 5,160 | $432.6K | 0.22% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,163 | $432.8K | 0.03% | −553−9.7% | Reduced |
| Smith, Moore & Co. | 5,165 | $432.9K | 0.03% | −381−6.9% | Reduced |
| Raelipskie Partnership | 5,165 | $432.9K | 0.19% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,165 | $432.9K | 0.11% | +24+0.5% | Added |
| Stockman Wealth Management, Inc. | 5,182 | $434.4K | 0.05% | −750−12.6% | Reduced |
| Ayrshire Capital Management LLC | 5,193 | $435.3K | 0.20% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,435 | $435.5K | 0.02% | +5,435 | New |
| Matrix Private Capital Group LLC | 5,209 | $436.6K | 0.23% | 00.0% | Unchanged |
| Brown Financial Advisors | 5,241 | $439.3K | 0.16% | +5,241 | New |
| VSM Wealth Advisory, LLC | 5,250 | $440.1K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,252 | $440.2K | 0.01% | −1,440−21.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,300 | $443.0K | 0.00% | +1,900+55.9% | Added |
| Intrust Bank NA | 5,288 | $443.3K | 0.04% | −14−0.3% | Reduced |
| Colonial Trust Co | 5,300 | $444.2K | 0.06% | −727−12.1% | Reduced |
| Constitution Capital LLC | 5,300 | $444.2K | 0.21% | 00.0% | Unchanged |
| KWB Wealth | 5,553 | $444.9K | 0.05% | +12+0.2% | Added |
| Register Financial Advisors LLC | 5,310 | $445.1K | 0.18% | −104−1.9% | Reduced |
| Community Trust & Investment Co | 5,332 | $446.9K | 0.02% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 5,346 | $448.1K | 0.13% | −113−2.1% | Reduced |
| Legacy Advisors, LLC | 5,360 | $449.3K | 0.06% | +5,360 | New |
| Sym Financial Corp | 5,374 | $450.4K | 0.05% | +102+1.9% | Added |
| Evernest Financial Advisors, LLC | 5,415 | $453.9K | 0.13% | −232−4.1% | Reduced |
| Fruth Investment Management | 5,418 | $454.0K | 0.12% | −500−8.4% | Reduced |
| Detalus Advisors, LLC | 5,435 | $455.6K | 0.12% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,436 | $455.6K | 0.06% | +65+1.2% | Added |
| Ewa, LLC | 5,450 | $456.8K | 0.13% | +375+7.4% | Added |
| Parsons Capital Management Inc | 5,454 | $457.2K | 0.03% | +100+1.9% | Added |
| Paradigm Financial Partners, LLC | 5,460 | $457.7K | 0.05% | +498+10.0% | Added |
| Encompass More Asset Management | 5,464 | $458.0K | 0.09% | −12−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,477 | $459.1K | 0.09% | +5,477 | New |
| Patton Albertson Miller Group, LLC | 5,492 | $460.3K | 0.06% | −8,420−60.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $461.3K | 0.09% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,507 | $461.6K | 0.06% | +5,507 | New |
| Genesis Private Wealth, LLC | 5,515 | $462.3K | 0.19% | +800+17.0% | Added |
| Clear Street Markets LLC | 5,522 | $462.9K | 0.15% | +3,332+152.1% | Added |
| Fountainhead AM, LLC | 5,528 | $463.4K | 0.06% | −432−7.2% | Reduced |
| Icapital Wealth LLC | 5,530 | $463.5K | 0.25% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,550 | $465.2K | 0.00% | −24−0.4% | Reduced |
| Pittenger & Anderson Inc | 5,557 | $465.8K | 0.02% | +4,522+436.9% | Added |
| Wedge Capital Management L L P | 5,568 | $466.7K | 0.01% | −471,319−98.8% | Reduced |
| Steinberganna Wealth Management | 5,570 | $466.9K | 0.22% | +5,570 | New |
| Inspire Advisors, LLC | 5,603 | $469.6K | 0.04% | +3+0.1% | Added |
| Charter Capital Management, LLC | 5,618 | $470.9K | 0.25% | +147+2.7% | Added |
| UMA Financial Services, Inc. | 5,618 | $470.9K | 0.07% | −1,685−23.1% | Reduced |
| Root Financial Partners, LLC | 5,626 | $471.6K | 0.03% | +1,214+27.5% | Added |
| Bradyco, Inc. | 5,630 | $471.9K | 0.54% | 00.0% | Unchanged |
| Avion Wealth | 5,642 | $472.0K | 0.10% | −6,769−54.5% | Reduced |
| Capital Group Private Client Services, Inc. | 5,633 | $472.2K | 0.01% | −12,660−69.2% | Reduced |
| Thompson Investment Management, Inc. | 5,647 | $473.4K | 0.06% | −1,030−15.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 5,659 | $474.3K | 0.11% | +2,504+79.4% | Added |
| Univest Financial Corp | 5,674 | $475.6K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,678 | $475.9K | 0.09% | −302−5.1% | Reduced |
| Inscription Capital, LLC | 5,691 | $477.0K | 0.05% | +407+7.7% | Added |
| Hardy Reed LLC | 5,695 | $477.3K | 0.04% | +175+3.2% | Added |
| Security National Bank of So Dak | 5,699 | $477.7K | 0.24% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 5,700 | $477.8K | 0.03% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 5,702 | $477.9K | 0.21% | +33+0.6% | Added |
| Keebeck Wealth Management, LLC | 5,714 | $478.9K | 0.06% | +530+10.2% | Added |
| Arrow Financial Corp | 5,714 | $478.9K | 0.05% | −73−1.3% | Reduced |
| Titleist Asset Management, LLC | 5,718 | $479.3K | 0.04% | −198−3.3% | Reduced |
| Mezzasalma Advisors, LLC | 5,728 | $480.1K | 0.12% | −20.0% | Reduced |
| CoreCap Advisors, LLC | 5,729 | $480.2K | 0.02% | +791+16.0% | Added |
| Denver Wealth Management, Inc. | 5,730 | $480.3K | 0.18% | 00.0% | Unchanged |
| GK Wealth Management LLC | 5,746 | $481.6K | 0.36% | +551+10.6% | Added |
| Edgestream Partners, L.P. | 5,753 | $482.2K | 0.01% | −83,233−93.5% | Reduced |
| Petros Family Wealth, LLC | 5,758 | $482.6K | 0.40% | +4+0.1% | Added |
| Westhampton Capital, LLC | 5,775 | $484.1K | 0.24% | −315−5.2% | Reduced |
| Morris Financial Concepts, Inc. | 5,780 | $484.5K | 0.18% | −365−5.9% | Reduced |