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
- 2,663
- +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
- 965 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 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 30,458 | $2.55M | 0.12% | −1,497−4.7% | Reduced |
| Aspire Private Capital, LLC | 30,419 | $2.55M | 0.56% | −2,342−7.1% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $2.55M | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30,179 | $2.53M | 0.06% | +80.0% | Added |
| Independent Financial Group, LLC | 30,173 | $2.53M | 0.06% | +6,693+28.5% | Added |
| Diversify Wealth Management, LLC | 28,886 | $2.52M | 0.15% | −268−0.9% | Reduced |
| Mutual Advisors, LLC | 29,742 | $2.51M | 0.06% | +6,802+29.7% | Added |
| Scott & Selber, Inc. | 29,942 | $2.51M | 0.64% | −470−1.5% | Reduced |
| Dynamic Advisor Solutions LLC | 29,937 | $2.51M | 0.07% | +3,252+12.2% | Added |
| Xcel Wealth Management, LLC | 29,865 | $2.50M | 0.65% | −100.0% | Reduced |
| Argent Advisors, Inc. | 29,826 | $2.50M | 0.74% | +877+3.0% | Added |
| Shelton Wealth Management, LLC | 29,696 | $2.49M | 1.16% | +21+0.1% | Added |
| Soltis Investment Advisors LLC | 29,663 | $2.49M | 0.17% | +5,064+20.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,630 | $2.48M | 0.06% | +15,784+114.0% | Added |
| Riverchase Wealth Management, LLC | 29,603 | $2.48M | 1.41% | +29,603 | New |
| Neville Rodie & Shaw Inc | 29,602 | $2.48M | 0.18% | 00.0% | Unchanged |
| Westmount Partners, LLC | 30,603 | $2.47M | 0.64% | −472−1.5% | Reduced |
| Polymer Capital Management (US) LLC | 29,502 | $2.47M | 0.33% | −5,292−15.2% | Reduced |
| Arete Wealth Advisors, LLC | 29,466 | $2.47M | 0.15% | +1,435+5.1% | Added |
| Lawson Kroeker Investment Management Inc | 29,395 | $2.46M | 0.45% | −50−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 29,315 | $2.46M | 0.01% | −189,485−86.6% | Reduced |
| Roxbury Financial LLC | 29,288 | $2.45M | 2.27% | −439−1.5% | Reduced |
| Skopos Labs, Inc. | 30,872 | $2.45M | 0.33% | −1,332−4.1% | Reduced |
| First Citizens Bank & Trust Co | 29,212 | $2.45M | 0.05% | +955+3.4% | Added |
| Central Pacific Bank - Trust Division | 29,153 | $2.44M | 0.30% | −4,800−14.1% | Reduced |
| Salzhauer Michael | 88,707 | $2.44M | 1.43% | −16,000−15.3% | Reduced |
| Courier Capital LLC | 29,074 | $2.44M | 0.14% | +10,127+53.4% | Added |
| Pacifica Partners Inc. | 30,051 | $2.43M | 0.87% | −142−0.5% | Reduced |
| Carret Asset Management, LLC | 28,982 | $2.43M | 0.24% | −130−0.4% | Reduced |
| Cary Street Partners Financial LLC | 28,913 | $2.42M | 0.06% | −855−2.9% | Reduced |
| JT Stratford LLC | 28,851 | $2.42M | 0.32% | +5,876+25.6% | Added |
| Coppell Advisory Solutions LLC | 28,516 | $2.41M | 0.26% | −1,552−5.2% | Reduced |
| Massmutual Trust Co FSB | 28,665 | $2.40M | 0.06% | −598−2.0% | Reduced |
| Peoples Bank | 28,664 | $2.40M | 2.39% | −13,474−32.0% | Reduced |
| Mystic Asset Management, Inc. | 28,520 | $2.39M | 0.54% | +285+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28,337 | $2.38M | 0.49% | +14,285+101.7% | Added |
| N.E.W. Advisory Services LLC | 28,289 | $2.37M | 0.21% | +108+0.4% | Added |
| Bayesian Capital Management, LP | 28,100 | $2.36M | 0.48% | −109,300−79.5% | Reduced |
| Two Sigma Securities, LLC | 28,034 | $2.35M | 0.35% | +16,476+142.6% | Added |
| Private Wealth Asset Management, LLC | 27,995 | $2.35M | 0.28% | −891−3.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 27,886 | $2.34M | 0.06% | −924−3.2% | Reduced |
| Legacy Financial Advisors, Inc. | 27,700 | $2.32M | 0.32% | +1,020+3.8% | Added |
| Glaxis Capital Management, LLC | 27,697 | $2.32M | 3.85% | +5,000+22.0% | Added |
| Peak Asset Management, LLC | 27,491 | $2.30M | 0.40% | −418−1.5% | Reduced |
| Rothschild Investment LLC | 27,405 | $2.30M | 0.13% | −1,261−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 27,376 | $2.29M | 0.64% | +37+0.1% | Added |
| First American Trust, FSB | 27,365 | $2.29M | 0.17% | −141,660−83.8% | Reduced |
| Tower Research Capital LLC (TRC) | 27,275 | $2.29M | 0.06% | −128,353−82.5% | Reduced |
| Trinity Financial Advisors LLC | 27,246 | $2.28M | 0.66% | +1,862+7.3% | Added |
| Diversify Advisory Services, LLC | 25,959 | $2.27M | 0.08% | +241+0.9% | Added |
| West Branch Capital LLC | 26,985 | $2.26M | 0.59% | +2,086+8.4% | Added |
| Sunbelt Securities, Inc. | 26,969 | $2.26M | 0.16% | +3,554+15.2% | Added |
| Potomac Fund Management Inc | 26,939 | $2.26M | 0.10% | −1,207−4.3% | Reduced |
| Adviser Investments LLC | 26,886 | $2.25M | 0.03% | +1,455+5.7% | Added |
| Harold Davidson & Associates Inc. | 26,861 | $2.25M | 1.02% | +9,440+54.2% | Added |
| Campbell & CO Investment Adviser LLC | 26,310 | $2.21M | 0.17% | +10,144+62.7% | Added |
| LRI Investments, LLC | 26,284 | $2.20M | 0.18% | +18,628+243.3% | Added |
| Conning Inc. | 26,054 | $2.18M | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 25,981 | $2.18M | 0.03% | +60+0.2% | Added |
| Connable Office Inc | 25,971 | $2.18M | 0.20% | −12,251−32.1% | Reduced |
| Silvercrest Asset Management Group LLC | 25,966 | $2.18M | 0.01% | +195+0.8% | Added |
| Pictet Bank & Trust Ltd | 25,918 | $2.17M | 2.61% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 25,747 | $2.16M | 0.80% | +1,849+7.7% | Added |
| YHB Investment Advisors, Inc. | 25,701 | $2.15M | 0.16% | −4,138−13.9% | Reduced |
| Princeton Global Asset Management LLC | 25,668 | $2.15M | 0.36% | +25,169+5,043.9% | Added |
| Premier Path Wealth Partners, LLC | 25,558 | $2.14M | 0.28% | +599+2.4% | Added |
| CWC Advisors, LLC. | 25,556 | $2.14M | 1.05% | −330−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,514 | $2.14M | 0.05% | −141−0.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 25,466 | $2.13M | 1.03% | +1,589+6.7% | Added |
| National Philanthropic Trust | 25,400 | $2.13M | 0.02% | +1,275+5.3% | Added |
| Level Four Advisory Services, LLC | 25,371 | $2.13M | 0.07% | +4,988+24.5% | Added |
| BLI - Banque de Luxembourg Investments | 25,000 | $2.12M | 0.06% | 00.0% | Unchanged |
| Agf Management Ltd | 25,241 | $2.12M | 0.01% | +14,908+144.3% | Added |
| LOM Asset Management Ltd | 25,137 | $2.11M | 0.64% | +642+2.6% | Added |
| Fieldview Capital Management, LLC | 25,073 | $2.10M | 0.34% | +14,924+147.0% | Added |
| Chemistry Wealth Management LLC | 24,959 | $2.09M | 0.40% | −90−0.4% | Reduced |
| Journey Strategic Wealth LLC | 24,954 | $2.09M | 0.06% | +246+1.0% | Added |
| Round Hill Asset Management | 24,912 | $2.09M | 1.37% | −3,530−12.4% | Reduced |
| Resources Management Corp | 24,903 | $2.09M | 0.27% | −400−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 24,885 | $2.09M | 0.29% | +250+1.0% | Added |
| Wright Investors Service Inc | 24,862 | $2.08M | 0.60% | −2,664−9.7% | Reduced |
| La Banque Postale Asset Management SA | 24,822 | $2.08M | 0.03% | −9,789−28.3% | Reduced |
| Jeppson Wealth Management, LLC | 24,820 | $2.08M | 0.66% | −90−0.4% | Reduced |
| Integrated Advisors Network LLC | 24,786 | $2.08M | 0.09% | +1,290+5.5% | Added |
| Mather Group, LLC. | 24,760 | $2.08M | 0.02% | +1,978+8.7% | Added |
| Sage Mountain Advisors LLC | 24,725 | $2.07M | 0.12% | +4,276+20.9% | Added |
| Howard Capital Management Inc. | 24,411 | $2.05M | 0.03% | −1,357−5.3% | Reduced |
| Aviso Wealth Management | 24,410 | $2.05M | 0.89% | +886+3.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 24,374 | $2.04M | 0.06% | +1,898+8.4% | Added |
| Beese Fulmer Investment Management, Inc. | 24,365 | $2.04M | 0.14% | −1,702−6.5% | Reduced |
| Meridian Investment Counsel Inc. | 24,303 | $2.04M | 0.50% | +80.0% | Added |
| Armis Advisers, LLC | 23,438 | $2.04M | 0.19% | +3,376+16.8% | Added |
| Fort Sheridan Advisors LLC | 24,270 | $2.03M | 0.27% | +800+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 24,258 | $2.03M | 0.04% | −431−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24,230 | $2.03M | 0.00% | +9,035+59.5% | Added |
| Nicholas Hoffman & Company, LLC. | 24,193 | $2.03M | 0.05% | −794−3.2% | Reduced |
| Cadinha & Co LLC | 24,184 | $2.03M | 0.28% | 00.0% | Unchanged |
| Insight Advisors, LLC | 24,111 | $2.02M | 0.31% | +13+0.1% | Added |
| Crux Wealth Advisors | 24,090 | $2.02M | 0.80% | +1,399+6.2% | Added |
| Quest Partners LLC | 24,079 | $2.02M | 0.13% | +22,107+1,121.0% | Added |