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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 24,023 | $2.01M | 0.15% | −399−1.6% | Reduced |
| Private Trust Co NA | 24,003 | $2.01M | 0.18% | −3,281−12.0% | Reduced |
| Leavell Investment Management, Inc. | 23,933 | $2.01M | 0.08% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 23,716 | $1.99M | 0.59% | −1,153−4.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 23,706 | $1.99M | 0.19% | +6,738+39.7% | Added |
| HBK Sorce Advisory LLC | 22,940 | $1.98M | 0.05% | +405+1.8% | Added |
| One Capital Management, LLC | 23,554 | $1.97M | 0.06% | +828+3.6% | Added |
| Great Valley Advisor Group, Inc. | 23,522 | $1.97M | 0.04% | +6,613+39.1% | Added |
| Vista Investment Management | 23,468 | $1.97M | 0.69% | −530−2.2% | Reduced |
| Welch Group, LLC | 23,405 | $1.96M | 0.08% | +938+4.2% | Added |
| OneAscent Financial Services LLC | 23,309 | $1.95M | 0.13% | −296−1.3% | Reduced |
| Citizens National Bank Trust Department | 23,117 | $1.94M | 0.35% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 22,996 | $1.93M | 0.12% | −21−0.1% | Reduced |
| Rossmore Private Capital | 22,760 | $1.91M | 0.21% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22,578 | $1.89M | 0.07% | −758−3.2% | Reduced |
| Fiduciary Group LLC | 22,572 | $1.89M | 0.17% | −1,122−4.7% | Reduced |
| Virtue Asset Management LLC | 22,324 | $1.87M | 1.54% | +22,324 | New |
| Burke & Herbert Bank & Trust Co | 22,291 | $1.87M | 0.40% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 22,234 | $1.86M | 0.19% | +1,733+8.5% | Added |
| Diversified Trust Co | 22,089 | $1.85M | 0.04% | −4,690−17.5% | Reduced |
| Everhart Financial Group, Inc. | 22,065 | $1.85M | 0.19% | +1,014+4.8% | Added |
| Pure Financial Advisors, Inc. | 22,039 | $1.85M | 0.03% | +1,046+5.0% | Added |
| Virtue Capital Management, LLC | 23,521 | $1.84M | 0.40% | +16,438+232.1% | Added |
| Westpac Banking Corp | 21,935 | $1.84M | 0.11% | −170−0.8% | Reduced |
| Holderness Investments Co | 21,901 | $1.84M | 0.37% | −789−3.5% | Reduced |
| Gilbert & Cook, Inc. | 21,850 | $1.83M | 0.24% | +20.0% | Added |
| Pflug Koory, LLC | 21,691 | $1.82M | 0.86% | 00.0% | Unchanged |
| Aspiriant, LLC | 21,687 | $1.82M | 0.06% | −963−4.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,649 | $1.81M | 0.10% | +176+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 20,864 | $1.81M | 0.29% | +113+0.5% | Added |
| Hilltop Holdings Inc. | 21,622 | $1.81M | 0.10% | +2,163+11.1% | Added |
| Fisher Asset Management, LLC | 21,572 | $1.81M | 0.00% | −1,388−6.0% | Reduced |
| Drive Wealth Management, LLC | 21,557 | $1.81M | 0.38% | −3,959−15.5% | Reduced |
| Collar Capital Management, LLC | 21,362 | $1.79M | 1.26% | −770−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 21,354 | $1.79M | 0.13% | +2,437+12.9% | Added |
| Caldwell Trust Co | 21,324 | $1.79M | 0.17% | +2,125+11.1% | Added |
| Founders Financial Securities LLC | 21,240 | $1.78M | 0.12% | +608+2.9% | Added |
| Martin & Co Inc | 21,237 | $1.78M | 0.32% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 28,744 | $1.77M | 0.39% | −100−0.3% | Reduced |
| Kennedy Investment Group | 21,010 | $1.76M | 0.70% | +1,151+5.8% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.76M | 0.38% | +21,000 | New |
| LJI Wealth Management, LLC | 20,964 | $1.76M | 0.31% | −151−0.7% | Reduced |
| Meridian Wealth Management, LLC | 20,962 | $1.76M | 0.07% | −3,000−12.5% | Reduced |
| Davidson Trust Co | 20,949 | $1.76M | 0.72% | −872−4.0% | Reduced |
| Canandaigua National Bank & Trust Co | 20,910 | $1.75M | 0.15% | +2,731+15.0% | Added |
| Gryphon Financial Partners LLC | 20,858 | $1.75M | 0.20% | +4,915+30.8% | Added |
| Bartlett & Co. Wealth Management LLC | 20,805 | $1.74M | 0.02% | +710+3.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,702 | $1.74M | 0.19% | −376−1.8% | Reduced |
| Country Club Bank | 20,459 | $1.73M | 0.10% | −1,222−5.6% | Reduced |
| Modera Wealth Management, LLC | 20,614 | $1.73M | 0.02% | −1,211−5.5% | Reduced |
| Ransom Advisory, Ltd | 20,536 | $1.72M | 0.78% | −250−1.2% | Reduced |
| IHT Wealth Management, LLC | 20,446 | $1.71M | 0.04% | +1,680+9.0% | Added |
| CX Institutional | 20,422 | $1.71M | 0.05% | −104−0.5% | Reduced |
| Miller Investment Management, LP | 20,342 | $1.71M | 0.17% | −13,740−40.3% | Reduced |
| Citadel Investment Advisory, Inc. | 20,341 | $1.71M | 0.78% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20,255 | $1.70M | 0.67% | +113+0.6% | Added |
| Cetera Trust Company, N.A | 20,226 | $1.70M | 0.95% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 20,213 | $1.69M | 0.24% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,007 | $1.68M | 0.06% | +2,617+15.0% | Added |
| Harbor Advisors LLC | 20,000 | $1.68M | 0.26% | 00.0% | Unchanged |
| Leisure Capital Management | 19,981 | $1.67M | 0.57% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 19,963 | $1.67M | 0.32% | −1,252−5.9% | Reduced |
| First Financial Bank - Trust Division | 19,955 | $1.67M | 0.14% | −155−0.8% | Reduced |
| PFG Investments, LLC | 19,931 | $1.67M | 0.09% | +243+1.2% | Added |
| Exencial Wealth Advisors, LLC | 19,847 | $1.66M | 0.05% | +1,838+10.2% | Added |
| First Dallas Securities Inc. | 19,834 | $1.66M | 0.62% | +1,154+6.2% | Added |
| Hartford Funds Management Co LLC | 19,825 | $1.66M | 0.14% | −2,984−13.1% | Reduced |
| Breakwater Capital Group | 19,792 | $1.66M | 0.24% | −183−0.9% | Reduced |
| Chicago Capital, LLC | 19,756 | $1.66M | 0.04% | +500+2.6% | Added |
| Gibbs Wealth Management | 19,601 | $1.64M | 0.37% | −2,018−9.3% | Reduced |
| Savvy Advisors, Inc. | 19,553 | $1.64M | 0.08% | +2,404+14.0% | Added |
| Washington Trust Bank | 19,523 | $1.64M | 0.12% | +258+1.3% | Added |
| Cito Capital Group, LLC | 19,503 | $1.64M | 0.47% | −5,000−20.4% | Reduced |
| Accretive Wealth Partners, LLC | 19,268 | $1.62M | 0.49% | +1,074+5.9% | Added |
| BLB&B Advisors, LLC | 19,238 | $1.61M | 0.07% | +3,448+21.8% | Added |
| Busey Wealth Management | 19,207 | $1.61M | 0.04% | +2,357+14.0% | Added |
| Tealwood Asset Management Inc | 19,185 | $1.61M | 0.65% | −340−1.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 19,183 | $1.61M | 0.45% | −205−1.1% | Reduced |
| Fulton Bank, N.A. | 19,170 | $1.61M | 0.06% | −962−4.8% | Reduced |
| Wolverine Trading, LLC | 18,974 | $1.61M | 0.03% | −21,679−53.3% | Reduced |
| Lazari Capital Management, Inc. | 19,116 | $1.60M | 0.54% | +376+2.0% | Added |
| First Bank & Trust | 19,114 | $1.60M | 0.27% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 19,108 | $1.60M | 0.05% | −509−2.6% | Reduced |
| Summit Wealth Group LLC | 35,263 | $1.60M | 0.22% | +30,684+670.1% | Added |
| Sweeney & Michel, LLC | 20,584 | $1.60M | 0.54% | −1,573−7.1% | Reduced |
| Mainstay Capital Management LLC | 18,980 | $1.59M | 0.16% | −18,072−48.8% | Reduced |
| American State Bank (Iowa) | 18,911 | $1.59M | 0.81% | −361−1.9% | Reduced |
| London Co of Virginia | 18,909 | $1.58M | 0.01% | −9,232−32.8% | Reduced |
| Essex Financial Services, Inc. | 18,853 | $1.58M | 0.09% | +495+2.7% | Added |
| Keystone Financial Services | 18,804 | $1.58M | 0.49% | +1,004+5.6% | Added |
| M.E. Allison & Co., Inc. | 18,779 | $1.57M | 1.10% | +27+0.1% | Added |
| LexAurum Advisors, LLC | 18,719 | $1.57M | 0.22% | −80−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,669 | $1.56M | 0.63% | +198+1.1% | Added |
| William B. Walkup & Associates, Inc. | 18,632 | $1.56M | 0.84% | −50.0% | Reduced |
| AlphaCore Capital LLC | 18,510 | $1.55M | 0.05% | +4,343+30.7% | Added |
| Jacobi Capital Management LLC | 18,333 | $1.54M | 0.09% | +567+3.2% | Added |
| Trust Co of Toledo NA | 18,320 | $1.54M | 0.15% | −194−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 18,263 | $1.53M | 0.03% | +467+2.6% | Added |
| Change Path, LLC | 18,232 | $1.53M | 0.04% | +2,499+15.9% | Added |
| Shell Asset Management Co | 18,225 | $1.53M | 0.15% | −28,498−61.0% | Reduced |