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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 8,456 | $708.8K | 0.08% | +10+0.1% | Added |
| Bedel Financial Consulting, Inc. | 8,452 | $708.5K | 0.09% | +18+0.2% | Added |
| Sivia Capital Partners, LLC | 8,448 | $708.1K | 0.20% | +75+0.9% | Added |
| Advisors Management Group Inc | 8,423 | $706.0K | 0.12% | −15−0.2% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $705.6K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 8,412 | $705.1K | 0.09% | −142−1.7% | Reduced |
| Howard Bailey Securities, LLC | 8,406 | $704.6K | 0.20% | −26−0.3% | Reduced |
| Roberts Capital Advisors, LLC | 8,405 | $704.5K | 0.78% | +8,405 | New |
| B.O.S.S. Retirement Advisors, LLC | 8,399 | $704.0K | 0.17% | +1,228+17.1% | Added |
| Valmark Advisers, Inc. | 8,366 | $701.2K | 0.01% | −34−0.4% | Reduced |
| Cutler Investment Counsel LLC | 8,359 | $700.7K | 0.07% | +190+2.3% | Added |
| Allen Capital Group, LLC | 8,346 | $699.6K | 0.07% | +317+3.9% | Added |
| Prudent Man Advisors, LLC | 8,340 | $699.1K | 0.26% | −8,030−49.1% | Reduced |
| O'Neil Global Advisors, Inc. | 8,292 | $695.0K | 0.13% | +8,292 | New |
| Kagan Cocozza Asset Management | 8,280 | $694.0K | 0.53% | −676−7.5% | Reduced |
| Versant Capital Management, Inc | 8,277 | $693.8K | 0.09% | +2,063+33.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $691.5K | 0.16% | +4,580+124.8% | Added |
| Advisor OS, LLC | 8,244 | $691.0K | 0.06% | +1,153+16.3% | Added |
| Vermillion Wealth Management, Inc. | 8,243 | $690.9K | 0.19% | +142+1.8% | Added |
| Plan A Wealth LLC | 8,228 | $689.7K | 0.35% | −2,618−24.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,215 | $688.6K | 0.06% | −2,917−26.2% | Reduced |
| West Michigan Advisors, LLC | 8,215 | $688.6K | 0.17% | +4,034+96.5% | Added |
| Dakota Wealth Management | 8,210 | $688.1K | 0.01% | −9,502−53.6% | Reduced |
| Wealthstream Advisors, Inc. | 8,204 | $687.7K | 0.10% | +270+3.4% | Added |
| Lingohr & Partner Asset Management GmbH | 8,185 | $686.0K | 1.20% | −1,994−19.6% | Reduced |
| Cape Investment Advisory, Inc. | 8,171 | $684.9K | 0.67% | +307+3.9% | Added |
| Diversified Enterprises, LLC | 8,163 | $684.2K | 0.05% | +478+6.2% | Added |
| Coastal Bridge Advisors, LLC | 8,161 | $684.1K | 0.05% | −5,918−42.0% | Reduced |
| Evoke Wealth, LLC | 8,147 | $683.0K | 0.01% | +1,805+28.5% | Added |
| Sunflower Bank, N.A. | 8,144 | $682.6K | 0.17% | +56+0.7% | Added |
| Sippican Capital Advisors | 8,115 | $680.2K | 0.45% | −28−0.3% | Reduced |
| Money Concepts Capital Corp | 8,097 | $678.7K | 0.04% | +835+11.5% | Added |
| Integrity Financial Corp | 8,083 | $677.5K | 0.32% | +57+0.7% | Added |
| Waddell & Associates, LLC | 8,050 | $674.8K | 0.06% | +479+6.3% | Added |
| CFO4Life Group, LLC | 8,049 | $674.7K | 0.10% | +172+2.2% | Added |
| Auxano Advisors, LLC | 8,047 | $674.5K | 0.14% | +95+1.2% | Added |
| J.Safra Asset Management Corp | 8,046 | $674.4K | 0.04% | +2,361+41.5% | Added |
| Old West Investment Management, LLC | 8,037 | $673.7K | 0.15% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,016 | $671.9K | 0.05% | +66+0.8% | Added |
| Capital Performance Advisors LLP | 8,015 | $671.8K | 0.11% | −500−5.9% | Reduced |
| Wealth Architects, LLC | 8,006 | $671.0K | 0.06% | +181+2.3% | Added |
| JFS Wealth Advisors, LLC | 7,979 | $668.8K | 0.04% | −2,877−26.5% | Reduced |
| RKL Wealth Management LLC | 7,978 | $668.8K | 0.06% | −41−0.5% | Reduced |
| Sentry Investment Management LLC | 8,367 | $667.0K | 0.45% | +46+0.6% | Added |
| Mraz, Amerine & Associates, Inc. | 7,951 | $666.5K | 0.10% | −192−2.4% | Reduced |
| Pines Wealth Management, LLC | 7,919 | $663.8K | 0.22% | −770−8.9% | Reduced |
| Tactive Advisors, LLC | 7,889 | $661.3K | 0.19% | −378−4.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,878 | $660.3K | 0.02% | +307+4.1% | Added |
| Bridgewater Advisors Inc. | 7,659 | $659.0K | 0.05% | +195+2.6% | Added |
| Marietta Investment Partners LLC | 7,860 | $658.8K | 0.13% | −940−10.7% | Reduced |
| Atala Financial Inc | 7,853 | $658.2K | 0.42% | 00.0% | Unchanged |
| Equitable Trust Co | 7,846 | $657.7K | 0.03% | −19,740−71.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,835 | $656.7K | 0.07% | −19−0.2% | Reduced |
| Harmony Asset Management LLC | 7,834 | $656.7K | 0.23% | +7,834 | New |
| KG&L Capital Management,LLC | 10,047 | $656.6K | 0.18% | −5,385−34.9% | Reduced |
| Van Cleef Asset Management,Inc | 7,817 | $655.2K | 0.07% | +10.0% | Added |
| FORA Capital, LLC | 7,800 | $653.8K | 0.12% | +7,800 | New |
| SilverOak Wealth Management LLC | 7,777 | $651.9K | 0.11% | −1,122−12.6% | Reduced |
| Elevate Wealth Advisory, Inc | 7,753 | $649.9K | 0.47% | −10.0% | Reduced |
| Elyxium Wealth, LLC | 7,751 | $649.7K | 0.23% | +53+0.7% | Added |
| Oxford Financial Group Ltd | 7,703 | $645.7K | 0.04% | +984+14.6% | Added |
| Sky Investment Group LLC | 7,700 | $645.4K | 0.11% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,695 | $645.0K | 0.10% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,694 | $644.9K | 0.06% | +392+5.4% | Added |
| Deseret Mutual Benefit Administrators | 7,693 | $644.8K | 0.27% | −1,328−14.7% | Reduced |
| OneAscent Wealth Management LLC | 7,693 | $644.8K | 0.22% | +36+0.5% | Added |
| Whalerock Point Partners, LLC | 7,693 | $644.8K | 0.13% | +1,410+22.4% | Added |
| BancorpSouth Bank | 7,693 | $644.8K | 0.04% | +76+1.0% | Added |
| Tributary Capital Management, LLC | 7,690 | $644.6K | 0.06% | −430−5.3% | Reduced |
| Doliver Advisors, LP | 7,675 | $643.3K | 0.17% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 7,651 | $641.3K | 0.16% | +75+1.0% | Added |
| ZEGA Investments, LLC | 7,630 | $639.5K | 0.15% | +7+0.1% | Added |
| Claro Advisors LLC | 7,627 | $639.3K | 0.09% | −754−9.0% | Reduced |
| Wood Tarver Financial Group, LLC | 7,634 | $639.0K | 0.19% | +10.0% | Added |
| DKM Wealth Management, Inc. | 7,616 | $638.4K | 0.51% | +22+0.3% | Added |
| Patten & Patten Inc | 7,606 | $637.5K | 0.04% | +499+7.0% | Added |
| Cornerstone Advisory, LLC | 7,600 | $637.0K | 0.06% | +157+2.1% | Added |
| Winthrop Capital Management, LLC | 7,584 | $636.0K | 0.15% | −1,251−14.2% | Reduced |
| Basepoint Wealth LLC | 7,574 | $634.9K | 0.45% | −542−6.7% | Reduced |
| TCTC Holdings, LLC | 7,574 | $634.8K | 0.02% | −119−1.5% | Reduced |
| Sawgrass Asset Management LLC | 7,570 | $634.5K | 0.08% | +630+9.1% | Added |
| First National Bank | 7,564 | $634.0K | 0.34% | −270−3.4% | Reduced |
| Mosaic Financial Group, LLC | 7,559 | $634.0K | 0.45% | +14+0.2% | Added |
| BigSur Wealth Management LLC | 7,550 | $632.8K | 0.16% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,550 | $632.8K | 0.02% | −5,088−40.3% | Reduced |
| Bouchey Financial Group Ltd | 7,534 | $631.5K | 0.05% | +101+1.4% | Added |
| Copperleaf Capital, LLC | 7,525 | $630.8K | 0.30% | +230+3.2% | Added |
| Humankind Investments LLC | 7,509 | $629.4K | 0.14% | +221+3.0% | Added |
| Triasima Portfolio Management inc. | 7,480 | $627.0K | 0.09% | +7,480 | New |
| Triumph Capital Management | 7,462 | $625.5K | 0.17% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $624.6K | 0.08% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,443 | $623.9K | 0.14% | +7,443 | New |
| Weaver Consulting Group | 7,441 | $623.7K | 0.16% | +119+1.6% | Added |
| Victory Financial Group, LLC | 7,440 | $623.6K | 0.09% | +3,706+99.3% | Added |
| Brueske Advisory Services, LLC | 7,433 | $623.0K | 0.34% | +98+1.3% | Added |
| Brown Miller Wealth Management, LLC | 7,424 | $622.2K | 0.18% | +3,060+70.1% | Added |
| Capital Management Associates, Inc | 7,423 | $622.2K | 0.17% | +1,255+20.3% | Added |
| Brown, Lisle/Cummings, Inc. | 7,423 | $622.2K | 0.16% | 00.0% | Unchanged |
| Verum Partners LLC | 7,408 | $621.0K | 0.13% | +143+2.0% | Added |
| Spinnaker Trust | 7,407 | $620.9K | 0.03% | 00.0% | Unchanged |