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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 7,400 | $620.3K | 0.17% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 7,374 | $618.1K | 0.21% | +7,374 | New |
| E&G Advisors, LP | 7,352 | $616.2K | 0.14% | −682−8.5% | Reduced |
| Tradewinds Capital Management, LLC | 7,349 | $616.0K | 0.14% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 7,335 | $614.8K | 0.17% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 7,332 | $614.6K | 0.07% | −1,349−15.5% | Reduced |
| Global Assets Advisory, LLC | 7,330 | $614.4K | 0.18% | 00.0% | Unchanged |
| Sageworth Trust Co | 7,312 | $612.9K | 0.03% | +7,312 | New |
| Papp L Roy & Associates | 7,310 | $612.7K | 0.07% | −2,693−26.9% | Reduced |
| Howe & Rusling Inc | 7,309 | $612.6K | 0.04% | +469+6.9% | Added |
| Ironwood Investment Counsel, LLC | 7,276 | $609.9K | 0.09% | −340−4.5% | Reduced |
| Lakeside Advisors, INC. | 7,275 | $609.8K | 0.39% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 7,263 | $608.8K | 0.15% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,239 | $606.8K | 0.15% | −1,609−18.2% | Reduced |
| Confluence Wealth Services, Inc. | 7,233 | $606.3K | 0.03% | +143+2.0% | Added |
| Alpha Family Trust | 7,220 | $605.2K | 0.28% | 00.0% | Unchanged |
| Coastline Trust Co | 7,196 | $603.2K | 0.06% | +220+3.2% | Added |
| Peak Retirement Planning, Inc. | 7,190 | $602.7K | 0.17% | +444+6.6% | Added |
| MONECO Advisors, LLC | 7,184 | $602.1K | 0.05% | +84+1.2% | Added |
| Atom Investors LP | 7,153 | $599.6K | 0.05% | −34,458−82.8% | Reduced |
| Connecticut Wealth Management, LLC | 7,150 | $599.3K | 0.03% | −76−1.1% | Reduced |
| Cowa, LLC | 7,143 | $598.7K | 0.20% | −480−6.3% | Reduced |
| Secure Asset Management, LLC | 7,400 | $598.4K | 0.10% | +567+8.3% | Added |
| Well Done, LLC | 7,138 | $598.3K | 0.10% | −84−1.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,136 | $598.1K | 0.11% | +378+5.6% | Added |
| Spirepoint Private Client, LLC | 7,129 | $597.6K | 0.06% | +7,129 | New |
| Heritage Investment Group, Inc. | 7,120 | $596.8K | 0.10% | +915+14.7% | Added |
| MSH Capital Advisors LLC | 7,114 | $596.3K | 0.16% | +11+0.2% | Added |
| Cache Advisors, LLC | 7,100 | $595.1K | 0.10% | 00.0% | Unchanged |
| one8zero8, LLC | 7,085 | $593.9K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,077 | $593.2K | 0.11% | −15−0.2% | Reduced |
| Blue Barn Wealth, LLC | 7,065 | $592.2K | 0.26% | +1,323+23.0% | Added |
| Burton Enright Welch | 7,058 | $591.6K | 0.09% | −2,070−22.7% | Reduced |
| Douglas Lane & Associates, LLC | 7,058 | $591.6K | 0.01% | −1,582−18.3% | Reduced |
| SNS Financial Group, LLC | 7,026 | $588.9K | 0.05% | −10.0% | Reduced |
| Tucker Asset Management LLC | 7,023 | $588.7K | 0.18% | −102−1.4% | Reduced |
| Cambridge Advisors Inc. | 7,022 | $588.6K | 0.12% | −98−1.4% | Reduced |
| Integrity Wealth Advisors, Inc. | 7,143 | $587.9K | 0.21% | +2,775+63.5% | Added |
| Silver Oak Advisory Group, Inc. | 7,004 | $587.0K | 0.27% | −370−5.0% | Reduced |
| Kearns & Associates LLC | 7,000 | $586.7K | 0.31% | 00.0% | Unchanged |
| Nwam LLC | 6,813 | $584.4K | 0.03% | −1,481−17.9% | Reduced |
| Means Investment Co., Inc. | 6,970 | $584.2K | 0.05% | −97−1.4% | Reduced |
| Sound Income Strategies, LLC | 7,308 | $583.9K | 0.03% | −360−4.7% | Reduced |
| Fiduciary Alliance LLC | 6,954 | $582.9K | 0.04% | −9,794−58.5% | Reduced |
| Magnus Financial Group LLC | 6,944 | $582.1K | 0.05% | −523−7.0% | Reduced |
| HHM Wealth Advisors, LLC | 6,933 | $581.1K | 0.07% | +36+0.5% | Added |
| Fairview Capital Investment Management, LLC | 6,930 | $580.9K | 0.03% | −425−5.8% | Reduced |
| Naples Global Advisors, LLC | 6,919 | $579.9K | 0.05% | +2,355+51.6% | Added |
| SPC Financial, Inc. | 6,904 | $578.7K | 0.05% | +578+9.1% | Added |
| Relyea Zuckerberg Hanson LLC | 6,895 | $578.0K | 0.06% | +61+0.9% | Added |
| Summa Corp. | 6,829 | $572.4K | 0.25% | −2,197−24.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,824 | $572.0K | 0.04% | −1,629−19.3% | Reduced |
| New Hampshire Trust | 6,785 | $568.7K | 0.11% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,042 | $568.1K | 0.11% | +28+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 6,747 | $565.6K | 0.24% | +656+10.8% | Added |
| Drexel Morgan & Co. | 6,747 | $565.5K | 0.09% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 6,724 | $563.6K | 0.25% | −420−5.9% | Reduced |
| Lynch & Associates | 6,713 | $562.7K | 0.11% | −16−0.2% | Reduced |
| Eisler Capital Management Ltd. | 6,647 | $562.2K | 0.01% | −133,264−95.2% | Reduced |
| New Republic Capital, LLC | 6,689 | $560.7K | 0.17% | +744+12.5% | Added |
| Piscataqua Savings Bank | 6,684 | $560.2K | 0.44% | −132−1.9% | Reduced |
| Weil Company, Inc. | 6,673 | $559.3K | 0.13% | −277−4.0% | Reduced |
| Canopy Partners, LLC | 6,654 | $557.7K | 0.19% | −103−1.5% | Reduced |
| Citizens Business Bank | 6,650 | $557.4K | 0.09% | +2,661+66.7% | Added |
| Axis Wealth Partners, LLC | 6,639 | $556.4K | 0.33% | +84+1.3% | Added |
| BlackDiamond Wealth Management Inc. | 6,623 | $555.2K | 0.30% | −6−0.1% | Reduced |
| Fortitude Family Office, LLC | 6,620 | $554.9K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,613 | $554.3K | 0.15% | +626+10.5% | Added |
| Keystone Financial Group | 6,603 | $553.5K | 0.04% | +52+0.8% | Added |
| a16z Perennial Management, L.P. | 6,584 | $551.9K | 0.04% | +6,584 | New |
| RD Lewis Holdings, Inc. | 6,393 | $551.5K | 0.52% | −475−6.9% | Reduced |
| Intrua Financial, LLC | 6,559 | $549.8K | 0.06% | −8−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 6,528 | $547.2K | 0.03% | −3,628−35.7% | Reduced |
| Twinbeech Capital LP | 6,526 | $547.0K | 0.02% | −73,815−91.9% | Reduced |
| Founders Financial Alliance, LLC | 6,520 | $546.6K | 0.10% | +1,578+31.9% | Added |
| Maia Wealth LLC | 6,326 | $544.6K | 0.09% | +153+2.5% | Added |
| Family Management Corp | 6,478 | $543.0K | 0.08% | +2,142+49.4% | Added |
| Richmond Investment Services, LLC | 6,472 | $542.5K | 0.10% | +50+0.8% | Added |
| Duncker Streett & Co Inc | 6,458 | $541.3K | 0.09% | +93+1.5% | Added |
| Heartland Bank & Trust Co | 6,453 | $540.9K | 0.22% | −282−4.2% | Reduced |
| STAR Financial Bank | 6,449 | $540.6K | 0.32% | −709−9.9% | Reduced |
| CVA Family Office, LLC | 6,444 | $540.2K | 0.07% | +58+0.9% | Added |
| Cooper Financial Group | 6,417 | $537.9K | 0.06% | −207−3.1% | Reduced |
| Sterneck Capital Management, LLC | 6,415 | $537.7K | 0.25% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 6,400 | $536.4K | 0.14% | −3,027−32.1% | Reduced |
| Requisite Capital Management, LLC | 6,400 | $536.4K | 0.09% | +6,400 | New |
| Wealth Preservation Advisors, LLC | 6,375 | $534.4K | 0.31% | +157+2.5% | Added |
| M3 Advisory Group, LLC | 6,371 | $534.0K | 0.33% | −17−0.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,370 | $533.9K | 0.35% | +257+4.2% | Added |
| Red Door Wealth Management, LLC | 6,362 | $533.3K | 0.06% | −874−12.1% | Reduced |
| Hayek Kallen Investment Management | 6,360 | $533.0K | 0.17% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,605 | $532.8K | 0.05% | +1,809+37.7% | Added |
| Traphagen Investment Advisors LLC | 6,346 | $531.9K | 0.05% | +127+2.0% | Added |
| Zullo Investment Group, Inc. | 6,340 | $531.5K | 0.20% | +122+2.0% | Added |
| Iowa State Bank | 6,332 | $530.7K | 0.10% | +6,332 | New |
| Grant Private Wealth Management Inc | 6,330 | $530.6K | 0.33% | −30,951−83.0% | Reduced |
| Wayfinding Financial, LLC | 6,317 | $529.0K | 0.23% | −249−3.8% | Reduced |
| Fortress Financial Group, LLC | 6,309 | $528.8K | 0.41% | +17+0.3% | Added |
| Schulhoff & Co Inc | 6,307 | $528.7K | 0.23% | +10.0% | Added |
| VisionPoint Advisory Group, LLC | 6,305 | $528.5K | 0.11% | +2,629+71.5% | Added |