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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 6,302 | $528.2K | 0.21% | +1,500+31.2% | Added |
| Jacobsen Capital Management | 6,298 | $527.9K | 0.18% | +106+1.7% | Added |
| Front Row Advisors LLC | 6,293 | $527.5K | 0.18% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,282 | $526.5K | 0.23% | +8+0.1% | Added |
| Sequent Asset Management, LLC | 6,281 | $526.5K | 0.25% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 6,281 | $526.5K | 0.38% | +41+0.7% | Added |
| Aull & Monroe Investment Management Corp | 6,259 | $524.6K | 0.27% | −259−4.0% | Reduced |
| TFR Capital, LLC. | 6,256 | $524.4K | 0.18% | −467−6.9% | Reduced |
| Abacus Planning Group, Inc. | 6,251 | $523.9K | 0.07% | −106−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 6,250 | $523.9K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 6,243 | $523.3K | 0.03% | −100−1.6% | Reduced |
| Legacy Bridge, LLC | 6,229 | $522.1K | 0.22% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,229 | $522.1K | 0.15% | +35+0.6% | Added |
| Occidental Asset Management, LLC | 6,226 | $521.9K | 0.07% | −946−13.2% | Reduced |
| Investment Research Partners LLC | 6,066 | $521.7K | 0.23% | +6,066 | New |
| Redhawk Wealth Advisors, Inc. | 6,210 | $520.5K | 0.06% | −25−0.4% | Reduced |
| Smithfield Trust Co | 6,213 | $520.0K | 0.02% | +959+18.3% | Added |
| TBH Global Asset Management, LLC | 6,204 | $520.0K | 0.10% | −8−0.1% | Reduced |
| Novem Group | 6,192 | $519.0K | 0.06% | +60+1.0% | Added |
| Alpha Advisors, LLC | 6,186 | $518.5K | 0.39% | +32+0.5% | Added |
| Novare Capital Management LLC | 6,180 | $518.0K | 0.04% | +391+6.8% | Added |
| First National Bank & Trust Co of Newtown | 6,159 | $516.2K | 0.10% | −19−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 6,122 | $513.1K | 0.04% | −7,469−55.0% | Reduced |
| Mengis Capital Management, Inc. | 6,116 | $512.7K | 0.10% | −149−2.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,102 | $511.4K | 0.17% | +9+0.1% | Added |
| Baldwin Brothers Inc | 6,100 | $511.3K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,084 | $510.0K | 0.15% | −134−2.2% | Reduced |
| Verus Capital Partners, LLC | 6,077 | $509.3K | 0.04% | −196−3.1% | Reduced |
| Hohimer Wealth Management, LLC | 6,075 | $509.2K | 0.07% | +5+0.1% | Added |
| Formidable Asset Management, LLC | 6,333 | $507.4K | 0.08% | +1,399+28.4% | Added |
| Western Pacific Wealth Management, LP | 6,050 | $507.1K | 0.49% | 00.0% | Unchanged |
| MBL Wealth, LLC | 6,040 | $506.3K | 0.04% | +160+2.7% | Added |
| Richard W. Paul & Associates, LLC | 6,039 | $506.2K | 0.17% | −317−5.0% | Reduced |
| Spartan Planning & Wealth Management | 6,031 | $505.5K | 0.39% | −929−13.3% | Reduced |
| First National Bank of Hutchinson | 6,029 | $505.4K | 0.27% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,025 | $505.0K | 0.34% | −23−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 6,025 | $505.0K | 0.06% | +971+19.2% | Added |
| Annex Advisory Services, LLC | 6,023 | $504.8K | 0.01% | +15+0.2% | Added |
| Brady Martz Wealth Solutions, LLC | 6,016 | $504.2K | 0.09% | +20.0% | Added |
| Stokes Family Office, LLC | 6,013 | $504.0K | 0.05% | −51−0.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 6,075 | $503.3K | 0.19% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 5,991 | $502.0K | 0.21% | +318+5.6% | Added |
| Narus Financial Partners, LLC | 5,987 | $501.9K | 0.14% | +667+12.5% | Added |
| Visionary Wealth Advisors | 5,975 | $500.8K | 0.02% | −3,356−36.0% | Reduced |
| Hidden Cove Wealth Management, LLC | 5,948 | $498.6K | 0.33% | +119+2.0% | Added |
| First Citizens Financial Corp | 5,945 | $498.3K | 0.25% | −6−0.1% | Reduced |
| APCM Wealth Management for Individuals | 5,914 | $495.7K | 0.06% | −205−3.4% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $494.5K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,890 | $493.7K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,888 | $493.5K | 0.06% | +158+2.8% | Added |
| Searle & Co. | 5,887 | $493.4K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,869 | $491.9K | 0.12% | −76−1.3% | Reduced |
| G2 Capital Management, LLC | 5,862 | $491.4K | 0.12% | +210+3.7% | Added |
| Cascade Financial Partners, LLC | 5,851 | $490.4K | 0.06% | +100+1.7% | Added |
| Peak Planning Group, LLC | 5,829 | $488.6K | 0.25% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 5,825 | $488.2K | 0.11% | +958+19.7% | Added |
| Stiles Financial Services Inc | 5,821 | $487.9K | 0.15% | −144−2.4% | Reduced |
| AdvisorShares Investments LLC | 5,800 | $486.2K | 0.08% | +5,800 | New |
| Whalen Wealth Management Inc. | 5,799 | $486.1K | 0.28% | +5,799 | New |
| Campion Asset Management LLC | 5,797 | $485.9K | 0.34% | −200−3.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,737 | $485.6K | 0.06% | +469+8.9% | Added |
| Morris Financial Concepts, Inc. | 5,780 | $484.5K | 0.18% | −365−5.9% | Reduced |
| Indiana Trust & Investment Management CO | 5,780 | $484.5K | 0.15% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,775 | $484.1K | 0.24% | −315−5.2% | Reduced |
| Petros Family Wealth, LLC | 5,758 | $482.6K | 0.40% | +4+0.1% | Added |
| Edgestream Partners, L.P. | 5,753 | $482.2K | 0.01% | −83,233−93.5% | Reduced |
| GK Wealth Management LLC | 5,746 | $481.6K | 0.36% | +551+10.6% | Added |
| Denver Wealth Management, Inc. | 5,730 | $480.3K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,729 | $480.2K | 0.02% | +791+16.0% | Added |
| Mezzasalma Advisors, LLC | 5,728 | $480.1K | 0.12% | −20.0% | Reduced |
| Titleist Asset Management, LLC | 5,718 | $479.3K | 0.04% | −198−3.3% | Reduced |
| Arrow Financial Corp | 5,714 | $478.9K | 0.05% | −73−1.3% | Reduced |
| Keebeck Wealth Management, LLC | 5,714 | $478.9K | 0.06% | +530+10.2% | Added |
| Traveka Wealth, LLC | 5,702 | $477.9K | 0.21% | +33+0.6% | Added |
| Nichols & Pratt Advisers LLP | 5,700 | $477.8K | 0.03% | 00.0% | Unchanged |
| Security National Bank of So Dak | 5,699 | $477.7K | 0.24% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,695 | $477.3K | 0.04% | +175+3.2% | Added |
| Inscription Capital, LLC | 5,691 | $477.0K | 0.05% | +407+7.7% | Added |
| Allegheny Financial Group LTD | 5,678 | $475.9K | 0.09% | −302−5.1% | Reduced |
| Univest Financial Corp | 5,674 | $475.6K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 5,659 | $474.3K | 0.11% | +2,504+79.4% | Added |
| Thompson Investment Management, Inc. | 5,647 | $473.4K | 0.06% | −1,030−15.4% | Reduced |
| Capital Group Private Client Services, Inc. | 5,633 | $472.2K | 0.01% | −12,660−69.2% | Reduced |
| Avion Wealth | 5,642 | $472.0K | 0.10% | −6,769−54.5% | Reduced |
| Bradyco, Inc. | 5,630 | $471.9K | 0.54% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,626 | $471.6K | 0.03% | +1,214+27.5% | Added |
| UMA Financial Services, Inc. | 5,618 | $470.9K | 0.07% | −1,685−23.1% | Reduced |
| Charter Capital Management, LLC | 5,618 | $470.9K | 0.25% | +147+2.7% | Added |
| Inspire Advisors, LLC | 5,603 | $469.6K | 0.04% | +3+0.1% | Added |
| Steinberganna Wealth Management | 5,570 | $466.9K | 0.22% | +5,570 | New |
| Wedge Capital Management L L P | 5,568 | $466.7K | 0.01% | −471,319−98.8% | Reduced |
| Pittenger & Anderson Inc | 5,557 | $465.8K | 0.02% | +4,522+436.9% | Added |
| First Command Advisory Services, Inc. | 5,550 | $465.2K | 0.00% | −24−0.4% | Reduced |
| Icapital Wealth LLC | 5,530 | $463.5K | 0.25% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,528 | $463.4K | 0.06% | −432−7.2% | Reduced |
| Clear Street Markets LLC | 5,522 | $462.9K | 0.15% | +3,332+152.1% | Added |
| Genesis Private Wealth, LLC | 5,515 | $462.3K | 0.19% | +800+17.0% | Added |
| Arbor Investment Advisors, LLC | 5,507 | $461.6K | 0.06% | +5,507 | New |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $461.3K | 0.09% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,492 | $460.3K | 0.06% | −8,420−60.5% | Reduced |