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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 5,477 | $459.1K | 0.09% | +5,477 | New |
| Encompass More Asset Management | 5,464 | $458.0K | 0.09% | −12−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 5,460 | $457.7K | 0.05% | +498+10.0% | Added |
| Parsons Capital Management Inc | 5,454 | $457.2K | 0.03% | +100+1.9% | Added |
| Ewa, LLC | 5,450 | $456.8K | 0.13% | +375+7.4% | Added |
| Mirador Capital Partners LP | 5,436 | $455.6K | 0.06% | +65+1.2% | Added |
| Detalus Advisors, LLC | 5,435 | $455.6K | 0.12% | 00.0% | Unchanged |
| Fruth Investment Management | 5,418 | $454.0K | 0.12% | −500−8.4% | Reduced |
| Evernest Financial Advisors, LLC | 5,415 | $453.9K | 0.13% | −232−4.1% | Reduced |
| Sym Financial Corp | 5,374 | $450.4K | 0.05% | +102+1.9% | Added |
| Legacy Advisors, LLC | 5,360 | $449.3K | 0.06% | +5,360 | New |
| Arcataur Capital Management LLC | 5,346 | $448.1K | 0.13% | −113−2.1% | Reduced |
| Community Trust & Investment Co | 5,332 | $446.9K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,310 | $445.1K | 0.18% | −104−1.9% | Reduced |
| KWB Wealth | 5,553 | $444.9K | 0.05% | +12+0.2% | Added |
| Constitution Capital LLC | 5,300 | $444.2K | 0.21% | 00.0% | Unchanged |
| Colonial Trust Co | 5,300 | $444.2K | 0.06% | −727−12.1% | Reduced |
| Intrust Bank NA | 5,288 | $443.3K | 0.04% | −14−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,300 | $443.0K | 0.00% | +1,900+55.9% | Added |
| Capital Advisors Inc | 5,252 | $440.2K | 0.01% | −1,440−21.5% | Reduced |
| VSM Wealth Advisory, LLC | 5,250 | $440.1K | 0.14% | 00.0% | Unchanged |
| Brown Financial Advisors | 5,241 | $439.3K | 0.16% | +5,241 | New |
| Matrix Private Capital Group LLC | 5,209 | $436.6K | 0.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,435 | $435.5K | 0.02% | +5,435 | New |
| Ayrshire Capital Management LLC | 5,193 | $435.3K | 0.20% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 5,182 | $434.4K | 0.05% | −750−12.6% | Reduced |
| Smith, Moore & Co. | 5,165 | $432.9K | 0.03% | −381−6.9% | Reduced |
| Raelipskie Partnership | 5,165 | $432.9K | 0.19% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,165 | $432.9K | 0.11% | +24+0.5% | Added |
| Sonora Investment Management Group, LLC | 5,163 | $432.8K | 0.03% | −553−9.7% | Reduced |
| Byrne Financial Freedom, LLC | 5,160 | $432.6K | 0.22% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,154 | $432.0K | 0.01% | +1,965+61.6% | Added |
| Vicus Capital | 5,153 | $431.9K | 0.03% | +1,265+32.5% | Added |
| Sierra Summit Advisors LLC | 5,148 | $431.5K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,128 | $429.9K | 0.08% | −70−1.3% | Reduced |
| First Financial Corp | 5,125 | $429.6K | 0.17% | −130−2.5% | Reduced |
| OneAscent Investment Solutions LLC | 5,122 | $429.3K | 0.46% | −13−0.3% | Reduced |
| Eagle Harbor Asset Management Inc | 5,120 | $429.2K | 0.37% | −37−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,104 | $427.8K | 0.03% | +1,801+54.5% | Added |
| QVR LLC | 5,103 | $427.7K | 0.52% | +5,103 | New |
| Burt Wealth Advisors | 5,101 | $427.6K | 0.10% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,100 | $427.5K | 0.17% | −1,065−17.3% | Reduced |
| Advanced Portfolio Management, LLC | 5,046 | $427.1K | 1.11% | −17,500−77.6% | Reduced |
| Cascades Capital Asset Management, LLC | 5,093 | $426.9K | 0.19% | +2,300+82.3% | Added |
| Asset Dedication, LLC | 5,093 | $426.9K | 0.03% | −4,038−44.2% | Reduced |
| Seamount Financial Group Inc | 5,088 | $426.5K | 0.20% | +5,088 | New |
| Washington Trust Advisors, Inc. | 5,087 | $426.4K | 0.03% | −147−2.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $425.7K | 0.02% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,078 | $425.6K | 0.33% | +28+0.6% | Added |
| Fortem Financial Group, LLC | 5,063 | $424.3K | 0.12% | +4+0.1% | Added |
| Walker Asset Management, LLC | 5,031 | $421.7K | 0.24% | +25+0.5% | Added |
| Wellspring Financial Advisors, LLC | 5,029 | $421.5K | 0.04% | −171−3.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,016 | $420.4K | 0.03% | +139+2.9% | Added |
| Wealth Management Associates, Inc. | 5,014 | $420.3K | 0.15% | −518−9.4% | Reduced |
| Duncan Williams Asset Management, LLC | 5,012 | $420.1K | 0.12% | −376−7.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,000 | $419.1K | 0.70% | −4,280−46.1% | Reduced |
| Puzo Michael J | 5,000 | $419.1K | 0.11% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $419.1K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,998 | $418.9K | 0.30% | +358+7.7% | Added |
| Sand Hill Global Advisors, LLC | 4,997 | $418.8K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,994 | $418.6K | 0.05% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 4,968 | $416.4K | 0.07% | +547+12.4% | Added |
| New Wave Wealth Advisors LLC | 4,966 | $416.2K | 0.16% | +248+5.3% | Added |
| Samalin Investment Counsel, LLC | 4,957 | $415.5K | 0.14% | +333+7.2% | Added |
| WoodTrust Financial Corp | 4,947 | $415.0K | 0.05% | −219−4.2% | Reduced |
| Focused Wealth Management, Inc | 4,950 | $414.9K | 0.04% | +2,334+89.2% | Added |
| Howard Capital Management Group, LLC | 4,950 | $414.9K | 0.03% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,948 | $414.7K | 0.14% | −262−5.0% | Reduced |
| Maripau Wealth Management LLC | 4,932 | $413.4K | 0.21% | −56−1.1% | Reduced |
| First Foundation Advisors | 4,927 | $413.0K | 0.02% | +924+23.1% | Added |
| Chapin Davis, Inc. | 4,924 | $412.7K | 0.10% | +10.0% | Added |
| Caldwell Sutter Capital, Inc. | 4,920 | $412.4K | 0.18% | +551+12.6% | Added |
| Cookson Peirce & Co Inc | 4,916 | $412.1K | 0.02% | +2,062+72.2% | Added |
| Millennium Capital Advisors, LLC | 4,910 | $411.6K | 0.25% | −400−7.5% | Reduced |
| Destination Wealth Management | 4,904 | $411.1K | 0.01% | +613+14.3% | Added |
| Golden State Wealth Management, LLC | 4,900 | $410.7K | 0.05% | −95−1.9% | Reduced |
| 49 Wealth Management, LLC | 4,899 | $410.7K | 0.04% | −3−0.1% | Reduced |
| Klingenstein Fields & Co LP | 4,898 | $410.5K | 0.02% | −20−0.4% | Reduced |
| Buckhead Capital Management LLC | 4,895 | $410.3K | 0.15% | +231+5.0% | Added |
| Harvest Investment Services, LLC | 4,880 | $409.0K | 0.08% | +4+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 4,879 | $408.9K | 0.02% | +113+2.4% | Added |
| AA Financial Advisors, LLC | 4,873 | $408.5K | 0.08% | −25−0.5% | Reduced |
| BTG Pactual Asset Management US LLC | 4,872 | $408.4K | 0.05% | +4,872 | New |
| Brewster Financial Planning LLC | 4,871 | $408.3K | 0.26% | +23+0.5% | Added |
| MinichMacGregor Wealth Management, LLC | 4,856 | $407.0K | 0.08% | +11+0.2% | Added |
| Jacksonville Wealth Management, LLC | 4,850 | $406.5K | 0.30% | 00.0% | Unchanged |
| Sachetta, LLC | 4,845 | $406.1K | 0.15% | −54−1.1% | Reduced |
| Black Diamond Financial, LLC | 4,831 | $404.9K | 0.05% | +2,109+77.5% | Added |
| KFG Wealth Management, LLC | 4,831 | $404.9K | 0.06% | +708+17.2% | Added |
| Sentinus, LLC | 4,827 | $404.6K | 0.09% | −189−3.8% | Reduced |
| First Western Trust Bank | 4,826 | $404.5K | 0.02% | +204+4.4% | Added |
| GFS Advisors, LLC | 4,812 | $403.3K | 0.05% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 4,763 | $403.0K | 0.57% | +4,763 | New |
| Talisman Wealth Advisors LLC | 4,807 | $402.9K | 0.33% | +32+0.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $402.3K | 0.21% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,796 | $402.0K | 0.03% | −393−7.6% | Reduced |
| Gradient Capital Advisors, LLC | 4,771 | $399.9K | 0.11% | +51+1.1% | Added |
| High Net Worth Advisory Group LLC | 4,763 | $399.3K | 0.10% | +63+1.3% | Added |
| Oak Hill Wealth Advisors, LLC | 4,763 | $399.2K | 0.07% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,757 | $398.7K | 0.07% | 00.0% | Unchanged |