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; 2,883 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, Q4 2025
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 2,910
- +297 vs. Q3 2025
- Shares held
- 2.40B
- +16.9M (+0.7%) vs. Q3 2025
- Total value
- $223.9B
- +$23.9B (+11.9%) vs. Q3 2025
- New holders
- 408
- 1,111 more added
- Sold out
- 111
- 995 more reduced
50 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 4,468 | $416.4K | 0.08% | +3+0.1% | Added |
| LeConte Wealth Management, LLC | 4,471 | $416.7K | 0.27% | +348+8.4% | Added |
| AA Financial Advisors, LLC | 4,480 | $417.5K | 0.08% | −393−8.1% | Reduced |
| Bernardo Wealth Planning LLC | 4,491 | $418.5K | 0.08% | +291+6.9% | Added |
| Saxon Interests, Inc. | 4,506 | $420.0K | 0.15% | +321+7.7% | Added |
| Range Advisory, LLC | 4,509 | $420.2K | 0.11% | +4,509 | New |
| Sunpointe, LLC | 4,514 | $420.7K | 0.14% | +348+8.4% | Added |
| Private Wealth Group, LLC | 4,514 | $420.7K | 0.20% | +108+2.5% | Added |
| Sonata Capital Group Inc | 4,515 | $420.8K | 0.15% | +1,000+28.4% | Added |
| GW&K Investment Management, LLC | 4,522 | $421.0K | 0.00% | +22+0.5% | Added |
| Beacon Financial Advisory LLC | 4,522 | $421.4K | 0.10% | −20−0.4% | Reduced |
| O'Rourke & Company, Inc | 4,537 | $422.9K | 0.16% | −198−4.2% | Reduced |
| STAR Financial Bank | 4,539 | $423.0K | 0.22% | −1,910−29.6% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $425.0K | 0.25% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 4,567 | $425.6K | 0.25% | +365+8.7% | Added |
| CMG Global Holdings, LLC | 4,570 | $425.6K | 0.19% | +1,251+37.7% | Added |
| Wealth Alliance Advisory Group, LLC | 4,571 | $426.0K | 0.07% | +15+0.3% | Added |
| Copley Financial Group, Inc. | 4,577 | $426.6K | 0.26% | −61−1.3% | Reduced |
| Integrated Quantitative Investments LLC | 4,581 | $426.9K | 0.09% | +4,581 | New |
| Meadow Creek Wealth Advisors LLC | 4,583 | $427.1K | 0.27% | +980+27.2% | Added |
| Prairiewood Capital, LLC | 4,593 | $428.1K | 0.13% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,600 | $428.7K | 0.06% | +47+1.0% | Added |
| Ballast, Inc. | 4,601 | $428.8K | 0.10% | +306+7.1% | Added |
| High Net Worth Advisory Group LLC | 4,620 | $430.6K | 0.10% | −143−3.0% | Reduced |
| Talisman Wealth Advisors LLC | 4,630 | $431.5K | 0.34% | −177−3.7% | Reduced |
| Diesslin Group, Inc. | 4,632 | $431.7K | 0.17% | +4,632 | New |
| One Wealth Capital Management, LLC | 4,646 | $433.0K | 0.18% | +426+10.1% | Added |
| Bruce G. Allen Investments, LLC | 4,666 | $434.9K | 0.29% | −332−6.6% | Reduced |
| Warwick Investment Management, Inc. | 4,670 | $435.2K | 0.07% | −298−6.0% | Reduced |
| Cardinal Point Capital Management, ULC | 4,675 | $435.7K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,694 | $437.5K | 0.00% | +253+5.7% | Added |
| Gratus Wealth Advisors, LLC | 4,695 | $437.6K | 0.06% | +2,003+74.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,696 | $437.7K | 0.19% | −224−4.6% | Reduced |
| Founders Capital Management | 4,697 | $437.7K | 0.23% | 00.0% | Unchanged |
| Fosun International Ltd | 4,698 | $437.9K | 0.10% | +4,698 | New |
| Destination Wealth Management | 4,711 | $439.1K | 0.01% | −193−3.9% | Reduced |
| Kerr Financial Planning Corp | 4,782 | $439.7K | 0.60% | +19+0.4% | Added |
| Martingale Asset Management L P | 4,721 | $440.0K | 0.01% | +4,721 | New |
| Plante Moran Financial Advisors, LLC | 4,721 | $440.0K | 0.03% | −295−5.9% | Reduced |
| Alternative Investment Advisors, LLC. | 4,723 | $440.3K | 0.19% | +50+1.1% | Added |
| HFG Advisors, Inc. | 4,729 | $440.7K | 0.32% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,734 | $441.3K | 0.11% | −2,917−38.1% | Reduced |
| Atlas Legacy Advisors, LLC | 4,820 | $442.1K | 0.08% | +189+4.1% | Added |
| Golden State Wealth Management, LLC | 4,746 | $442.4K | 0.05% | −154−3.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,753 | $443.0K | 0.01% | +844+21.6% | Added |
| Roberts Wealth Advisors, LLC | 4,756 | $443.3K | 0.12% | +4,756 | New |
| Stonebrook Private Inc. | 4,767 | $444.3K | 0.09% | +256+5.7% | Added |
| Strategy Asset Managers LLC | 4,790 | $446.4K | 0.07% | +418+9.6% | Added |
| Revolve Wealth Partners, LLC | 4,793 | $446.7K | 0.05% | +71+1.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $447.4K | 0.22% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,800 | $447.4K | 0.01% | +2,105+78.1% | Added |
| Black Diamond Financial, LLC | 4,804 | $447.7K | 0.05% | −27−0.6% | Reduced |
| GFS Advisors, LLC | 4,812 | $448.5K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,978 | $450.4K | 0.07% | +579+13.2% | Added |
| tru Independence LLC | 4,851 | $450.7K | 0.11% | +801+19.8% | Added |
| Heck Capital Advisors, LLC | 4,839 | $451.0K | 0.03% | +4,839 | New |
| Jacksonville Wealth Management, LLC | 4,850 | $452.0K | 0.32% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,884 | $455.2K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,885 | $455.3K | 0.16% | −72−1.5% | Reduced |
| Brewster Financial Planning LLC | 4,893 | $456.1K | 0.28% | +22+0.5% | Added |
| Walker Asset Management, LLC | 4,894 | $456.1K | 0.25% | −137−2.7% | Reduced |
| Buckhead Capital Management LLC | 4,895 | $456.2K | 0.16% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 4,900 | $456.7K | 0.02% | +20.0% | Added |
| True Vision MN LLC | 4,903 | $457.0K | 0.23% | +342+7.5% | Added |
| Millennium Capital Advisors, LLC | 4,910 | $457.6K | 0.27% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 4,915 | $457.8K | 0.11% | −97−1.9% | Reduced |
| Successful Portfolios LLC | 4,779 | $458.5K | 0.23% | +61+1.3% | Added |
| Kesler, Norman & Wride, LLC | 4,923 | $458.8K | 0.08% | −641−11.5% | Reduced |
| Chapin Davis, Inc. | 4,924 | $458.9K | 0.11% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,926 | $459.1K | 0.16% | −22−0.4% | Reduced |
| Tillman Hartley LLC | 4,930 | $459.5K | 0.12% | +783+18.9% | Added |
| Maripau Wealth Management LLC | 4,935 | $459.9K | 0.21% | +3+0.1% | Added |
| Founders Financial Alliance, LLC | 4,943 | $460.7K | 0.09% | −1,577−24.2% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,944 | $460.8K | 0.06% | +4,944 | New |
| WoodTrust Financial Corp | 4,947 | $461.0K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,950 | $461.3K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 4,985 | $464.6K | 0.40% | +1,999+66.9% | Added |
| Arrow Financial Corp | 4,989 | $465.0K | 0.05% | −725−12.7% | Reduced |
| Puzo Michael J | 5,000 | $466.0K | 0.13% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $466.7K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,018 | $467.7K | 0.16% | +4+0.1% | Added |
| Quantum Financial Advisors, LLC | 5,023 | $468.2K | 0.05% | +29+0.6% | Added |
| FSM Wealth Advisors, LLC | 5,024 | $468.3K | 0.06% | +402+8.7% | Added |
| Summit Wealth Group LLC | 5,026 | $468.4K | 0.06% | −30,237−85.7% | Reduced |
| Check Capital Management Inc | 5,038 | $469.5K | 0.03% | +625+14.2% | Added |
| Lakeridge Wealth Management LLC | 5,052 | $470.8K | 0.21% | −1,230−19.6% | Reduced |
| Planned Solutions, Inc. | 5,058 | $471.4K | 0.15% | +600+13.5% | Added |
| Fortem Financial Group, LLC | 5,063 | $471.8K | 0.13% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,070 | $472.5K | 0.20% | −95−1.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $473.4K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,080 | $473.5K | 1.22% | +2,235+78.6% | Added |
| Quarry LP | 5,104 | $475.7K | 0.08% | +4,902+2,426.7% | Added |
| Willner & Heller, LLC | 5,105 | $475.8K | 0.34% | +27+0.5% | Added |
| Eagle Harbor Asset Management Inc | 5,121 | $477.3K | 0.40% | +10.0% | Added |
| OneAscent Investment Solutions LLC | 5,122 | $477.4K | 0.51% | 00.0% | Unchanged |
| First Financial Corp | 5,125 | $477.6K | 0.18% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 5,125 | $477.6K | 0.22% | +37+0.7% | Added |
| Brown Financial Advisors | 5,128 | $477.9K | 0.17% | −113−2.2% | Reduced |
| Marino, Stram & Associates LLC | 5,129 | $478.0K | 0.09% | +10.0% | Added |
| Advanced Portfolio Management, LLC | 5,130 | $478.1K | 1.46% | +84+1.7% | Added |