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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 5,980 | $557.1K | 0.04% | +1,744+41.2% | Added |
| Silvia McColl Wealth Management, LLC | 5,985 | $557.8K | 0.37% | −40−0.7% | Reduced |
| Acropolis Investment Management, LLC | 5,985 | $557.8K | 0.03% | +550+10.1% | Added |
| Nwam LLC | 6,295 | $558.1K | 0.03% | −518−7.6% | Reduced |
| Ategra Capital Management, LLC | 6,000 | $559.2K | 0.32% | +6,000 | New |
| Gradient Capital Advisors, LLC | 6,016 | $560.7K | 0.14% | +1,245+26.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,023 | $561.3K | 0.03% | +919+18.0% | Added |
| Narus Financial Partners, LLC | 6,028 | $561.8K | 0.15% | +41+0.7% | Added |
| First National Bank of Hutchinson | 6,029 | $561.9K | 0.33% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 6,030 | $562.0K | 0.08% | −1,450−19.4% | Reduced |
| Steinberganna Wealth Management | 6,035 | $562.5K | 0.26% | +465+8.3% | Added |
| Western Pacific Wealth Management, LP | 6,050 | $563.8K | 0.55% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,054 | $564.2K | 0.06% | −156−2.5% | Reduced |
| PFC Capital Group, Inc. | 6,071 | $565.0K | 0.23% | +80+1.3% | Added |
| Investment Research Partners LLC | 6,066 | $565.4K | 0.24% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,078 | $566.4K | 0.08% | +30.0% | Added |
| Zullo Investment Group, Inc. | 6,080 | $566.8K | 0.21% | −260−4.1% | Reduced |
| Baldwin Brothers Inc | 6,100 | $568.5K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 6,116 | $570.0K | 0.20% | +14+0.2% | Added |
| Wayfinding Financial, LLC | 6,120 | $570.0K | 0.24% | −197−3.1% | Reduced |
| EFG International AG | 6,116 | $570.0K | 0.01% | +6,116 | New |
| Naples Global Advisors, LLC | 6,118 | $570.2K | 0.04% | −801−11.6% | Reduced |
| Cardiff Park Advisors, LLC | 6,137 | $571.9K | 0.05% | +15+0.2% | Added |
| Legacy Advisors, LLC | 6,144 | $572.6K | 0.06% | +784+14.6% | Added |
| CoreCap Advisors, LLC | 6,149 | $573.1K | 0.02% | +420+7.3% | Added |
| First National Bank & Trust Co of Newtown | 6,159 | $574.0K | 0.11% | 00.0% | Unchanged |
| Sentinus, LLC | 6,171 | $575.2K | 0.06% | +1,344+27.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 6,173 | $575.4K | 0.14% | +2,811+83.6% | Added |
| Basecamp Wealth Advisors LLC | 6,176 | $575.6K | 0.12% | +6,176 | New |
| Kelsey Financial, LLC | 6,182 | $576.2K | 0.49% | +6,182 | New |
| Boyd Watterson Asset Management LLC | 6,193 | $577.2K | 0.17% | +109+1.8% | Added |
| TFR Capital, LLC. | 6,194 | $577.3K | 0.19% | −62−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 6,201 | $578.0K | 0.03% | −327−5.0% | Reduced |
| Novem Group | 6,207 | $578.5K | 0.07% | +15+0.2% | Added |
| ASL Financial, LLC | 6,219 | $579.6K | 0.46% | +6,219 | New |
| Hidden Cove Wealth Management, LLC | 6,231 | $580.7K | 0.38% | +283+4.8% | Added |
| Atlas Brown,Inc. | 6,235 | $581.1K | 0.17% | +6+0.1% | Added |
| Jacobsen Capital Management | 6,236 | $581.2K | 0.19% | −62−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 6,250 | $582.5K | 0.01% | 00.0% | Unchanged |
| Iowa State Bank | 6,282 | $585.5K | 0.11% | −50−0.8% | Reduced |
| Front Row Advisors LLC | 6,293 | $586.5K | 0.20% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 6,300 | $587.2K | 0.03% | +674+12.0% | Added |
| Beta Wealth Group, Inc. | 6,303 | $587.5K | 0.24% | +10.0% | Added |
| Schulhoff & Co Inc | 6,309 | $588.0K | 0.25% | +20.0% | Added |
| Algert Global LLC | 6,324 | $589.4K | 0.01% | +1,603+34.0% | Added |
| Fortress Financial Group, LLC | 6,325 | $589.5K | 0.44% | +16+0.3% | Added |
| Grant Private Wealth Management Inc | 6,330 | $590.0K | 0.36% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6,345 | $591.4K | 0.03% | −1,634−20.5% | Reduced |
| Red Door Wealth Management, LLC | 6,352 | $592.0K | 0.06% | −10−0.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 6,358 | $592.6K | 0.11% | +1,502+30.9% | Added |
| Simmons Bank | 6,359 | $592.7K | 0.04% | +116+1.9% | Added |
| Wealth Preservation Advisors, LLC | 6,380 | $594.6K | 0.30% | +5+0.1% | Added |
| Heartland Bank & Trust Co | 6,400 | $596.5K | 0.25% | −53−0.8% | Reduced |
| Hartford Financial Management Inc. | 6,400 | $596.5K | 0.15% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,415 | $597.9K | 0.27% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,417 | $598.1K | 0.24% | +188+3.0% | Added |
| Titleist Asset Management, LLC | 6,420 | $598.3K | 0.05% | +702+12.3% | Added |
| CVA Family Office, LLC | 6,425 | $598.8K | 0.07% | −19−0.3% | Reduced |
| Capital Advisors Inc | 6,431 | $599.4K | 0.01% | +1,179+22.4% | Added |
| Spartan Planning & Wealth Management | 6,434 | $599.6K | 0.44% | +403+6.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 6,448 | $601.0K | 0.14% | +6,448 | New |
| Alpha Advisors, LLC | 6,462 | $602.2K | 0.46% | +276+4.5% | Added |
| M3 Advisory Group, LLC | 6,462 | $602.3K | 0.37% | +91+1.4% | Added |
| Novare Capital Management LLC | 6,474 | $603.4K | 0.05% | +294+4.8% | Added |
| Tucker Asset Management LLC | 6,479 | $603.8K | 0.18% | −544−7.7% | Reduced |
| Axis Wealth Partners, LLC | 6,513 | $607.0K | 0.34% | −126−1.9% | Reduced |
| Sound Income Strategies, LLC | 6,913 | $611.0K | 0.03% | −395−5.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,563 | $611.7K | 0.38% | +193+3.0% | Added |
| Petros Family Wealth, LLC | 6,576 | $612.9K | 0.41% | +818+14.2% | Added |
| Silver Oak Advisory Group, Inc. | 6,584 | $613.0K | 0.28% | −420−6.0% | Reduced |
| WealthTrust Axiom LLC | 6,613 | $616.3K | 0.16% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,614 | $616.4K | 0.03% | −619−8.6% | Reduced |
| Piscataqua Savings Bank | 6,619 | $616.9K | 0.43% | −65−1.0% | Reduced |
| Citizens Business Bank | 6,625 | $617.5K | 0.10% | −25−0.4% | Reduced |
| Fortitude Family Office, LLC | 6,625 | $617.5K | 0.14% | +5+0.1% | Added |
| Oxford Financial Group Ltd | 6,668 | $621.4K | 0.03% | −1,035−13.4% | Reduced |
| Weil Company, Inc. | 6,673 | $621.9K | 0.14% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 6,674 | $622.0K | 0.11% | +202+3.1% | Added |
| Lynch & Associates | 6,713 | $625.7K | 0.12% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 6,717 | $626.0K | 0.17% | +2,569+61.9% | Added |
| Washington Trust Advisors, Inc. | 6,723 | $626.6K | 0.05% | +1,636+32.2% | Added |
| Traphagen Investment Advisors LLC | 6,736 | $627.8K | 0.05% | +390+6.1% | Added |
| Inspire Advisors, LLC | 6,736 | $627.8K | 0.06% | +1,133+20.2% | Added |
| Drexel Morgan & Co. | 6,747 | $628.8K | 0.10% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 6,753 | $629.0K | 0.28% | +472+7.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 6,750 | $629.1K | 0.15% | −1,900−22.0% | Reduced |
| Stockman Wealth Management, Inc. | 6,753 | $629.4K | 0.07% | +1,571+30.3% | Added |
| Salomon & Ludwin, LLC | 6,551 | $631.4K | 0.06% | −54−0.8% | Reduced |
| Canopy Partners, LLC | 6,780 | $631.9K | 0.21% | +126+1.9% | Added |
| Integral Investment Advisors, Inc. | 6,782 | $632.0K | 0.16% | +2,244+49.4% | Added |
| Wallace Advisory Group, LLC | 6,783 | $632.2K | 0.66% | −3,490−34.0% | Reduced |
| Dorato Capital Management | 7,085 | $632.3K | 0.47% | +7,085 | New |
| New Hampshire Trust | 6,785 | $632.4K | 0.12% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 6,687 | $632.6K | 0.31% | +64+1.0% | Added |
| Whalerock Point Partners, LLC | 6,789 | $632.7K | 0.12% | −904−11.8% | Reduced |
| Occidental Asset Management, LLC | 6,796 | $633.4K | 0.08% | +570+9.2% | Added |
| Summa Corp. | 6,835 | $637.0K | 0.27% | +6+0.1% | Added |
| Virtue Capital Management, LLC | 6,727 | $640.4K | 0.10% | −16,794−71.4% | Reduced |
| Fairview Capital Investment Management, LLC | 6,886 | $641.8K | 0.03% | −44−0.6% | Reduced |
| Peak Retirement Planning, Inc. | 6,895 | $642.6K | 0.15% | −295−4.1% | Reduced |