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, 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 | 2,882 | $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, 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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 7,808 | $727.7K | 0.04% | +2,982+61.8% | Added |
| Claro Advisors LLC | 7,810 | $727.9K | 0.10% | +183+2.4% | Added |
| Van Cleef Asset Management,Inc | 7,818 | $728.6K | 0.07% | +10.0% | Added |
| Cassaday & Co Wealth Management LLC | 7,830 | $729.8K | 0.02% | −48−0.6% | Reduced |
| Equitable Trust Co | 7,846 | $731.2K | 0.03% | 00.0% | Unchanged |
| Atala Financial Inc | 7,853 | $731.9K | 0.47% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,857 | $732.3K | 0.06% | +673+9.4% | Added |
| Atom Investors LP | 7,901 | $736.4K | 0.06% | +748+10.5% | Added |
| Heritage Investment Group, Inc. | 7,909 | $737.1K | 0.11% | +789+11.1% | Added |
| Granite Islands Private Wealth, LLC | 8,004 | $741.9K | 0.68% | +8,004 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,964 | $742.3K | 0.01% | −2,185−21.5% | Reduced |
| Contravisory Investment Management, Inc. | 7,971 | $742.9K | 0.15% | +7,785+4,185.5% | Added |
| Brookwood Investment Group LLC | 7,973 | $743.1K | 0.09% | +7,973 | New |
| Advisor OS, LLC | 7,976 | $743.4K | 0.06% | −268−3.3% | Reduced |
| Inscription Capital, LLC | 7,982 | $743.9K | 0.08% | +2,291+40.3% | Added |
| Parkside Investments, LLC | 8,000 | $745.6K | 0.09% | −2,000−20.0% | Reduced |
| Plan A Wealth LLC | 8,011 | $746.6K | 0.37% | −217−2.6% | Reduced |
| West Michigan Advisors, LLC | 8,035 | $748.9K | 0.17% | −180−2.2% | Reduced |
| Old West Investment Management, LLC | 8,037 | $749.0K | 0.13% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 8,053 | $750.5K | 0.12% | +653+8.8% | Added |
| Icon Wealth Advisors, LLC | 8,093 | $754.3K | 0.05% | +77+1.0% | Added |
| Alliance Wealth Advisors, LLC | 8,100 | $754.9K | 0.16% | −1,652−16.9% | Reduced |
| Hardy Reed LLC | 8,112 | $756.0K | 0.05% | +2,417+42.4% | Added |
| KG&L Capital Management,LLC | 10,549 | $756.3K | 0.20% | +502+5.0% | Added |
| Fermata Advisors, LLC | 8,117 | $756.5K | 0.18% | +854+11.8% | Added |
| RKL Wealth Management LLC | 8,126 | $757.3K | 0.06% | +148+1.9% | Added |
| Peak Planning Group, LLC | 8,126 | $757.4K | 0.21% | +2,297+39.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,139 | $758.6K | 0.04% | +3,580+78.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,140 | $758.6K | 0.06% | +8,140 | New |
| Coastal Bridge Advisors, LLC | 8,158 | $760.3K | 0.06% | −30.0% | Reduced |
| RD Lewis Holdings, Inc. | 8,255 | $762.0K | 0.65% | +1,862+29.1% | Added |
| Kagan Cocozza Asset Management | 8,208 | $765.0K | 0.54% | −72−0.9% | Reduced |
| Legacy Financial Group LLC | 8,219 | $765.5K | 0.09% | −193−2.3% | Reduced |
| Van Diest Capital, LLC | 8,225 | $766.6K | 1.14% | +8,225 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $768.9K | 0.19% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 8,252 | $769.1K | 0.28% | −88−1.1% | Reduced |
| Austin Private Wealth, LLC | 8,253 | $769.2K | 0.06% | −352−4.1% | Reduced |
| Wealth Architects, LLC | 8,255 | $769.3K | 0.07% | +249+3.1% | Added |
| Sunflower Bank, N.A. | 8,270 | $770.8K | 0.19% | +126+1.5% | Added |
| Eagle Global Advisors LLC | 8,278 | $771.5K | 0.03% | −140−1.7% | Reduced |
| Stonebridge Financial Group, LLC | 8,321 | $775.5K | 0.67% | +8,321 | New |
| BancorpSouth Bank | 8,334 | $776.7K | 0.05% | +641+8.3% | Added |
| China Universal Asset Management Co., Ltd. | 8,352 | $778.4K | 0.06% | +137+1.7% | Added |
| Cutler Investment Counsel LLC | 8,359 | $779.1K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,359 | $779.1K | 0.07% | −111−1.3% | Reduced |
| Sentry Investment Management LLC | 8,367 | $780.0K | 0.51% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 8,385 | $781.5K | 0.05% | +335+4.2% | Added |
| Advisors Management Group Inc | 8,405 | $783.0K | 0.14% | −18−0.2% | Reduced |
| JNBA Financial Advisors | 8,416 | $784.4K | 0.07% | −537−6.0% | Reduced |
| Manchester Capital Management LLC | 8,428 | $785.5K | 0.11% | −1,034−10.9% | Reduced |
| Vermillion Wealth Management, Inc. | 8,483 | $790.6K | 0.32% | +240+2.9% | Added |
| Howard Bailey Securities, LLC | 8,496 | $791.8K | 0.31% | +90+1.1% | Added |
| FourThought Financial Partners, LLC | 8,525 | $794.6K | 0.07% | +831+10.8% | Added |
| Tradewinds, LLC. | 8,527 | $794.7K | 0.19% | −110−1.3% | Reduced |
| Global Trust Wealth Management LLC | 8,536 | $795.6K | 0.59% | +8,536 | New |
| Lauterbach Financial Advisors, LLC | 8,549 | $796.8K | 0.39% | +43+0.5% | Added |
| Money Concepts Capital Corp | 8,569 | $798.6K | 0.04% | +472+5.8% | Added |
| Hudock, Inc. | 8,628 | $804.2K | 0.12% | +72+0.8% | Added |
| Sheets Smith Wealth Management | 8,661 | $807.2K | 0.09% | +205+2.4% | Added |
| KWB Wealth | 8,686 | $809.6K | 0.08% | +3,133+56.4% | Added |
| Dakota Wealth Management | 8,702 | $811.0K | 0.01% | +492+6.0% | Added |
| Mayflower Financial Advisors, LLC | 8,711 | $811.9K | 0.10% | +59+0.7% | Added |
| Cim Investment Mangement Inc | 8,720 | $812.7K | 0.21% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 8,706 | $813.1K | 0.06% | +3,677+73.1% | Added |
| Diversified Management Inc | 8,727 | $813.4K | 0.19% | +8,727 | New |
| Bedel Financial Consulting, Inc. | 8,733 | $813.9K | 0.09% | +281+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 8,756 | $816.1K | 0.18% | −76−0.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,770 | $817.4K | 0.23% | −53−0.6% | Reduced |
| Elevated Private Wealth, LLC | 8,798 | $820.0K | 0.85% | +8,798 | New |
| Cumberland Advisors Inc | 8,800 | $820.2K | 0.31% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,825 | $822.5K | 0.02% | +3,072+53.4% | Added |
| Capital Advantage, Inc. | 8,856 | $825.4K | 0.11% | +222+2.6% | Added |
| Stratos Wealth Advisors, LLC | 8,865 | $826.3K | 0.04% | −486−5.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 8,868 | $826.5K | 0.26% | +469+5.6% | Added |
| XML Financial, LLC | 8,870 | $826.7K | 0.07% | −3,831−30.2% | Reduced |
| Cornerstone Wealth Group, LLC | 8,881 | $827.7K | 0.06% | +186+2.1% | Added |
| Sivia Capital Partners, LLC | 8,899 | $829.4K | 0.17% | +451+5.3% | Added |
| Tower Trust & Investment Co | 8,908 | $830.2K | 0.52% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8,949 | $834.0K | 0.49% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8,957 | $834.8K | 0.26% | +786+9.6% | Added |
| Patten & Patten Inc | 8,966 | $835.6K | 0.05% | +1,360+17.9% | Added |
| Field & Main Bank | 8,967 | $835.7K | 0.24% | +147+1.7% | Added |
| Monarch Capital Management Inc | 8,969 | $835.9K | 0.21% | −527−5.5% | Reduced |
| Cheviot Value Management, LLC | 9,500 | $836.3K | 0.08% | −300−3.1% | Reduced |
| Financial Insights, Inc. | 8,978 | $836.8K | 0.28% | +370+4.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,956 | $839.0K | 0.01% | −1,406−13.6% | Reduced |
| Evermay Wealth Management LLC | 9,065 | $844.9K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9,083 | $846.5K | 0.05% | +64+0.7% | Added |
| BCJ Capital Management, LLC | 9,132 | $851.1K | 0.05% | −3,370−27.0% | Reduced |
| Regatta Capital Group, LLC | 9,138 | $851.7K | 0.13% | +10.0% | Added |
| Jacobs & Co | 9,162 | $853.0K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 9,155 | $853.2K | 0.04% | −91−1.0% | Reduced |
| Davis R M Inc | 9,171 | $854.7K | 0.01% | +102+1.1% | Added |
| Monument Capital Management | 9,178 | $855.4K | 0.21% | 00.0% | Unchanged |
| Krilogy Financial LLC | 9,743 | $857.8K | 0.03% | +101+1.0% | Added |
| Venturi Wealth Management, LLC | 9,208 | $858.1K | 0.04% | −556−5.7% | Reduced |
| River Wealth Advisors LLC | 9,235 | $860.7K | 0.10% | −2,303−20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,253 | $862.4K | 0.06% | −1,168−11.2% | Reduced |
| Optas, LLC | 9,270 | $864.0K | 0.14% | +774+9.1% | Added |
| Seven Mile Advisory | 9,281 | $865.0K | 0.15% | −701−7.0% | Reduced |