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
- 2,911
- +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
- 996 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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Navalign, LLC | 279 | $26.0K | 0.01% | +279 | New |
| Access Investment Management LLC | 316 | $26.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 291 | $27.1K | 0.01% | +56+23.8% | Added |
| Teachers Insurance & Annuity Association of America | 292 | $27.2K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 300 | $28.0K | 0.01% | +300 | New |
| Retirement Wealth Solutions LLC | 308 | $28.7K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 308 | $28.7K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 311 | $29.0K | 0.01% | +1+0.3% | Added |
| Strive Financial Group ,LLC | 316 | $29.5K | 0.02% | +316 | New |
| Swiss Re Ltd | 319 | $29.7K | 0.00% | +319 | New |
| Redmont Wealth Advisors LLC | 320 | $29.8K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 324 | $30.2K | 0.00% | +324 | New |
| Quattro Advisors LLC | 326 | $30.4K | 0.02% | +326 | New |
| Turning Point Benefit Group, Inc. | 335 | $31.2K | 0.02% | +68+25.5% | Added |
| Red Tortoise LLC | 336 | $31.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 340 | $31.7K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 343 | $32.0K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 345 | $32.1K | 0.02% | −161−31.8% | Reduced |
| Park Square Financial Group, LLC | 459 | $32.2K | 0.19% | +158+52.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 350 | $32.6K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 350 | $32.6K | 0.01% | +350 | New |
| Strategic Investment Solutions, Inc. | 351 | $32.7K | 0.01% | +18+5.4% | Added |
| Cedar Mountain Advisors, LLC | 353 | $32.9K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 355 | $33.1K | 0.01% | +355 | New |
| Boreal Capital Management LLC | 364 | $33.9K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 382 | $35.6K | 0.01% | −17−4.3% | Reduced |
| CGC Financial Services, LLC | 396 | $36.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 398 | $37.1K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 400 | $37.3K | 0.01% | −50−11.1% | Reduced |
| Accent Capital Management, LLC | 404 | $37.7K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 412 | $38.4K | 0.01% | +51+14.1% | Added |
| Bravera Wealth | 415 | $38.7K | 0.02% | +415 | New |
| Mascoma Wealth Management LLC | 417 | $38.9K | 0.01% | +38+10.0% | Added |
| MB, Levis & Associates, LLC | 419 | $39.0K | 0.02% | −47−10.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 428 | $39.9K | 0.00% | −1,509−77.9% | Reduced |
| Commonwealth Retirement Investments LLC | 429 | $40.0K | 0.01% | +429 | New |
| Aviso Financial Inc. | 432 | $40.3K | 0.00% | +432 | New |
| Essential Partners LLC | 432 | $40.3K | 0.01% | +74+20.7% | Added |
| 1248 Management, LLC | 436 | $40.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 437 | $40.7K | 0.02% | +3+0.7% | Added |
| Nalls Sherbakoff Group, LLC | 440 | $41.0K | 0.03% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 440 | $41.0K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 41,008 | $41.0K | 0.02% | +41,008 | New |
| Parvin Asset Management, LLC | 450 | $41.9K | 0.03% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 452 | $42.1K | 0.03% | +452 | New |
| Dunhill Financial, LLC | 459 | $42.8K | 0.01% | +35+8.3% | Added |
| JDM Financial Group LLC | 465 | $43.3K | 0.02% | −103−18.1% | Reduced |
| Hughes Financial Services, LLC | 476 | $44.4K | 0.01% | −6−1.2% | Reduced |
| Rialto Wealth Management, LLC | 477 | $44.5K | 0.01% | +7+1.5% | Added |
| Wall Street Access Asset Management, LLC | 480 | $44.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 484 | $45.1K | 0.02% | +1+0.2% | Added |
| Vision Retirement, LLC | 500 | $46.6K | 0.01% | +500 | New |
| Stone House Investment Management, LLC | 503 | $46.9K | 0.01% | +7+1.4% | Added |
| GoalVest Advisory LLC | 508 | $47.3K | 0.01% | +508 | New |
| True Wealth Design, LLC | 513 | $47.8K | 0.01% | −36−6.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 521 | $48.6K | 0.03% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 525 | $48.9K | 0.03% | +525 | New |
| TD Capital Management LLC | 528 | $49.2K | 0.00% | +3+0.6% | Added |
| Legacy Wealth Managment, LLC | 528 | $49.2K | 0.02% | +509+2,678.9% | Added |
| Hallmark Capital Management Inc | 531 | $49.5K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 535 | $49.9K | 0.03% | −179−25.1% | Reduced |
| Quaker Wealth Management, LLC | 538 | $50.1K | 0.02% | +6+1.1% | Added |
| Lloyd Advisory Services, LLC. | 546 | $50.9K | 0.02% | +546 | New |
| BankPlus Trust Department | 549 | $51.2K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 550 | $51.3K | 0.02% | +550 | New |
| Fountainhead AM, LLC | 552 | $51.5K | 0.08% | −4,976−90.0% | Reduced |
| St. Johns Investment Management Company, LLC | 553 | $51.5K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 553 | $51.5K | 0.03% | +453+453.0% | Added |
| Litman Gregory Asset Management LLC | 555 | $51.7K | 0.00% | +555 | New |
| Dogwood Wealth Management LLC | 556 | $51.8K | 0.02% | +257+86.0% | Added |
| Kilter Group LLC | 569 | $53.0K | 0.02% | +119+26.4% | Added |
| Byrne Asset Management LLC | 574 | $53.5K | 0.03% | +2+0.3% | Added |
| Barrett & Company, Inc. | 577 | $53.8K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 581 | $54.1K | 0.03% | −20−3.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 586 | $54.6K | 0.00% | +236+67.4% | Added |
| Woodard & Co Asset Management Group Inc | 588 | $54.8K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 602 | $56.1K | 0.05% | +602 | New |
| Park Place Capital Corp | 604 | $56.3K | 0.01% | +64+11.9% | Added |
| Tobam | 608 | $57.0K | 0.01% | −209−25.6% | Reduced |
| Lavaca Capital LLC | 612 | $57.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 614 | $57.3K | 0.00% | −23−3.6% | Reduced |
| Fortis Group Advisors, LLC | 620 | $57.8K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 621 | $57.9K | 0.04% | +621 | New |
| LFA - Lugano Financial Advisors SA | 635 | $59.2K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 636 | $59.3K | 0.03% | −4,209−86.9% | Reduced |
| Beacon Financial Strategies CORP | 661 | $61.6K | 0.03% | +661 | New |
| Hyposwiss Advisors SA | 666 | $62.1K | 0.06% | +666 | New |
| Adkins Seale Capital Management LLC | 666 | $62.1K | 0.06% | +666 | New |
| Medallion Wealth Advisors, LLC | 669 | $62.4K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 671 | $62.5K | 0.00% | −26−3.7% | Reduced |
| Howard Hughes Medical Institute | 677 | $63.1K | 0.04% | −11−1.6% | Reduced |
| Morse Asset Management, Inc | 696 | $64.9K | 0.01% | +1+0.1% | Added |
| Valued Wealth Advisors LLC | 701 | $65.3K | 0.03% | +35+5.3% | Added |
| Cypress Capital Management LLC (WY) | 702 | $65.4K | 0.06% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 705 | $65.7K | 0.03% | +200+39.6% | Added |
| Entrust Financial LLC | 706 | $65.8K | 0.05% | +706 | New |
| Hoese & Co LLP | 724 | $67.5K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 726 | $67.7K | 0.00% | −253−25.8% | Reduced |
| Reyes Financial Architecture, Inc. | 728 | $67.8K | 0.04% | 00.0% | Unchanged |