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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 23,741 | $2.21M | 0.24% | +23,741 | New |
| Cadinha & Co LLC | 23,802 | $2.22M | 0.34% | −382−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 23,804 | $2.22M | 0.65% | +88+0.4% | Added |
| Gryphon Financial Partners LLC | 23,922 | $2.23M | 0.24% | +3,064+14.7% | Added |
| Welch Group, LLC | 23,996 | $2.24M | 0.09% | +591+2.5% | Added |
| Crux Wealth Advisors | 24,120 | $2.25M | 0.84% | +30+0.1% | Added |
| Potomac Fund Management Inc | 24,134 | $2.25M | 0.08% | −2,805−10.4% | Reduced |
| Meridian Investment Counsel Inc. | 24,183 | $2.25M | 0.54% | −120−0.5% | Reduced |
| Insight Advisors, LLC | 24,259 | $2.26M | 0.34% | +148+0.6% | Added |
| Victory Financial Group, LLC | 24,262 | $2.26M | 0.28% | +16,822+226.1% | Added |
| Jeppson Wealth Management, LLC | 24,300 | $2.26M | 0.72% | −520−2.1% | Reduced |
| Diversify Advisory Services, LLC | 25,653 | $2.27M | 0.07% | −306−1.2% | Reduced |
| First American Trust, FSB | 24,331 | $2.27M | 0.16% | −3,034−11.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 29,645 | $2.27M | 0.18% | +29,645 | New |
| Fort Sheridan Advisors LLC | 24,420 | $2.28M | 0.29% | +150+0.6% | Added |
| Howard Capital Management Inc. | 24,541 | $2.29M | 0.03% | +130+0.5% | Added |
| Gilbert & Cook, Inc. | 24,591 | $2.29M | 0.29% | +2,741+12.5% | Added |
| Aviso Wealth Management | 24,613 | $2.29M | 0.96% | +203+0.8% | Added |
| Laurel Wealth Advisors LLC | 24,721 | $2.30M | 0.30% | −164−0.7% | Reduced |
| Chemistry Wealth Management LLC | 24,750 | $2.31M | 0.43% | −209−0.8% | Reduced |
| Wright Investors Service Inc | 24,790 | $2.31M | 0.69% | −72−0.3% | Reduced |
| Everhart Financial Group, Inc. | 24,880 | $2.32M | 0.21% | +2,815+12.8% | Added |
| Great Valley Advisor Group, Inc. | 24,890 | $2.32M | 0.04% | +1,368+5.8% | Added |
| Agf Management Ltd | 25,099 | $2.34M | 0.01% | −142−0.6% | Reduced |
| Journey Strategic Wealth LLC | 25,142 | $2.34M | 0.06% | +188+0.8% | Added |
| Silvercrest Asset Management Group LLC | 25,330 | $2.36M | 0.02% | −636−2.4% | Reduced |
| Resources Management Corp | 25,365 | $2.36M | 0.31% | +462+1.9% | Added |
| CWC Advisors, LLC. | 25,437 | $2.37M | 1.14% | −119−0.5% | Reduced |
| National Philanthropic Trust | 25,510 | $2.38M | 0.02% | +110+0.4% | Added |
| Morningstar Investment Management LLC | 25,674 | $2.39M | 0.14% | −65,281−71.8% | Reduced |
| YHB Investment Advisors, Inc. | 25,701 | $2.40M | 0.17% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 25,720 | $2.40M | 1.12% | +254+1.0% | Added |
| One Wealth Advisors, LLC | 25,870 | $2.41M | 0.29% | −5,731−18.1% | Reduced |
| Connable Office Inc | 25,932 | $2.42M | 0.22% | −39−0.2% | Reduced |
| CTC LLC | 25,963 | $2.42M | 0.22% | −11,499−30.7% | Reduced |
| Aventura Private Wealth, LLC | 25,965 | $2.42M | 0.87% | +218+0.8% | Added |
| LRI Investments, LLC | 26,088 | $2.43M | 0.20% | −196−0.7% | Reduced |
| Everett Harris & Co | 26,166 | $2.44M | 0.03% | +185+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 26,236 | $2.45M | 0.12% | +9,511+56.9% | Added |
| Princeton Global Asset Management LLC | 26,246 | $2.45M | 0.40% | +578+2.3% | Added |
| Journey Retirement Planning & Investment Management LLC | 26,512 | $2.47M | 0.51% | +26,512 | New |
| Peak Asset Management, LLC | 26,718 | $2.49M | 0.42% | −773−2.8% | Reduced |
| Myriad Asset Management Advisors LLC | 26,749 | $2.49M | 0.77% | +26,749 | New |
| Pictet Bank & Trust Ltd | 26,765 | $2.49M | 2.99% | +847+3.3% | Added |
| EverSource Wealth Advisors, LLC | 26,777 | $2.50M | 0.09% | +4,199+18.6% | Added |
| Riverchase Wealth Management, LLC | 26,861 | $2.50M | 1.36% | −2,742−9.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,880 | $2.51M | 0.12% | −42,140−61.1% | Reduced |
| Harold Davidson & Associates Inc. | 27,059 | $2.52M | 1.12% | +198+0.7% | Added |
| Mather Group, LLC. | 27,129 | $2.53M | 0.03% | +2,369+9.6% | Added |
| Trinity Financial Advisors LLC | 27,262 | $2.54M | 0.71% | +16+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 26,410 | $2.55M | 0.05% | −104−0.4% | Reduced |
| Bluebird Wealth Management LLC | 27,484 | $2.56M | 2.39% | +27,484 | New |
| Peoples Bank | 27,509 | $2.56M | 2.58% | −1,155−4.0% | Reduced |
| Iams Wealth Management, LLC | 27,574 | $2.57M | 0.93% | −2,956−9.7% | Reduced |
| Foundations Investment Advisors, LLC | 27,632 | $2.58M | 0.03% | −6,851−19.9% | Reduced |
| Private Wealth Asset Management, LLC | 27,724 | $2.58M | 0.28% | −271−1.0% | Reduced |
| Rothschild Investment LLC | 27,741 | $2.59M | 0.14% | +336+1.2% | Added |
| Walter & Keenan Financial Consulting Co | 27,820 | $2.59M | 0.69% | +444+1.6% | Added |
| Stevens Capital Management LP | 27,853 | $2.60M | 0.91% | +14,774+113.0% | Added |
| Sunbelt Securities, Inc. | 27,996 | $2.61M | 0.17% | +1,027+3.8% | Added |
| Baker Avenue Asset Management, LP | 28,032 | $2.61M | 0.06% | −3,972−12.4% | Reduced |
| Cary Street Partners Financial LLC | 28,081 | $2.62M | 0.06% | −832−2.9% | Reduced |
| Massmutual Trust Co FSB | 28,082 | $2.62M | 0.07% | −583−2.0% | Reduced |
| Central Pacific Bank - Trust Division | 28,178 | $2.63M | 0.32% | −975−3.3% | Reduced |
| Carret Asset Management, LLC | 28,222 | $2.63M | 0.25% | −760−2.6% | Reduced |
| ZWJ Investment Counsel Inc | 28,246 | $2.63M | 0.09% | −2,614−8.5% | Reduced |
| Premier Path Wealth Partners, LLC | 28,266 | $2.63M | 0.34% | +2,708+10.6% | Added |
| Drucker Wealth 3.0, LLC | 28,276 | $2.64M | 0.46% | −4,132−12.7% | Reduced |
| LOM Asset Management Ltd | 28,343 | $2.64M | 0.77% | +3,206+12.8% | Added |
| Mystic Asset Management, Inc. | 28,350 | $2.64M | 0.60% | −170−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 28,443 | $2.65M | 0.20% | +154+0.5% | Added |
| West Branch Capital LLC | 28,458 | $2.65M | 0.68% | +1,473+5.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 28,500 | $2.66M | 0.69% | −3,700−11.5% | Reduced |
| NWF Advisory Services Inc. | 28,645 | $2.67M | 0.30% | −7,747−21.3% | Reduced |
| Savvy Advisors, Inc. | 28,694 | $2.67M | 0.09% | +9,141+46.7% | Added |
| Courier Capital LLC | 28,702 | $2.68M | 0.15% | −372−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 28,708 | $2.68M | 0.51% | +371+1.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 28,736 | $2.68M | 0.07% | +850+3.0% | Added |
| Royal Fund Management, LLC | 28,036 | $2.68M | 0.25% | +28,036 | New |
| Scott & Selber, Inc. | 28,981 | $2.70M | 0.68% | −961−3.2% | Reduced |
| Roxbury Financial LLC | 29,101 | $2.71M | 2.43% | −187−0.6% | Reduced |
| Coppell Advisory Solutions LLC | 28,815 | $2.72M | 0.27% | +299+1.0% | Added |
| Dynamic Advisor Solutions LLC | 29,174 | $2.72M | 0.09% | −763−2.5% | Reduced |
| National Asset Management, Inc. | 29,387 | $2.74M | 0.13% | −1,071−3.5% | Reduced |
| GM Advisory Group, Inc. | 29,450 | $2.74M | 0.11% | −1,498−4.8% | Reduced |
| Bailard, Inc. | 29,484 | $2.75M | 0.06% | −1,461−4.7% | Reduced |
| Aspire Private Capital, LLC | 29,508 | $2.75M | 0.61% | −911−3.0% | Reduced |
| WealthShield Partners, LLC | 29,518 | $2.75M | 0.30% | +19,819+204.3% | Added |
| Xcel Wealth Management, LLC | 29,539 | $2.75M | 0.71% | −326−1.1% | Reduced |
| Focused Alpha, LLC | 29,595 | $2.76M | 0.81% | +29,595 | New |
| Neville Rodie & Shaw Inc | 29,602 | $2.76M | 0.19% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 29,633 | $2.76M | 0.08% | +5,259+21.6% | Added |
| Shelton Wealth Management, LLC | 29,716 | $2.77M | 1.21% | +20+0.1% | Added |
| Argent Advisors, Inc. | 29,724 | $2.77M | 0.77% | −102−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 29,545 | $2.78M | 0.40% | +8,681+41.6% | Added |
| Venture Visionary Partners LLC | 29,074 | $2.78M | 0.09% | −2,203−7.0% | Reduced |
| First Citizens Bank & Trust Co | 29,889 | $2.79M | 0.06% | +677+2.3% | Added |
| Acumen Wealth Advisors, LLC | 29,951 | $2.79M | 0.80% | +29,951 | New |
| Mutual Advisors, LLC | 30,097 | $2.81M | 0.06% | +355+1.2% | Added |
| Independent Financial Group, LLC | 30,102 | $2.81M | 0.06% | −71−0.2% | Reduced |