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
- 2,911
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 3,050 | $284.3K | 0.04% | 00.0% | Unchanged |
| First Financial Group Corp | 3,052 | $284.5K | 0.24% | −897−22.7% | Reduced |
| Ethos Financial Group, LLC | 3,053 | $284.5K | 0.02% | +448+17.2% | Added |
| Heartwood Wealth Advisors LLC | 3,059 | $285.1K | 0.03% | −185−5.7% | Reduced |
| International Private Wealth Advisors LLC | 3,065 | $285.7K | 0.18% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 3,084 | $287.4K | 0.15% | −6−0.2% | Reduced |
| New Covenant Trust Company, N.A. | 3,020 | $287.5K | 0.26% | −87−2.8% | Reduced |
| Canvas Wealth Advisors, LLC | 3,090 | $288.0K | 0.05% | −42−1.3% | Reduced |
| Ellevest, Inc. | 3,092 | $288.2K | 0.04% | −19−0.6% | Reduced |
| Omnitrust Wealth Management, Inc | 3,108 | $289.7K | 0.37% | +3,108 | New |
| Counterpoint Mutual Funds LLC | 3,121 | $290.9K | 0.02% | −905−22.5% | Reduced |
| EJMK Ventures LLC | 3,121 | $290.9K | 0.18% | +3,121 | New |
| Hummer Financial Advisory Services Inc | 3,126 | $291.3K | 0.21% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 3,132 | $291.9K | 0.21% | +217+7.4% | Added |
| 4WEALTH Advisors, Inc. | 3,140 | $292.6K | 0.25% | +3,140 | New |
| Scott Capital Advisors, LLC | 3,145 | $293.1K | 0.06% | −42−1.3% | Reduced |
| Tounjian Advisory Partners, LLC | 3,148 | $293.4K | 0.10% | −164−5.0% | Reduced |
| Juncture Wealth Strategies, LLC | 3,150 | $293.6K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,156 | $294.1K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,251 | $294.2K | 0.04% | +275+9.2% | Added |
| Watershed Private Wealth LLC | 3,158 | $294.3K | 0.09% | +3,158 | New |
| Vivaldi Capital Management, LLC | 3,159 | $294.4K | 0.04% | −106−3.2% | Reduced |
| Forza Wealth Management, LLC | 3,164 | $294.9K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,183 | $295.0K | 0.00% | −44−1.4% | Reduced |
| August Group Capital Ltd | 3,166 | $295.1K | 0.33% | +3,166 | New |
| Walsh & Associates, LLC | 3,167 | $295.2K | 0.29% | +3,167 | New |
| Investment Advisory Services Inc | 3,181 | $296.4K | 0.09% | +161+5.3% | Added |
| Blue Fin Capital, Inc. | 3,181 | $296.4K | 0.05% | +38+1.2% | Added |
| Greenwich Wealth Management LLC | 3,184 | $297.0K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,187 | $297.0K | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,189 | $297.2K | 0.00% | −1,965−38.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,196 | $297.9K | 0.21% | +17+0.5% | Added |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $298.1K | 0.01% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,201 | $298.3K | 0.05% | +2+0.1% | Added |
| Missouri Trust & Investment Co | 3,208 | $299.0K | 0.09% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,211 | $299.2K | 0.17% | +356+12.5% | Added |
| Shelter Rock Management, LLC | 3,212 | $299.3K | 0.30% | +3,212 | New |
| City State Bank | 3,214 | $299.5K | 0.08% | +285+9.7% | Added |
| BNC Wealth Management, LLC | 3,216 | $299.7K | 0.08% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,216 | $299.8K | 0.21% | +15+0.5% | Added |
| Sutton Place Investors LLC | 3,217 | $299.8K | 0.16% | −31−1.0% | Reduced |
| Bangor Savings Bank | 3,220 | $300.1K | 0.02% | +285+9.7% | Added |
| Okabena Investment Services Inc | 3,225 | $300.6K | 0.06% | +800+33.0% | Added |
| Finer Wealth Management, Inc. | 3,230 | $301.1K | 0.15% | 00.0% | Unchanged |
| GDS Wealth Management | 3,240 | $302.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,242 | $302.0K | 0.08% | −12−0.4% | Reduced |
| Builder Investment Group Inc | 3,250 | $302.9K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,256 | $303.5K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,260 | $303.9K | 0.02% | +10.0% | Added |
| Foster & Motley Inc | 3,264 | $304.0K | 0.02% | −98−2.9% | Reduced |
| Capstone Financial Advisors, Inc. | 3,265 | $304.3K | 0.02% | −48−1.4% | Reduced |
| Affinity Capital Advisors, LLC | 3,268 | $304.6K | 0.04% | +463+16.5% | Added |
| Hara Capital LLC | 3,273 | $305.0K | 0.17% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,286 | $306.0K | 0.04% | −79−2.3% | Reduced |
| Retirement Planning Group | 3,285 | $306.1K | 0.01% | +608+22.7% | Added |
| HC Advisors, LLC | 3,285 | $306.2K | 0.21% | 00.0% | Unchanged |
| Vistica Wealth Advisors, LLC | 3,289 | $306.5K | 0.31% | +3,289 | New |
| Washington Capital Management Inc | 3,300 | $307.6K | 0.25% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 3,304 | $307.9K | 0.15% | −67−2.0% | Reduced |
| Cedar Point Capital Partners, LLC | 3,307 | $308.2K | 0.20% | −20−0.6% | Reduced |
| Flatrock Wealth Partners LLC | 3,307 | $308.3K | 0.15% | +3,307 | New |
| Hoxton Planning & Management, LLC | 3,309 | $308.4K | 0.09% | +83+2.6% | Added |
| Financial Management Network Inc | 3,250 | $309.4K | 0.05% | +180+5.9% | Added |
| NTV Asset Management LLC | 3,327 | $310.1K | 0.03% | −525−13.6% | Reduced |
| Green Harvest Asset Management LLC | 3,339 | $311.2K | 0.00% | +181+5.7% | Added |
| Core Wealth Partners LLC | 3,339 | $311.2K | 0.14% | +3,339 | New |
| Nixon Peabody Trust Co | 3,351 | $312.3K | 0.02% | +115+3.6% | Added |
| ESL Trust Services, LLC | 3,352 | $312.4K | 0.06% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,354 | $312.6K | 0.08% | −3,885−53.7% | Reduced |
| Fortis Capital Management LLC | 3,355 | $312.6K | 0.04% | +3,355 | New |
| Index Fund Advisors, Inc. | 3,360 | $313.1K | 0.01% | +7+0.2% | Added |
| Trilogy Capital Inc. | 3,374 | $314.4K | 0.01% | −54−1.6% | Reduced |
| Oakworth Capital, Inc. | 3,392 | $316.1K | 0.02% | +295+9.5% | Added |
| Avenue 1 Advisors, LLC | 3,393 | $316.2K | 0.10% | +80+2.4% | Added |
| Frederick Financial Consultants, LLC | 3,397 | $316.6K | 0.17% | −382−10.1% | Reduced |
| Capital Advisors, Ltd. LLC | 3,402 | $317.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,415 | $318.3K | 0.03% | +97+2.9% | Added |
| Wilian Securities, LLC | 3,418 | $318.6K | 0.34% | +3,418 | New |
| Boston Family Office LLC | 3,423 | $319.0K | 0.02% | −200−5.5% | Reduced |
| Legend Capital Advisors LLC | 3,423 | $319.0K | 0.18% | +3,423 | New |
| DB&C Advisors, LLC | 3,426 | $319.3K | 0.40% | +3,426 | New |
| BSW Wealth Partners | 3,461 | $322.6K | 0.04% | −23−0.7% | Reduced |
| Rise Advisors, LLC | 3,463 | $322.7K | 0.12% | −193−5.3% | Reduced |
| Vaughan David Investments LLC | 3,469 | $323.0K | 0.01% | −500−12.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,466 | $323.1K | 0.02% | −289−7.7% | Reduced |
| SFE Investment Counsel | 3,468 | $323.2K | 0.05% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3,417 | $323.3K | 0.09% | +641+23.1% | Added |
| Northstar Group, Inc. | 3,470 | $323.4K | 0.04% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,472 | $323.6K | 0.06% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 3,473 | $323.7K | 0.24% | +53+1.5% | Added |
| Westwood Wealth Management | 3,473 | $323.7K | 0.24% | +3,473 | New |
| RDA Financial Network | 3,474 | $323.8K | 0.08% | +357+11.5% | Added |
| D'Orazio & Associates, Inc. | 3,478 | $324.1K | 0.04% | +42+1.2% | Added |
| Clear Creek Financial Management, LLC | 3,479 | $324.3K | 0.03% | +409+13.3% | Added |
| Alongside, LLC | 3,486 | $324.9K | 0.11% | +3,486 | New |
| Howard Financial Services, Ltd. | 3,488 | $325.1K | 0.04% | +645+22.7% | Added |
| Pacific Sage Partners, LLC | 3,489 | $325.2K | 0.05% | +143+4.3% | Added |
| McMill Wealth Management | 3,491 | $325.4K | 0.09% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,500 | $326.2K | 0.14% | 00.0% | Unchanged |
| BetterWealth, LLC | 3,505 | $326.7K | 0.07% | −33−0.9% | Reduced |