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 |
|---|---|---|---|---|---|
| Sprinkle Financial Consultants LLC | 3,508 | $326.9K | 0.17% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,510 | $327.1K | 0.12% | +11+0.3% | Added |
| Eagle Wealth Strategies LLC | 3,525 | $328.5K | 0.15% | −38−1.1% | Reduced |
| Consilio Wealth Advisors, LLC | 3,536 | $329.6K | 0.10% | +5+0.1% | Added |
| Wedgewood Investors Inc | 3,543 | $330.2K | 0.38% | 00.0% | Unchanged |
| Everest Financial Group LLC | 3,545 | $330.4K | 0.07% | +3,545 | New |
| BXM Wealth LLC | 3,548 | $330.7K | 0.25% | −569−13.8% | Reduced |
| Five Oceans Advisors | 3,552 | $331.0K | 0.12% | +9+0.3% | Added |
| IFC Advisors LLC | 3,554 | $331.2K | 0.05% | +405+12.9% | Added |
| Sandy Cove Advisors, LLC | 3,563 | $332.1K | 0.10% | +134+3.9% | Added |
| Oregon Pacific Wealth Management, LLC | 3,575 | $333.2K | 0.34% | −82−2.2% | Reduced |
| Blalock Williams, LLC | 3,577 | $333.4K | 0.27% | +408+12.9% | Added |
| Cherry Tree Wealth Management, LLC | 3,579 | $333.6K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,580 | $333.7K | 0.09% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,580 | $333.7K | 0.14% | +355+11.0% | Added |
| Colonial Trust Advisors | 3,594 | $335.0K | 0.03% | −292−7.5% | Reduced |
| May Hill Capital, LLC | 3,597 | $335.2K | 0.09% | +362+11.2% | Added |
| Parkway Wealth Management Group, LLC | 3,600 | $335.5K | 0.05% | +3,600 | New |
| Verity & Verity, LLC | 3,605 | $336.0K | 0.03% | −625−14.8% | Reduced |
| Werba Rubin Papier Wealth Management | 3,606 | $336.1K | 0.09% | +548+17.9% | Added |
| Financial Connections Group, Inc. | 3,624 | $337.0K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,630 | $338.3K | 0.02% | +44+1.2% | Added |
| Lifelong Wealth Advisors, Inc. | 3,645 | $339.7K | 0.09% | +15+0.4% | Added |
| Embree Financial Group | 3,662 | $341.3K | 0.04% | +332+10.0% | Added |
| Financial Security Advisor, Inc. | 3,668 | $341.9K | 0.07% | −65−1.7% | Reduced |
| Motive Wealth Advisors | 3,669 | $342.0K | 0.15% | +5+0.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 3,672 | $342.2K | 0.26% | +12+0.3% | Added |
| Auctus Advisors LLC | 3,672 | $342.2K | 0.32% | +3,672 | New |
| Convergence Financial, LLC | 3,674 | $342.4K | 0.05% | +16+0.4% | Added |
| Abundance Wealth Counselors | 3,680 | $343.0K | 0.06% | −113−3.0% | Reduced |
| Matauro, LLC | 3,680 | $343.0K | 0.05% | +3,680 | New |
| Beck Mack & Oliver LLC | 3,682 | $343.2K | 0.01% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 3,685 | $343.4K | 0.02% | +3,685 | New |
| Outlook Wealth Advisors, LLC | 3,685 | $343.5K | 0.08% | +18+0.5% | Added |
| Rare Wolf Capital LLC | 3,695 | $344.4K | 0.22% | +3,695 | New |
| Nolet Wealth Management, LLC | 3,697 | $344.6K | 0.19% | +3,697 | New |
| Northland Securities, Inc. | 3,700 | $344.8K | 0.33% | +3,700 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,722 | $346.9K | 0.11% | +180+5.1% | Added |
| CM Wealth Advisors LLC | 3,728 | $347.4K | 0.08% | +3,728 | New |
| X-Square Capital, LLC | 3,730 | $348.0K | 0.11% | +4+0.1% | Added |
| Trustmark National Bank Trust Department | 3,734 | $348.0K | 0.02% | +263+7.6% | Added |
| Front Street Capital Management, Inc. | 3,743 | $349.0K | 0.05% | +273+7.9% | Added |
| Elevatus Welath Management | 3,749 | $349.4K | 0.10% | +3,749 | New |
| Adamsbrown Wealth Consultants LLC | 3,756 | $350.0K | 0.10% | +1,260+50.5% | Added |
| Princeton Capital Management LLC | 3,759 | $350.3K | 0.09% | +136+3.8% | Added |
| Reflection Asset Management | 3,761 | $350.5K | 0.25% | +3,761 | New |
| Ariadne Wealth Management, LP | 4,045 | $350.8K | 0.14% | +175+4.5% | Added |
| Grove Street Fiduciary, LLC | 3,766 | $351.0K | 0.15% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,756 | $351.0K | 0.11% | +353+10.4% | Added |
| Pinnacle Holdings, LLC | 3,772 | $351.6K | 0.12% | +1,200+46.7% | Added |
| BCR Wealth Strategies, LLC | 3,783 | $352.0K | 0.12% | +3,783 | New |
| United Advisor Group, LLC | 3,791 | $353.3K | 0.05% | +961+34.0% | Added |
| Westhampton Capital, LLC | 3,800 | $354.2K | 0.17% | −1,975−34.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,800 | $354.2K | 0.31% | 00.0% | Unchanged |
| New World Advisors LLC | 3,808 | $354.9K | 0.06% | +334+9.6% | Added |
| Capital Advisors Wealth Management, LLC | 3,812 | $355.3K | 0.05% | −68−1.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,816 | $355.7K | 0.18% | −258−6.3% | Reduced |
| United Wealth Management, LLC | 3,818 | $355.8K | 0.09% | 00.0% | Unchanged |
| Petix & Botte Co | 3,828 | $356.8K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,832 | $357.1K | 0.25% | +3+0.1% | Added |
| HRC Wealth Management, LLC | 3,832 | $357.2K | 0.17% | +11+0.3% | Added |
| Granite Harbor Advisors, Inc. | 3,834 | $357.3K | 0.15% | −51−1.3% | Reduced |
| Accelerate Investment Advisors LLC | 3,842 | $358.1K | 0.24% | −589−13.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $358.2K | 0.00% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 3,849 | $358.7K | 0.05% | +3,849 | New |
| Third View Private Wealth, LLC | 3,852 | $359.0K | 0.05% | +3,852 | New |
| Brandywine Oak Private Wealth LLC | 3,853 | $359.1K | 0.03% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,861 | $359.8K | 0.31% | +3,861 | New |
| Cooper Capital Advisors LLC | 3,867 | $360.4K | 0.23% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3,869 | $360.6K | 0.38% | −47−1.2% | Reduced |
| Adelphi Trust Co | 3,870 | $360.7K | 0.29% | +3,870 | New |
| Riverbend Wealth Management, LLC | 3,886 | $362.2K | 0.23% | +200+5.4% | Added |
| DecisionMap Wealth Management, LLC | 3,888 | $362.4K | 0.22% | +919+31.0% | Added |
| Madrona Financial Services, LLC | 3,893 | $362.8K | 0.08% | +31+0.8% | Added |
| SFMG, LLC | 3,898 | $363.3K | 0.02% | +180+4.8% | Added |
| Marietta Investment Partners LLC | 3,900 | $363.5K | 0.07% | −3,960−50.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,906 | $364.0K | 0.08% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 3,909 | $364.3K | 0.27% | −270−6.5% | Reduced |
| Vicus Capital | 3,912 | $364.6K | 0.03% | −1,241−24.1% | Reduced |
| Integrity Wealth Advisors, Inc. | 3,927 | $366.0K | 0.26% | −3,216−45.0% | Reduced |
| SJS Investment Consulting Inc. | 3,939 | $367.1K | 0.05% | +417+11.8% | Added |
| Great Waters Wealth Management | 3,942 | $367.4K | 0.04% | −37−0.9% | Reduced |
| Northcape Wealth Management, LLC | 3,955 | $368.6K | 0.10% | −179−4.3% | Reduced |
| Ullmann Financial Group, Inc. | 4,239 | $368.7K | 0.04% | −500−10.6% | Reduced |
| Paragon Private Wealth Management, LLC | 3,957 | $368.8K | 0.11% | +407+11.5% | Added |
| Kure Advisory, LLC | 3,959 | $369.0K | 0.21% | +3,959 | New |
| Walkner Condon Financial Advisors LLC | 3,962 | $369.3K | 0.05% | −46−1.1% | Reduced |
| 10Elms LLP | 3,971 | $370.1K | 0.34% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,978 | $370.8K | 0.04% | +3,978 | New |
| Investment Advisory Group, LLC | 3,979 | $370.8K | 0.10% | −38−0.9% | Reduced |
| StoryOne LLC | 0 | $370.9K | 0.22% | 0 | New |
| MJP Associates Inc | 3,982 | $371.1K | 0.05% | +327+8.9% | Added |
| Simon Quick Advisors, LLC | 3,997 | $372.5K | 0.02% | +3,997 | New |
| United Bank | 4,000 | $372.8K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $372.8K | 0.17% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 4,000 | $372.8K | 0.02% | +4,000 | New |
| Brady Family Wealth, LLC | 4,003 | $373.1K | 0.12% | +4,003 | New |
| Lawood & Co | 4,007 | $373.5K | 0.35% | +4,007 | New |
| Michels Family Financial, LLC | 4,012 | $373.9K | 0.27% | +1,158+40.6% | Added |
| James Hambro & Partners | 4,019 | $374.7K | 0.01% | 00.0% | Unchanged |