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
- 2,910
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 4,024 | $375.1K | 0.08% | 00.0% | Unchanged |
| Charter Trust Co | 4,030 | $375.6K | 0.02% | −450−10.0% | Reduced |
| Myriad Asset Management US LP | 4,032 | $375.8K | 0.63% | −10,368−72.0% | Reduced |
| CoreFirst Bank & Trust | 4,033 | $375.9K | 0.20% | −439−9.8% | Reduced |
| Next Level Private LLC | 4,034 | $375.9K | 0.10% | +968+31.6% | Added |
| Weinberger Asset Management, Inc | 4,034 | $376.0K | 0.14% | −365−8.3% | Reduced |
| Principal Street Partners, LLC | 4,037 | $376.2K | 0.06% | +187+4.9% | Added |
| JGP Wealth Management, LLC | 4,044 | $376.9K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 4,045 | $377.0K | 0.03% | +190+4.9% | Added |
| Discipline Wealth Solutions, LLC | 4,048 | $377.3K | 0.07% | +4,048 | New |
| Ssi Investment Management LLC | 4,057 | $378.1K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 4,060 | $378.4K | 0.00% | +618+18.0% | Added |
| Koenig Investment Advisory, LLC | 4,387 | $378.6K | 0.31% | +4,387 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 4,095 | $381.7K | 0.06% | −136−3.2% | Reduced |
| Lifeworks Advisors, LLC | 4,100 | $382.1K | 0.05% | +153+3.9% | Added |
| Levin Capital Strategies, L.P. | 4,100 | $382.1K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $382.1K | 0.21% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 4,101 | $382.3K | 0.05% | +711+21.0% | Added |
| Madison Wealth Partners, Inc | 4,103 | $382.4K | 0.07% | +4,103 | New |
| Polymer Capital Management (US) LLC | 4,110 | $383.1K | 0.05% | −25,392−86.1% | Reduced |
| Legacy Wealth Advisors, LLC | 4,111 | $383.1K | 0.25% | +4,111 | New |
| Vantus Wealth LLC | 4,113 | $383.3K | 0.28% | +4,113 | New |
| Foresight Global Investors, Inc. | 4,117 | $383.7K | 0.18% | 00.0% | Unchanged |
| Brio Consultants, LLC | 4,123 | $384.2K | 0.05% | +327+8.6% | Added |
| Cypress Capital Group | 4,127 | $384.6K | 0.04% | +1,659+67.2% | Added |
| Blue Bell Private Wealth Management, LLC | 4,128 | $384.7K | 0.06% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 4,130 | $384.9K | 0.19% | −153−3.6% | Reduced |
| Consolidated Planning Corp | 4,131 | $385.0K | 0.04% | −100−2.4% | Reduced |
| S Harris Financial Group, LLC | 4,139 | $385.7K | 0.37% | +4,139 | New |
| Piedmont Capital Management, LLC | 4,140 | $385.8K | 0.25% | +4,140 | New |
| Ipswich Investment Management Co., Inc. | 4,154 | $387.2K | 0.09% | +53+1.3% | Added |
| Fedenia Advisers LLC | 4,155 | $387.2K | 0.15% | −64−1.5% | Reduced |
| Octavia Wealth Advisors, LLC | 4,168 | $387.3K | 0.04% | −6−0.1% | Reduced |
| Gould Asset Management LLC | 4,157 | $387.4K | 0.07% | −600−12.6% | Reduced |
| Centerpoint Advisory Group | 4,159 | $387.6K | 0.30% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,168 | $388.5K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,169 | $388.6K | 0.07% | +15+0.4% | Added |
| Old Mission Investment Co LLC | 4,176 | $389.2K | 0.09% | +300+7.7% | Added |
| Camden National Bank | 4,176 | $389.2K | 0.05% | +378+10.0% | Added |
| DT Investment Partners, LLC | 4,181 | $389.7K | 0.03% | +1,914+84.4% | Added |
| Laraway Financial Inc | 4,181 | $389.7K | 0.25% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,183 | $389.9K | 0.09% | −3,240−43.6% | Reduced |
| Wealthquest Corp | 4,192 | $390.7K | 0.03% | +4,192 | New |
| Centennial Wealth Advisory LLC | 4,203 | $391.8K | 0.10% | +246+6.2% | Added |
| Centurion Wealth Management LLC | 4,215 | $392.9K | 0.09% | +56+1.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,226 | $393.9K | 0.08% | +4,226 | New |
| Prosperity Bancshares Inc | 4,232 | $394.4K | 0.36% | +4,232 | New |
| Waldron Private Wealth LLC | 4,238 | $395.0K | 0.02% | +28+0.7% | Added |
| Scientech Research LLC | 4,238 | $395.0K | 0.25% | +4,238 | New |
| Chesapeake Wealth Management | 4,240 | $395.2K | 0.12% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 4,243 | $395.5K | 0.10% | −922−17.9% | Reduced |
| South Plains Financial, Inc. | 4,247 | $395.8K | 0.24% | +1,108+35.3% | Added |
| Towerpoint Wealth, LLC | 4,249 | $396.0K | 0.16% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 4,254 | $396.5K | 0.59% | +4,254 | New |
| Rosenberg Matthew Hamilton | 4,260 | $397.0K | 0.08% | −18−0.4% | Reduced |
| Sargent Investment Group, LLC | 4,260 | $397.0K | 0.05% | +4,260 | New |
| Bill Few Associates, Inc. | 4,263 | $397.3K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,273 | $398.2K | 0.00% | +4,273 | New |
| Aviance Capital Partners, LLC | 4,276 | $398.5K | 0.05% | +532+14.2% | Added |
| Trust Co of Virginia | 4,276 | $398.5K | 0.03% | +200+4.9% | Added |
| Ellenbecker Investment Group | 4,278 | $398.8K | 0.06% | +294+7.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,288 | $399.6K | 0.17% | +12+0.3% | Added |
| Souders Financial Advisors | 4,294 | $400.2K | 0.05% | +449+11.7% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $400.2K | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,307 | $401.4K | 0.05% | +44+1.0% | Added |
| Osterweis Capital Management Inc | 4,307 | $401.4K | 0.02% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,308 | $401.5K | 0.01% | +240+5.9% | Added |
| Gilliland Jeter Wealth Management LLC | 4,317 | $402.3K | 0.12% | −7−0.2% | Reduced |
| Excelsior Advisor Network LLC | 4,317 | $402.3K | 0.20% | +4,317 | New |
| Cogent Private Wealth, Inc. | 4,318 | $402.4K | 0.31% | +4,318 | New |
| KFG Wealth Management, LLC | 4,321 | $402.7K | 0.05% | −510−10.6% | Reduced |
| Evolution Advisers, Inc. | 4,334 | $403.0K | 0.17% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,326 | $403.2K | 0.05% | +279+6.9% | Added |
| TCI Wealth Advisors, Inc. | 4,333 | $403.8K | 0.02% | −399−8.4% | Reduced |
| Leuthold Group, LLC | 4,334 | $403.9K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,342 | $404.0K | 0.01% | +368+9.3% | Added |
| Impact Capital Partners LLC | 4,339 | $404.4K | 0.12% | −8−0.2% | Reduced |
| American Trust | 4,353 | $405.7K | 0.03% | +61+1.4% | Added |
| Professional Financial Advisors, LLC | 4,364 | $406.7K | 0.08% | +21+0.5% | Added |
| Kondo Wealth Advisors, Inc. | 4,364 | $406.7K | 0.16% | +4,364 | New |
| Concentrum Wealth Management | 4,378 | $408.0K | 0.11% | −204−4.5% | Reduced |
| Asset Dedication, LLC | 4,385 | $408.7K | 0.03% | −708−13.9% | Reduced |
| MKT Advisors LLC | 4,240 | $408.7K | 0.14% | +10.0% | Added |
| DV Equities, LLC | 4,393 | $409.4K | 0.07% | +4,393 | New |
| Kelly Lawrence W & Associates Inc | 4,400 | $410.1K | 0.10% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,417 | $411.7K | 0.43% | 00.0% | Unchanged |
| First American Bank | 4,422 | $412.1K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 4,429 | $412.8K | 0.11% | +288+7.0% | Added |
| Seeds Investor LLC | 4,429 | $412.8K | 0.08% | +332+8.1% | Added |
| Narwhal Capital Management | 4,431 | $413.0K | 0.03% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,432 | $413.1K | 0.17% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,440 | $413.8K | 0.12% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 4,441 | $413.9K | 0.06% | +4,441 | New |
| Symphony Financial, Ltd. Co. | 4,401 | $414.2K | 0.06% | +48+1.1% | Added |
| First Heartland Consultants, Inc. | 4,445 | $414.2K | 0.03% | −351−7.3% | Reduced |
| Southland Equity Partners LLC | 4,446 | $414.4K | 0.08% | +6+0.1% | Added |
| Lynch Investment Planning, LLC | 4,451 | $414.8K | 0.40% | +4,451 | New |
| Blue Barn Wealth, LLC | 4,451 | $414.9K | 0.60% | −2,614−37.0% | Reduced |
| Johnson & White Wealth Management, LLC | 4,462 | $415.9K | 0.18% | −34−0.8% | Reduced |
| Focused Wealth Management, Inc | 4,464 | $416.0K | 0.04% | −486−9.8% | Reduced |