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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,293 | $2.82M | 0.05% | −4,682−13.4% | Reduced |
| Cigna Investments Inc | 30,277 | $2.82M | 0.41% | −1,227−3.9% | Reduced |
| Adviser Investments LLC | 30,245 | $2.82M | 0.03% | +3,359+12.5% | Added |
| Diversify Wealth Management, LLC | 30,081 | $2.81M | 0.13% | +1,195+4.1% | Added |
| Ci Investments Inc. | 30,192 | $2.81M | 0.01% | −92,696−75.4% | Reduced |
| Level Four Advisory Services, LLC | 30,124 | $2.81M | 0.09% | +4,753+18.7% | Added |
| Chicago Capital, LLC | 30,114 | $2.81M | 0.07% | +10,358+52.4% | Added |
| Independent Financial Group, LLC | 30,102 | $2.81M | 0.06% | −71−0.2% | Reduced |
| Mutual Advisors, LLC | 30,097 | $2.81M | 0.06% | +355+1.2% | Added |
| Acumen Wealth Advisors, LLC | 29,951 | $2.79M | 0.80% | +29,951 | New |
| First Citizens Bank & Trust Co | 29,889 | $2.79M | 0.06% | +677+2.3% | Added |
| Venture Visionary Partners LLC | 29,074 | $2.78M | 0.09% | −2,203−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 29,545 | $2.78M | 0.40% | +8,681+41.6% | Added |
| Argent Advisors, Inc. | 29,724 | $2.77M | 0.77% | −102−0.3% | Reduced |
| Shelton Wealth Management, LLC | 29,716 | $2.77M | 1.21% | +20+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 29,633 | $2.76M | 0.08% | +5,259+21.6% | Added |
| Neville Rodie & Shaw Inc | 29,602 | $2.76M | 0.19% | 00.0% | Unchanged |
| Focused Alpha, LLC | 29,595 | $2.76M | 0.81% | +29,595 | New |
| Xcel Wealth Management, LLC | 29,539 | $2.75M | 0.71% | −326−1.1% | Reduced |
| WealthShield Partners, LLC | 29,518 | $2.75M | 0.30% | +19,819+204.3% | Added |
| Aspire Private Capital, LLC | 29,508 | $2.75M | 0.61% | −911−3.0% | Reduced |
| Bailard, Inc. | 29,484 | $2.75M | 0.06% | −1,461−4.7% | Reduced |
| GM Advisory Group, Inc. | 29,450 | $2.74M | 0.11% | −1,498−4.8% | Reduced |
| National Asset Management, Inc. | 29,387 | $2.74M | 0.13% | −1,071−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 29,174 | $2.72M | 0.09% | −763−2.5% | Reduced |
| Coppell Advisory Solutions LLC | 28,815 | $2.72M | 0.27% | +299+1.0% | Added |
| Roxbury Financial LLC | 29,101 | $2.71M | 2.43% | −187−0.6% | Reduced |
| Scott & Selber, Inc. | 28,981 | $2.70M | 0.68% | −961−3.2% | Reduced |
| Royal Fund Management, LLC | 28,036 | $2.68M | 0.25% | +28,036 | New |
| U.S. Capital Wealth Advisors, LLC | 28,736 | $2.68M | 0.07% | +850+3.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28,708 | $2.68M | 0.51% | +371+1.3% | Added |
| Courier Capital LLC | 28,702 | $2.68M | 0.15% | −372−1.3% | Reduced |
| Savvy Advisors, Inc. | 28,694 | $2.67M | 0.09% | +9,141+46.7% | Added |
| NWF Advisory Services Inc. | 28,645 | $2.67M | 0.30% | −7,747−21.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 28,500 | $2.66M | 0.69% | −3,700−11.5% | Reduced |
| West Branch Capital LLC | 28,458 | $2.65M | 0.68% | +1,473+5.5% | Added |
| N.E.W. Advisory Services LLC | 28,443 | $2.65M | 0.20% | +154+0.5% | Added |
| Mystic Asset Management, Inc. | 28,350 | $2.64M | 0.60% | −170−0.6% | Reduced |
| LOM Asset Management Ltd | 28,343 | $2.64M | 0.77% | +3,206+12.8% | Added |
| Drucker Wealth 3.0, LLC | 28,276 | $2.64M | 0.46% | −4,132−12.7% | Reduced |
| Premier Path Wealth Partners, LLC | 28,266 | $2.63M | 0.34% | +2,708+10.6% | Added |
| ZWJ Investment Counsel Inc | 28,246 | $2.63M | 0.09% | −2,614−8.5% | Reduced |
| Carret Asset Management, LLC | 28,222 | $2.63M | 0.25% | −760−2.6% | Reduced |
| Central Pacific Bank - Trust Division | 28,178 | $2.63M | 0.32% | −975−3.3% | Reduced |
| Massmutual Trust Co FSB | 28,082 | $2.62M | 0.07% | −583−2.0% | Reduced |
| Cary Street Partners Financial LLC | 28,081 | $2.62M | 0.06% | −832−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 28,032 | $2.61M | 0.06% | −3,972−12.4% | Reduced |
| Sunbelt Securities, Inc. | 27,996 | $2.61M | 0.17% | +1,027+3.8% | Added |
| Stevens Capital Management LP | 27,853 | $2.60M | 0.91% | +14,774+113.0% | Added |
| Walter & Keenan Financial Consulting Co | 27,820 | $2.59M | 0.69% | +444+1.6% | Added |
| Rothschild Investment LLC | 27,741 | $2.59M | 0.14% | +336+1.2% | Added |
| Private Wealth Asset Management, LLC | 27,724 | $2.58M | 0.28% | −271−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 27,632 | $2.58M | 0.03% | −6,851−19.9% | Reduced |
| Iams Wealth Management, LLC | 27,574 | $2.57M | 0.93% | −2,956−9.7% | Reduced |
| Peoples Bank | 27,509 | $2.56M | 2.58% | −1,155−4.0% | Reduced |
| Bluebird Wealth Management LLC | 27,484 | $2.56M | 2.39% | +27,484 | New |
| Whittier Trust Co of Nevada Inc | 26,410 | $2.55M | 0.05% | −104−0.4% | Reduced |
| Trinity Financial Advisors LLC | 27,262 | $2.54M | 0.71% | +16+0.1% | Added |
| Mather Group, LLC. | 27,129 | $2.53M | 0.03% | +2,369+9.6% | Added |
| Harold Davidson & Associates Inc. | 27,059 | $2.52M | 1.12% | +198+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,880 | $2.51M | 0.12% | −42,140−61.1% | Reduced |
| Riverchase Wealth Management, LLC | 26,861 | $2.50M | 1.36% | −2,742−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 26,777 | $2.50M | 0.09% | +4,199+18.6% | Added |
| Pictet Bank & Trust Ltd | 26,765 | $2.49M | 2.99% | +847+3.3% | Added |
| Myriad Asset Management Advisors LLC | 26,749 | $2.49M | 0.77% | +26,749 | New |
| Peak Asset Management, LLC | 26,718 | $2.49M | 0.42% | −773−2.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 26,512 | $2.47M | 0.51% | +26,512 | New |
| Princeton Global Asset Management LLC | 26,246 | $2.45M | 0.40% | +578+2.3% | Added |
| Kingswood Wealth Advisors, LLC | 26,236 | $2.45M | 0.12% | +9,511+56.9% | Added |
| Everett Harris & Co | 26,166 | $2.44M | 0.03% | +185+0.7% | Added |
| LRI Investments, LLC | 26,088 | $2.43M | 0.20% | −196−0.7% | Reduced |
| Aventura Private Wealth, LLC | 25,965 | $2.42M | 0.87% | +218+0.8% | Added |
| CTC LLC | 25,963 | $2.42M | 0.22% | −11,499−30.7% | Reduced |
| Connable Office Inc | 25,932 | $2.42M | 0.22% | −39−0.2% | Reduced |
| One Wealth Advisors, LLC | 25,870 | $2.41M | 0.29% | −5,731−18.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 25,720 | $2.40M | 1.12% | +254+1.0% | Added |
| YHB Investment Advisors, Inc. | 25,701 | $2.40M | 0.17% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 25,674 | $2.39M | 0.14% | −65,281−71.8% | Reduced |
| National Philanthropic Trust | 25,510 | $2.38M | 0.02% | +110+0.4% | Added |
| CWC Advisors, LLC. | 25,437 | $2.37M | 1.14% | −119−0.5% | Reduced |
| Resources Management Corp | 25,365 | $2.36M | 0.31% | +462+1.9% | Added |
| Silvercrest Asset Management Group LLC | 25,330 | $2.36M | 0.02% | −636−2.4% | Reduced |
| Journey Strategic Wealth LLC | 25,142 | $2.34M | 0.06% | +188+0.8% | Added |
| Agf Management Ltd | 25,099 | $2.34M | 0.01% | −142−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 24,890 | $2.32M | 0.04% | +1,368+5.8% | Added |
| Everhart Financial Group, Inc. | 24,880 | $2.32M | 0.21% | +2,815+12.8% | Added |
| Wright Investors Service Inc | 24,790 | $2.31M | 0.69% | −72−0.3% | Reduced |
| Chemistry Wealth Management LLC | 24,750 | $2.31M | 0.43% | −209−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 24,721 | $2.30M | 0.30% | −164−0.7% | Reduced |
| Aviso Wealth Management | 24,613 | $2.29M | 0.96% | +203+0.8% | Added |
| Gilbert & Cook, Inc. | 24,591 | $2.29M | 0.29% | +2,741+12.5% | Added |
| Howard Capital Management Inc. | 24,541 | $2.29M | 0.03% | +130+0.5% | Added |
| Fort Sheridan Advisors LLC | 24,420 | $2.28M | 0.29% | +150+0.6% | Added |
| Fideuram Asset Management (Ireland) dac | 29,645 | $2.27M | 0.18% | +29,645 | New |
| First American Trust, FSB | 24,331 | $2.27M | 0.16% | −3,034−11.1% | Reduced |
| Diversify Advisory Services, LLC | 25,653 | $2.27M | 0.07% | −306−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 24,300 | $2.26M | 0.72% | −520−2.1% | Reduced |
| Victory Financial Group, LLC | 24,262 | $2.26M | 0.28% | +16,822+226.1% | Added |
| Insight Advisors, LLC | 24,259 | $2.26M | 0.34% | +148+0.6% | Added |
| Meridian Investment Counsel Inc. | 24,183 | $2.25M | 0.54% | −120−0.5% | Reduced |