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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 7,857 | $732.3K | 0.06% | +673+9.4% | Added |
| Atala Financial Inc | 7,853 | $731.9K | 0.47% | 00.0% | Unchanged |
| Equitable Trust Co | 7,846 | $731.2K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 7,830 | $729.8K | 0.02% | −48−0.6% | Reduced |
| Van Cleef Asset Management,Inc | 7,818 | $728.6K | 0.07% | +10.0% | Added |
| Claro Advisors LLC | 7,810 | $727.9K | 0.10% | +183+2.4% | Added |
| First Western Trust Bank | 7,808 | $727.7K | 0.04% | +2,982+61.8% | Added |
| SilverOak Wealth Management LLC | 7,802 | $727.1K | 0.11% | +25+0.3% | Added |
| Abacus Planning Group, Inc. | 7,785 | $725.5K | 0.10% | +1,534+24.5% | Added |
| Elevate Wealth Advisory, Inc | 7,775 | $724.6K | 0.50% | +22+0.3% | Added |
| ZEGA Investments, LLC | 7,769 | $724.1K | 0.14% | +139+1.8% | Added |
| Cornerstone Advisory, LLC | 7,764 | $723.6K | 0.07% | +164+2.2% | Added |
| Paradigm Capital Management, LLC | 7,759 | $723.0K | 0.67% | +4,289+123.6% | Added |
| Summit Asset Management, LLC | 7,755 | $722.8K | 0.10% | +60+0.8% | Added |
| Wood Tarver Financial Group, LLC | 7,754 | $722.0K | 0.20% | +120+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 7,745 | $721.9K | 0.19% | +998+14.8% | Added |
| 55 North Private Wealth, LLC | 7,745 | $721.8K | 0.19% | +7,745 | New |
| Auxano Advisors, LLC | 7,741 | $721.4K | 0.14% | −306−3.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,740 | $721.4K | 0.11% | −211−2.7% | Reduced |
| Spirepoint Private Client, LLC | 7,735 | $720.9K | 0.07% | +606+8.5% | Added |
| Facet Wealth, Inc. | 8,165 | $718.8K | 0.01% | +3,954+93.9% | Added |
| Pines Wealth Management, LLC | 7,712 | $718.8K | 0.23% | −207−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,704 | $718.0K | 0.08% | −131−1.7% | Reduced |
| Elyxium Wealth, LLC | 7,687 | $716.4K | 0.20% | −64−0.8% | Reduced |
| Radnor Capital Management, LLC | 7,686 | $716.3K | 0.11% | −1,564−16.9% | Reduced |
| Sky Investment Group LLC | 7,680 | $715.8K | 0.12% | −20−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 7,664 | $714.3K | 0.01% | +606+8.6% | Added |
| Howe & Rusling Inc | 7,649 | $712.9K | 0.05% | +340+4.7% | Added |
| Tactive Advisors, LLC | 7,641 | $712.1K | 0.21% | −248−3.1% | Reduced |
| DKM Wealth Management, Inc. | 7,618 | $710.0K | 0.53% | +20.0% | Added |
| Bouchey Financial Group Ltd | 7,592 | $707.6K | 0.05% | +58+0.8% | Added |
| TCTC Holdings, LLC | 7,590 | $707.4K | 0.02% | +16+0.2% | Added |
| Mosaic Financial Group, LLC | 7,573 | $706.0K | 0.48% | +14+0.2% | Added |
| Sawgrass Asset Management LLC | 7,570 | $705.5K | 0.09% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7,560 | $705.0K | 0.16% | −24−0.3% | Reduced |
| BlueStem Wealth Partners, LLC | 7,562 | $704.8K | 0.08% | +230+3.1% | Added |
| Clear Street Markets LLC | 7,561 | $704.7K | 0.13% | +2,039+36.9% | Added |
| BigSur Wealth Management LLC | 7,550 | $703.7K | 0.17% | 00.0% | Unchanged |
| First Foundation Advisors | 7,549 | $703.6K | 0.03% | +2,622+53.2% | Added |
| Versant Capital Management, Inc | 7,549 | $703.5K | 0.09% | −728−8.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,105 | $702.3K | 0.16% | +5,640+228.8% | Added |
| Lakeside Advisors, INC. | 7,525 | $701.3K | 0.45% | +250+3.4% | Added |
| Mengis Capital Management, Inc. | 7,517 | $700.6K | 0.12% | +1,401+22.9% | Added |
| OneAscent Wealth Management LLC | 7,490 | $698.1K | 0.23% | −203−2.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,484 | $697.5K | 0.02% | −66−0.9% | Reduced |
| MSH Capital Advisors LLC | 7,481 | $697.2K | 0.15% | +367+5.2% | Added |
| Triad Wealth Partners, LLC | 7,459 | $695.1K | 0.07% | +3,501+88.5% | Added |
| Tributary Capital Management, LLC | 7,455 | $694.8K | 0.07% | −235−3.1% | Reduced |
| Weaver Consulting Group | 7,443 | $693.7K | 0.17% | +20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7,423 | $691.8K | 0.17% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,422 | $691.7K | 0.08% | +863+13.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,419 | $691.4K | 0.09% | −33−0.4% | Reduced |
| Annex Advisory Services, LLC | 7,414 | $691.0K | 0.01% | +1,391+23.1% | Added |
| Spinnaker Trust | 7,407 | $690.3K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 7,401 | $689.7K | 0.05% | +457+6.6% | Added |
| Verum Partners LLC | 7,396 | $689.3K | 0.14% | −12−0.2% | Reduced |
| Sippican Capital Advisors | 7,375 | $687.4K | 0.44% | −740−9.1% | Reduced |
| E&G Advisors, LP | 7,352 | $685.2K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7,349 | $684.9K | 0.14% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 7,238 | $684.8K | 0.14% | +1,823+33.7% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $683.6K | 0.19% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,330 | $683.2K | 0.20% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 7,313 | $681.6K | 0.29% | +589+8.8% | Added |
| Papp L Roy & Associates | 7,310 | $681.3K | 0.08% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 7,301 | $680.5K | 0.27% | +7,301 | New |
| Shufro Rose & Co LLC | 7,300 | $680.4K | 0.05% | −2,606−26.3% | Reduced |
| MBL Wealth, LLC | 7,290 | $679.4K | 0.05% | +1,250+20.7% | Added |
| Red Reef Advisors LLC | 7,250 | $675.7K | 0.69% | +7,250 | New |
| Ironwood Investment Counsel, LLC | 7,235 | $674.4K | 0.09% | −41−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 7,233 | $674.1K | 0.29% | −460−6.0% | Reduced |
| Doliver Advisors, LP | 7,221 | $673.0K | 0.17% | −454−5.9% | Reduced |
| Alpha Family Trust | 7,220 | $672.9K | 0.31% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 7,200 | $671.0K | 0.67% | +7,200 | New |
| Lincoln Capital LLC | 7,199 | $670.9K | 0.12% | +157+2.2% | Added |
| Brown Miller Wealth Management, LLC | 7,198 | $670.8K | 0.19% | −226−3.0% | Reduced |
| CFO4Life Group, LLC | 7,197 | $670.8K | 0.10% | −852−10.6% | Reduced |
| First Pacific Financial | 7,196 | $670.6K | 0.09% | +3,346+86.9% | Added |
| Bridgewater Advisors Inc. | 7,787 | $670.6K | 0.04% | +128+1.7% | Added |
| Burton Enright Welch | 7,183 | $669.5K | 0.09% | +125+1.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,182 | $669.4K | 0.12% | +46+0.6% | Added |
| Crusonia Wealth Advisors LLC | 7,178 | $669.0K | 0.15% | +7,178 | New |
| Cowa, LLC | 7,172 | $668.4K | 0.20% | +29+0.4% | Added |
| First National Bank | 7,164 | $667.7K | 0.36% | −400−5.3% | Reduced |
| Delta Investment Management, LLC | 7,143 | $665.7K | 0.12% | +66+0.9% | Added |
| Connecticut Wealth Management, LLC | 7,127 | $664.2K | 0.03% | −23−0.3% | Reduced |
| Bingham Private Wealth, LLC | 7,121 | $663.7K | 0.57% | +7,121 | New |
| Well Done, LLC | 7,120 | $663.6K | 0.10% | −18−0.3% | Reduced |
| GLP Holdings LLLP | 7,117 | $663.3K | 0.63% | +7,117 | New |
| Coastline Trust Co | 7,106 | $662.3K | 0.06% | −90−1.3% | Reduced |
| Basepoint Wealth LLC | 7,101 | $661.9K | 0.40% | −473−6.2% | Reduced |
| Cache Advisors, LLC | 7,100 | $661.7K | 0.08% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,092 | $661.0K | 0.06% | −1,254−15.0% | Reduced |
| one8zero8, LLC | 7,085 | $660.3K | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 7,045 | $656.6K | 0.09% | +3,261+86.2% | Added |
| Cooper Financial Group | 7,031 | $655.3K | 0.07% | +614+9.6% | Added |
| Cambridge Advisors Inc. | 7,023 | $654.6K | 0.12% | +10.0% | Added |
| Keystone Financial Group | 7,001 | $652.4K | 0.05% | +398+6.0% | Added |
| Kearns & Associates LLC | 7,000 | $652.4K | 0.34% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,991 | $651.6K | 0.09% | +1,555+28.6% | Added |
| Means Investment Co., Inc. | 6,988 | $651.3K | 0.05% | +18+0.3% | Added |