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 |
|---|---|---|---|---|---|
| Arsenal Capital Advisors LLC | 6,987 | $651.2K | 0.46% | +6,987 | New |
| SNS Financial Group, LLC | 6,954 | $648.1K | 0.06% | −72−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 6,933 | $646.1K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 6,919 | $644.9K | 0.07% | +24+0.3% | Added |
| a16z Perennial Management, L.P. | 6,908 | $643.8K | 0.05% | +324+4.9% | Added |
| Selby Wealth Management, LLC | 6,904 | $643.5K | 0.26% | +6,904 | New |
| Tranquility Partners, LLC | 6,898 | $642.9K | 0.23% | −476−6.5% | Reduced |
| Peak Retirement Planning, Inc. | 6,895 | $642.6K | 0.15% | −295−4.1% | Reduced |
| Fairview Capital Investment Management, LLC | 6,886 | $641.8K | 0.03% | −44−0.6% | Reduced |
| Virtue Capital Management, LLC | 6,727 | $640.4K | 0.10% | −16,794−71.4% | Reduced |
| Summa Corp. | 6,835 | $637.0K | 0.27% | +6+0.1% | Added |
| Occidental Asset Management, LLC | 6,796 | $633.4K | 0.08% | +570+9.2% | Added |
| Whalerock Point Partners, LLC | 6,789 | $632.7K | 0.12% | −904−11.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,687 | $632.6K | 0.31% | +64+1.0% | Added |
| New Hampshire Trust | 6,785 | $632.4K | 0.12% | 00.0% | Unchanged |
| Dorato Capital Management | 7,085 | $632.3K | 0.47% | +7,085 | New |
| Wallace Advisory Group, LLC | 6,783 | $632.2K | 0.66% | −3,490−34.0% | Reduced |
| Integral Investment Advisors, Inc. | 6,782 | $632.0K | 0.16% | +2,244+49.4% | Added |
| Canopy Partners, LLC | 6,780 | $631.9K | 0.21% | +126+1.9% | Added |
| Salomon & Ludwin, LLC | 6,551 | $631.4K | 0.06% | −54−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 6,753 | $629.4K | 0.07% | +1,571+30.3% | Added |
| Cornerstone Wealth Advisors, Inc. | 6,750 | $629.1K | 0.15% | −1,900−22.0% | Reduced |
| Sequent Asset Management, LLC | 6,753 | $629.0K | 0.28% | +472+7.5% | Added |
| Drexel Morgan & Co. | 6,747 | $628.8K | 0.10% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,736 | $627.8K | 0.06% | +1,133+20.2% | Added |
| Traphagen Investment Advisors LLC | 6,736 | $627.8K | 0.05% | +390+6.1% | Added |
| Washington Trust Advisors, Inc. | 6,723 | $626.6K | 0.05% | +1,636+32.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,717 | $626.0K | 0.17% | +2,569+61.9% | Added |
| Lynch & Associates | 6,713 | $625.7K | 0.12% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 6,674 | $622.0K | 0.11% | +202+3.1% | Added |
| Weil Company, Inc. | 6,673 | $621.9K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,668 | $621.4K | 0.03% | −1,035−13.4% | Reduced |
| Citizens Business Bank | 6,625 | $617.5K | 0.10% | −25−0.4% | Reduced |
| Fortitude Family Office, LLC | 6,625 | $617.5K | 0.14% | +5+0.1% | Added |
| Piscataqua Savings Bank | 6,619 | $616.9K | 0.43% | −65−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 6,614 | $616.4K | 0.03% | −619−8.6% | Reduced |
| WealthTrust Axiom LLC | 6,613 | $616.3K | 0.16% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 6,584 | $613.0K | 0.28% | −420−6.0% | Reduced |
| Petros Family Wealth, LLC | 6,576 | $612.9K | 0.41% | +818+14.2% | Added |
| Patrick M Sweeney & Associates, Inc | 6,563 | $611.7K | 0.38% | +193+3.0% | Added |
| Sound Income Strategies, LLC | 6,913 | $611.0K | 0.03% | −395−5.4% | Reduced |
| Axis Wealth Partners, LLC | 6,513 | $607.0K | 0.34% | −126−1.9% | Reduced |
| Tucker Asset Management LLC | 6,479 | $603.8K | 0.18% | −544−7.7% | Reduced |
| Novare Capital Management LLC | 6,474 | $603.4K | 0.05% | +294+4.8% | Added |
| M3 Advisory Group, LLC | 6,462 | $602.3K | 0.37% | +91+1.4% | Added |
| Alpha Advisors, LLC | 6,462 | $602.2K | 0.46% | +276+4.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 6,448 | $601.0K | 0.14% | +6,448 | New |
| Spartan Planning & Wealth Management | 6,434 | $599.6K | 0.44% | +403+6.7% | Added |
| Capital Advisors Inc | 6,431 | $599.4K | 0.01% | +1,179+22.4% | Added |
| CVA Family Office, LLC | 6,425 | $598.8K | 0.07% | −19−0.3% | Reduced |
| Titleist Asset Management, LLC | 6,420 | $598.3K | 0.05% | +702+12.3% | Added |
| Legacy Bridge, LLC | 6,417 | $598.1K | 0.24% | +188+3.0% | Added |
| Sterneck Capital Management, LLC | 6,415 | $597.9K | 0.27% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 6,400 | $596.5K | 0.25% | −53−0.8% | Reduced |
| Hartford Financial Management Inc. | 6,400 | $596.5K | 0.15% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6,380 | $594.6K | 0.30% | +5+0.1% | Added |
| Simmons Bank | 6,359 | $592.7K | 0.04% | +116+1.9% | Added |
| MinichMacGregor Wealth Management, LLC | 6,358 | $592.6K | 0.11% | +1,502+30.9% | Added |
| Red Door Wealth Management, LLC | 6,352 | $592.0K | 0.06% | −10−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 6,345 | $591.4K | 0.03% | −1,634−20.5% | Reduced |
| Grant Private Wealth Management Inc | 6,330 | $590.0K | 0.36% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 6,325 | $589.5K | 0.44% | +16+0.3% | Added |
| Algert Global LLC | 6,324 | $589.4K | 0.01% | +1,603+34.0% | Added |
| Schulhoff & Co Inc | 6,309 | $588.0K | 0.25% | +20.0% | Added |
| Beta Wealth Group, Inc. | 6,303 | $587.5K | 0.24% | +10.0% | Added |
| Root Financial Partners, LLC | 6,300 | $587.2K | 0.03% | +674+12.0% | Added |
| Front Row Advisors LLC | 6,293 | $586.5K | 0.20% | 00.0% | Unchanged |
| Iowa State Bank | 6,282 | $585.5K | 0.11% | −50−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,250 | $582.5K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 6,236 | $581.2K | 0.19% | −62−1.0% | Reduced |
| Atlas Brown,Inc. | 6,235 | $581.1K | 0.17% | +6+0.1% | Added |
| Hidden Cove Wealth Management, LLC | 6,231 | $580.7K | 0.38% | +283+4.8% | Added |
| ASL Financial, LLC | 6,219 | $579.6K | 0.46% | +6,219 | New |
| Novem Group | 6,207 | $578.5K | 0.07% | +15+0.2% | Added |
| Sax Wealth Advisors, LLC | 6,201 | $578.0K | 0.03% | −327−5.0% | Reduced |
| TFR Capital, LLC. | 6,194 | $577.3K | 0.19% | −62−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 6,193 | $577.2K | 0.17% | +109+1.8% | Added |
| Kelsey Financial, LLC | 6,182 | $576.2K | 0.49% | +6,182 | New |
| Basecamp Wealth Advisors LLC | 6,176 | $575.6K | 0.12% | +6,176 | New |
| Summit Wealth & Retirement Planning, Inc. | 6,173 | $575.4K | 0.14% | +2,811+83.6% | Added |
| Sentinus, LLC | 6,171 | $575.2K | 0.06% | +1,344+27.8% | Added |
| First National Bank & Trust Co of Newtown | 6,159 | $574.0K | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,149 | $573.1K | 0.02% | +420+7.3% | Added |
| Legacy Advisors, LLC | 6,144 | $572.6K | 0.06% | +784+14.6% | Added |
| Cardiff Park Advisors, LLC | 6,137 | $571.9K | 0.05% | +15+0.2% | Added |
| Naples Global Advisors, LLC | 6,118 | $570.2K | 0.04% | −801−11.6% | Reduced |
| EFG International AG | 6,116 | $570.0K | 0.01% | +6,116 | New |
| Wayfinding Financial, LLC | 6,120 | $570.0K | 0.24% | −197−3.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,116 | $570.0K | 0.20% | +14+0.2% | Added |
| Baldwin Brothers Inc | 6,100 | $568.5K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,080 | $566.8K | 0.21% | −260−4.1% | Reduced |
| Hohimer Wealth Management, LLC | 6,078 | $566.4K | 0.08% | +30.0% | Added |
| Investment Research Partners LLC | 6,066 | $565.4K | 0.24% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 6,071 | $565.0K | 0.23% | +80+1.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,054 | $564.2K | 0.06% | −156−2.5% | Reduced |
| Western Pacific Wealth Management, LP | 6,050 | $563.8K | 0.55% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 6,035 | $562.5K | 0.26% | +465+8.3% | Added |
| Triasima Portfolio Management inc. | 6,030 | $562.0K | 0.08% | −1,450−19.4% | Reduced |
| First National Bank of Hutchinson | 6,029 | $561.9K | 0.33% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 6,028 | $561.8K | 0.15% | +41+0.7% | Added |