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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 4,514 | $420.7K | 0.14% | +348+8.4% | Added |
| Range Advisory, LLC | 4,509 | $420.2K | 0.11% | +4,509 | New |
| Saxon Interests, Inc. | 4,506 | $420.0K | 0.15% | +321+7.7% | Added |
| Bernardo Wealth Planning LLC | 4,491 | $418.5K | 0.08% | +291+6.9% | Added |
| AA Financial Advisors, LLC | 4,480 | $417.5K | 0.08% | −393−8.1% | Reduced |
| LeConte Wealth Management, LLC | 4,471 | $416.7K | 0.27% | +348+8.4% | Added |
| Ashton Thomas Securities, LLC | 4,468 | $416.4K | 0.08% | +3+0.1% | Added |
| Focused Wealth Management, Inc | 4,464 | $416.0K | 0.04% | −486−9.8% | Reduced |
| Johnson & White Wealth Management, LLC | 4,462 | $415.9K | 0.18% | −34−0.8% | Reduced |
| Blue Barn Wealth, LLC | 4,451 | $414.9K | 0.60% | −2,614−37.0% | Reduced |
| Lynch Investment Planning, LLC | 4,451 | $414.8K | 0.40% | +4,451 | New |
| Southland Equity Partners LLC | 4,446 | $414.4K | 0.08% | +6+0.1% | Added |
| First Heartland Consultants, Inc. | 4,445 | $414.2K | 0.03% | −351−7.3% | Reduced |
| Symphony Financial, Ltd. Co. | 4,401 | $414.2K | 0.06% | +48+1.1% | Added |
| TSG Advice Partners, LLC | 4,441 | $413.9K | 0.06% | +4,441 | New |
| Omnia Family Wealth, LLC | 4,440 | $413.8K | 0.12% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,432 | $413.1K | 0.17% | 00.0% | Unchanged |
| Narwhal Capital Management | 4,431 | $413.0K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,429 | $412.8K | 0.08% | +332+8.1% | Added |
| EdgeRock Capital LLC | 4,429 | $412.8K | 0.11% | +288+7.0% | Added |
| First American Bank | 4,422 | $412.1K | 0.02% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,417 | $411.7K | 0.43% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 4,400 | $410.1K | 0.10% | 00.0% | Unchanged |
| DV Equities, LLC | 4,393 | $409.4K | 0.07% | +4,393 | New |
| MKT Advisors LLC | 4,240 | $408.7K | 0.14% | +10.0% | Added |
| Asset Dedication, LLC | 4,385 | $408.7K | 0.03% | −708−13.9% | Reduced |
| Concentrum Wealth Management | 4,378 | $408.0K | 0.11% | −204−4.5% | Reduced |
| Kondo Wealth Advisors, Inc. | 4,364 | $406.7K | 0.16% | +4,364 | New |
| Professional Financial Advisors, LLC | 4,364 | $406.7K | 0.08% | +21+0.5% | Added |
| American Trust | 4,353 | $405.7K | 0.03% | +61+1.4% | Added |
| Impact Capital Partners LLC | 4,339 | $404.4K | 0.12% | −8−0.2% | Reduced |
| Capital Analysts, LLC | 4,342 | $404.0K | 0.01% | +368+9.3% | Added |
| Leuthold Group, LLC | 4,334 | $403.9K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,333 | $403.8K | 0.02% | −399−8.4% | Reduced |
| Twin Focus Capital Partners, LLC | 4,326 | $403.2K | 0.05% | +279+6.9% | Added |
| Evolution Advisers, Inc. | 4,334 | $403.0K | 0.17% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,321 | $402.7K | 0.05% | −510−10.6% | Reduced |
| Cogent Private Wealth, Inc. | 4,318 | $402.4K | 0.31% | +4,318 | New |
| 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 |
| Circle Wealth Management, LLC | 4,308 | $401.5K | 0.01% | +240+5.9% | Added |
| Osterweis Capital Management Inc | 4,307 | $401.4K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,307 | $401.4K | 0.05% | +44+1.0% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $400.2K | 0.12% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,294 | $400.2K | 0.05% | +449+11.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,288 | $399.6K | 0.17% | +12+0.3% | Added |
| Ellenbecker Investment Group | 4,278 | $398.8K | 0.06% | +294+7.4% | Added |
| Trust Co of Virginia | 4,276 | $398.5K | 0.03% | +200+4.9% | Added |
| Aviance Capital Partners, LLC | 4,276 | $398.5K | 0.05% | +532+14.2% | Added |
| Quadrature Capital Ltd | 4,273 | $398.2K | 0.00% | +4,273 | New |
| Bill Few Associates, Inc. | 4,263 | $397.3K | 0.10% | 00.0% | Unchanged |
| 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 |
| Stronghold Wealth Management L.L.C. | 4,254 | $396.5K | 0.59% | +4,254 | New |
| Towerpoint Wealth, LLC | 4,249 | $396.0K | 0.16% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 4,247 | $395.8K | 0.24% | +1,108+35.3% | Added |
| Mokosak Advisory Group, LLC | 4,243 | $395.5K | 0.10% | −922−17.9% | Reduced |
| Chesapeake Wealth Management | 4,240 | $395.2K | 0.12% | 00.0% | Unchanged |
| 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 |
| Prosperity Bancshares Inc | 4,232 | $394.4K | 0.36% | +4,232 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,226 | $393.9K | 0.08% | +4,226 | New |
| Centurion Wealth Management LLC | 4,215 | $392.9K | 0.09% | +56+1.3% | Added |
| Centennial Wealth Advisory LLC | 4,203 | $391.8K | 0.10% | +246+6.2% | Added |
| Wealthquest Corp | 4,192 | $390.7K | 0.03% | +4,192 | New |
| Capital Management Associates, Inc | 4,183 | $389.9K | 0.09% | −3,240−43.6% | Reduced |
| Laraway Financial Inc | 4,181 | $389.7K | 0.25% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,181 | $389.7K | 0.03% | +1,914+84.4% | Added |
| Camden National Bank | 4,176 | $389.2K | 0.05% | +378+10.0% | Added |
| Old Mission Investment Co LLC | 4,176 | $389.2K | 0.09% | +300+7.7% | Added |
| Ellis Investment Partners, LLC | 4,169 | $388.6K | 0.07% | +15+0.4% | Added |
| Grove Bank & Trust | 4,168 | $388.5K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 4,159 | $387.6K | 0.30% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,157 | $387.4K | 0.07% | −600−12.6% | Reduced |
| Octavia Wealth Advisors, LLC | 4,168 | $387.3K | 0.04% | −6−0.1% | Reduced |
| Fedenia Advisers LLC | 4,155 | $387.2K | 0.15% | −64−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,154 | $387.2K | 0.09% | +53+1.3% | Added |
| Piedmont Capital Management, LLC | 4,140 | $385.8K | 0.25% | +4,140 | New |
| S Harris Financial Group, LLC | 4,139 | $385.7K | 0.37% | +4,139 | New |
| Consolidated Planning Corp | 4,131 | $385.0K | 0.04% | −100−2.4% | Reduced |
| Landing Point Financial Group, LLC | 4,130 | $384.9K | 0.19% | −153−3.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,128 | $384.7K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 4,127 | $384.6K | 0.04% | +1,659+67.2% | Added |
| Brio Consultants, LLC | 4,123 | $384.2K | 0.05% | +327+8.6% | Added |
| Foresight Global Investors, Inc. | 4,117 | $383.7K | 0.18% | 00.0% | Unchanged |
| Vantus Wealth LLC | 4,113 | $383.3K | 0.28% | +4,113 | New |
| Legacy Wealth Advisors, LLC | 4,111 | $383.1K | 0.25% | +4,111 | New |
| Polymer Capital Management (US) LLC | 4,110 | $383.1K | 0.05% | −25,392−86.1% | Reduced |
| Madison Wealth Partners, Inc | 4,103 | $382.4K | 0.07% | +4,103 | New |
| Tobias Financial Advisors, Inc. | 4,101 | $382.3K | 0.05% | +711+21.0% | 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 |
| Lifeworks Advisors, LLC | 4,100 | $382.1K | 0.05% | +153+3.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,095 | $381.7K | 0.06% | −136−3.2% | Reduced |
| Koenig Investment Advisory, LLC | 4,387 | $378.6K | 0.31% | +4,387 | New |
| Marex Group plc | 4,060 | $378.4K | 0.00% | +618+18.0% | Added |
| Ssi Investment Management LLC | 4,057 | $378.1K | 0.03% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 4,048 | $377.3K | 0.07% | +4,048 | New |
| Gillespie Robinson & Grimm Inc | 4,045 | $377.0K | 0.03% | +190+4.9% | Added |
| JGP Wealth Management, LLC | 4,044 | $376.9K | 0.04% | 00.0% | Unchanged |