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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 4,037 | $376.2K | 0.06% | +187+4.9% | Added |
| Weinberger Asset Management, Inc | 4,034 | $376.0K | 0.14% | −365−8.3% | Reduced |
| Next Level Private LLC | 4,034 | $375.9K | 0.10% | +968+31.6% | Added |
| CoreFirst Bank & Trust | 4,033 | $375.9K | 0.20% | −439−9.8% | Reduced |
| Myriad Asset Management US LP | 4,032 | $375.8K | 0.63% | −10,368−72.0% | Reduced |
| Charter Trust Co | 4,030 | $375.6K | 0.02% | −450−10.0% | Reduced |
| Peddock Capital Advisors, LLC | 4,024 | $375.1K | 0.08% | 00.0% | Unchanged |
| James Hambro & Partners | 4,019 | $374.7K | 0.01% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 4,012 | $373.9K | 0.27% | +1,158+40.6% | Added |
| Lawood & Co | 4,007 | $373.5K | 0.35% | +4,007 | New |
| Brady Family Wealth, LLC | 4,003 | $373.1K | 0.12% | +4,003 | New |
| United Bank | 4,000 | $372.8K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $372.8K | 0.17% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 4,000 | $372.8K | 0.02% | +4,000 | New |
| Simon Quick Advisors, LLC | 3,997 | $372.5K | 0.02% | +3,997 | New |
| MJP Associates Inc | 3,982 | $371.1K | 0.05% | +327+8.9% | Added |
| StoryOne LLC | 0 | $370.9K | 0.22% | 0 | New |
| Investment Advisory Group, LLC | 3,979 | $370.8K | 0.10% | −38−0.9% | Reduced |
| McMillan Office, Inc. | 3,978 | $370.8K | 0.04% | +3,978 | New |
| 10Elms LLP | 3,971 | $370.1K | 0.34% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,962 | $369.3K | 0.05% | −46−1.1% | Reduced |
| Kure Advisory, LLC | 3,959 | $369.0K | 0.21% | +3,959 | New |
| Paragon Private Wealth Management, LLC | 3,957 | $368.8K | 0.11% | +407+11.5% | Added |
| Ullmann Financial Group, Inc. | 4,239 | $368.7K | 0.04% | −500−10.6% | Reduced |
| Northcape Wealth Management, LLC | 3,955 | $368.6K | 0.10% | −179−4.3% | Reduced |
| Great Waters Wealth Management | 3,942 | $367.4K | 0.04% | −37−0.9% | Reduced |
| SJS Investment Consulting Inc. | 3,939 | $367.1K | 0.05% | +417+11.8% | Added |
| Integrity Wealth Advisors, Inc. | 3,927 | $366.0K | 0.26% | −3,216−45.0% | Reduced |
| Vicus Capital | 3,912 | $364.6K | 0.03% | −1,241−24.1% | Reduced |
| Argyle Capital Partners, LLC | 3,909 | $364.3K | 0.27% | −270−6.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,906 | $364.0K | 0.08% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,900 | $363.5K | 0.07% | −3,960−50.4% | Reduced |
| SFMG, LLC | 3,898 | $363.3K | 0.02% | +180+4.8% | Added |
| Madrona Financial Services, LLC | 3,893 | $362.8K | 0.08% | +31+0.8% | Added |
| DecisionMap Wealth Management, LLC | 3,888 | $362.4K | 0.22% | +919+31.0% | Added |
| Riverbend Wealth Management, LLC | 3,886 | $362.2K | 0.23% | +200+5.4% | Added |
| Adelphi Trust Co | 3,870 | $360.7K | 0.29% | +3,870 | New |
| Financial Network Wealth Advisors LLC | 3,869 | $360.6K | 0.38% | −47−1.2% | Reduced |
| Cooper Capital Advisors LLC | 3,867 | $360.4K | 0.23% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,861 | $359.8K | 0.31% | +3,861 | New |
| Brandywine Oak Private Wealth LLC | 3,853 | $359.1K | 0.03% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 3,852 | $359.0K | 0.05% | +3,852 | New |
| Arvest Investments, Inc. | 3,849 | $358.7K | 0.05% | +3,849 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $358.2K | 0.00% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 3,842 | $358.1K | 0.24% | −589−13.3% | Reduced |
| Granite Harbor Advisors, Inc. | 3,834 | $357.3K | 0.15% | −51−1.3% | Reduced |
| HRC Wealth Management, LLC | 3,832 | $357.2K | 0.17% | +11+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 3,832 | $357.1K | 0.25% | +3+0.1% | Added |
| Petix & Botte Co | 3,828 | $356.8K | 0.08% | 00.0% | Unchanged |
| United Wealth Management, LLC | 3,818 | $355.8K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,816 | $355.7K | 0.18% | −258−6.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,812 | $355.3K | 0.05% | −68−1.8% | Reduced |
| New World Advisors LLC | 3,808 | $354.9K | 0.06% | +334+9.6% | Added |
| Westhampton Capital, LLC | 3,800 | $354.2K | 0.17% | −1,975−34.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,800 | $354.2K | 0.31% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,791 | $353.3K | 0.05% | +961+34.0% | Added |
| BCR Wealth Strategies, LLC | 3,783 | $352.0K | 0.12% | +3,783 | New |
| Pinnacle Holdings, LLC | 3,772 | $351.6K | 0.12% | +1,200+46.7% | Added |
| Hazlett, Burt & Watson, Inc. | 3,756 | $351.0K | 0.11% | +353+10.4% | Added |
| Grove Street Fiduciary, LLC | 3,766 | $351.0K | 0.15% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 4,045 | $350.8K | 0.14% | +175+4.5% | Added |
| Reflection Asset Management | 3,761 | $350.5K | 0.25% | +3,761 | New |
| Princeton Capital Management LLC | 3,759 | $350.3K | 0.09% | +136+3.8% | Added |
| Adamsbrown Wealth Consultants LLC | 3,756 | $350.0K | 0.10% | +1,260+50.5% | Added |
| Elevatus Welath Management | 3,749 | $349.4K | 0.10% | +3,749 | New |
| Front Street Capital Management, Inc. | 3,743 | $349.0K | 0.05% | +273+7.9% | Added |
| Trustmark National Bank Trust Department | 3,734 | $348.0K | 0.02% | +263+7.6% | Added |
| X-Square Capital, LLC | 3,730 | $348.0K | 0.11% | +4+0.1% | Added |
| CM Wealth Advisors LLC | 3,728 | $347.4K | 0.08% | +3,728 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,722 | $346.9K | 0.11% | +180+5.1% | Added |
| Northland Securities, Inc. | 3,700 | $344.8K | 0.33% | +3,700 | New |
| Nolet Wealth Management, LLC | 3,697 | $344.6K | 0.19% | +3,697 | New |
| Rare Wolf Capital LLC | 3,695 | $344.4K | 0.22% | +3,695 | New |
| Outlook Wealth Advisors, LLC | 3,685 | $343.5K | 0.08% | +18+0.5% | Added |
| Concentric Capital Strategies, LP | 3,685 | $343.4K | 0.02% | +3,685 | New |
| Beck Mack & Oliver LLC | 3,682 | $343.2K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 3,680 | $343.0K | 0.06% | −113−3.0% | Reduced |
| Matauro, LLC | 3,680 | $343.0K | 0.05% | +3,680 | New |
| Convergence Financial, LLC | 3,674 | $342.4K | 0.05% | +16+0.4% | Added |
| Carbahal Olsen Financial Services Group, LLC | 3,672 | $342.2K | 0.26% | +12+0.3% | Added |
| Auctus Advisors LLC | 3,672 | $342.2K | 0.32% | +3,672 | New |
| Motive Wealth Advisors | 3,669 | $342.0K | 0.15% | +5+0.1% | Added |
| Financial Security Advisor, Inc. | 3,668 | $341.9K | 0.07% | −65−1.7% | Reduced |
| Embree Financial Group | 3,662 | $341.3K | 0.04% | +332+10.0% | Added |
| Lifelong Wealth Advisors, Inc. | 3,645 | $339.7K | 0.09% | +15+0.4% | Added |
| Beaumont Financial Advisors, LLC | 3,630 | $338.3K | 0.02% | +44+1.2% | Added |
| Financial Connections Group, Inc. | 3,624 | $337.0K | 0.12% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 3,606 | $336.1K | 0.09% | +548+17.9% | Added |
| Verity & Verity, LLC | 3,605 | $336.0K | 0.03% | −625−14.8% | Reduced |
| Parkway Wealth Management Group, LLC | 3,600 | $335.5K | 0.05% | +3,600 | New |
| May Hill Capital, LLC | 3,597 | $335.2K | 0.09% | +362+11.2% | Added |
| Colonial Trust Advisors | 3,594 | $335.0K | 0.03% | −292−7.5% | Reduced |
| Heritage Wealth Management, Inc. | 3,580 | $333.7K | 0.09% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,580 | $333.7K | 0.14% | +355+11.0% | Added |
| Cherry Tree Wealth Management, LLC | 3,579 | $333.6K | 0.07% | 00.0% | Unchanged |
| Blalock Williams, LLC | 3,577 | $333.4K | 0.27% | +408+12.9% | Added |
| Oregon Pacific Wealth Management, LLC | 3,575 | $333.2K | 0.34% | −82−2.2% | Reduced |
| Sandy Cove Advisors, LLC | 3,563 | $332.1K | 0.10% | +134+3.9% | Added |
| IFC Advisors LLC | 3,554 | $331.2K | 0.05% | +405+12.9% | Added |
| Five Oceans Advisors | 3,552 | $331.0K | 0.12% | +9+0.3% | Added |