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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 40,054 | $3.73M | 0.07% | −1,658−4.0% | Reduced |
| Greenwood Gearhart Inc | 39,939 | $3.72M | 0.20% | +27,700+226.3% | Added |
| Avestar Capital, LLC | 39,822 | $3.71M | 0.26% | +139+0.4% | Added |
| Genus Capital Management Inc. | 39,800 | $3.71M | 0.43% | +30,500+328.0% | Added |
| Vestmark Advisory Solutions, Inc. | 39,794 | $3.71M | 0.05% | −1,574−3.8% | Reduced |
| InvesTrust | 39,707 | $3.70M | 1.43% | −2,574−6.1% | Reduced |
| Arvest Bank Trust Division | 39,517 | $3.68M | 0.20% | +35,553+896.9% | Added |
| Trust Asset Management LLC | 39,476 | $3.68M | 0.25% | −1,492−3.6% | Reduced |
| L2 Asset Management, LLC | 39,077 | $3.64M | 0.49% | −16,270−29.4% | Reduced |
| Dynasty Wealth Management, LLC | 38,723 | $3.61M | 0.04% | +7,376+23.5% | Added |
| Apella Capital, LLC | 38,543 | $3.59M | 0.07% | −70−0.2% | Reduced |
| Grimes & Company, Inc. | 38,502 | $3.59M | 0.09% | −430−1.1% | Reduced |
| Jupiter Asset Management Ltd | 38,498 | $3.59M | 0.03% | −284,289−88.1% | Reduced |
| Evercore Wealth Management, LLC | 38,475 | $3.59M | 0.05% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 38,454 | $3.58M | 1.66% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 38,422 | $3.58M | 0.10% | +333+0.9% | Added |
| United Asset Strategies, Inc. | 38,381 | $3.58M | 0.28% | +695+1.8% | Added |
| Capital Asset Advisory Services LLC | 36,773 | $3.54M | 0.14% | −3,525−8.7% | Reduced |
| Capital Investment Counsel, Inc | 38,021 | $3.54M | 0.42% | −146−0.4% | Reduced |
| Franklin Street Advisors Inc | 37,760 | $3.52M | 0.20% | +154+0.4% | Added |
| Griffith & Werner, Inc. | 37,735 | $3.52M | 1.79% | +472+1.3% | Added |
| Glaxis Capital Management, LLC | 37,697 | $3.51M | 6.01% | +10,000+36.1% | Added |
| Aspen Grove Capital, LLC | 37,604 | $3.50M | 0.61% | −71−0.2% | Reduced |
| Congress Park Capital LLC | 37,596 | $3.50M | 1.05% | +868+2.4% | Added |
| Yarbrough Capital, LLC | 37,485 | $3.49M | 0.11% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 37,449 | $3.49M | 0.82% | +37,449 | New |
| American Money Management, LLC | 37,181 | $3.47M | 0.54% | +321+0.9% | Added |
| Frank, Rimerman Advisors LLC | 37,098 | $3.46M | 0.22% | +3,774+11.3% | Added |
| Marks Group Wealth Management, Inc | 37,075 | $3.46M | 0.33% | +3,149+9.3% | Added |
| Ronald Blue Trust, Inc. | 36,907 | $3.44M | 0.04% | −1,861−4.8% | Reduced |
| SBI Securities Co., Ltd. | 36,481 | $3.40M | 0.09% | +494+1.4% | Added |
| Moody National Bank Trust Division | 36,441 | $3.40M | 0.33% | −15,913−30.4% | Reduced |
| Silvant Capital Management LLC | 36,199 | $3.37M | 0.11% | +210+0.6% | Added |
| F/M Investments LLC | 36,185 | $3.37M | 0.13% | −7,917−18.0% | Reduced |
| Pring Turner Capital Group Inc | 36,080 | $3.36M | 2.08% | −645−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 35,997 | $3.35M | 0.03% | +2,217+6.6% | Added |
| Keystone Wealth Services, LLC | 35,973 | $3.35M | 0.71% | +10.0% | Added |
| S&CO Inc | 35,649 | $3.32M | 0.21% | −7,929−18.2% | Reduced |
| Tulsa Wealth Advisors, INC | 35,627 | $3.32M | 1.10% | +35,627 | New |
| Bryn Mawr Trust Co | 35,615 | $3.32M | 0.08% | −852−2.3% | Reduced |
| Marco Investment Management LLC | 35,451 | $3.30M | 0.25% | −200−0.6% | Reduced |
| Wesbanco Bank Inc | 35,433 | $3.30M | 0.09% | −951−2.6% | Reduced |
| Diversified Trust Co | 35,285 | $3.29M | 0.06% | +13,196+59.7% | Added |
| David Loasby | 34,538 | $3.28M | 0.22% | −234−0.7% | Reduced |
| Marotta Asset Management | 35,131 | $3.27M | 0.61% | −50−0.1% | Reduced |
| Fiduciary Family Office, LLC | 34,959 | $3.26M | 0.94% | −634−1.8% | Reduced |
| Golden State Equity Partners | 34,943 | $3.26M | 0.53% | +207+0.6% | Added |
| Soltis Investment Advisors LLC | 34,593 | $3.22M | 0.21% | +4,930+16.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,522 | $3.22M | 0.13% | −2,100−5.7% | Reduced |
| Snowden Capital Advisors LLC | 34,482 | $3.21M | 0.08% | +893+2.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,454 | $3.21M | 0.43% | +45+0.1% | Added |
| Stableford Capital II LLC | 34,438 | $3.21M | 1.16% | −2,162−5.9% | Reduced |
| GHP Investment Advisors, Inc. | 34,311 | $3.20M | 0.13% | +431+1.3% | Added |
| Intact Investment Management Inc. | 34,100 | $3.18M | 0.09% | −21,200−38.3% | Reduced |
| Cidel Asset Management Inc | 33,993 | $3.17M | 0.22% | −1,277−3.6% | Reduced |
| Profund Advisors LLC | 33,988 | $3.17M | 0.10% | −9,685−22.2% | Reduced |
| Chicago Partners Investment Group LLC | 36,397 | $3.17M | 0.08% | +1,110+3.1% | Added |
| Tradition Wealth Management, LLC | 33,931 | $3.16M | 0.23% | +127+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 33,847 | $3.15M | 0.21% | +1,570+4.9% | Added |
| NBT Bank N A | 33,839 | $3.15M | 0.20% | −712−2.1% | Reduced |
| GeoWealth Management, LLC | 33,815 | $3.15M | 0.12% | +500+1.5% | Added |
| New Age Alpha Advisors, LLC | 33,735 | $3.14M | 0.14% | −7,877−18.9% | Reduced |
| Fisher Asset Management, LLC | 33,637 | $3.13M | 0.00% | +12,065+55.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 33,551 | $3.13M | 0.01% | +9,321+38.5% | Added |
| Syon Capital LLC | 33,422 | $3.11M | 0.16% | +1,351+4.2% | Added |
| Bennett Selby Investments LP | 33,180 | $3.09M | 1.00% | +50.0% | Added |
| Massachusetts Wealth Management | 33,050 | $3.08M | 1.43% | +333+1.0% | Added |
| Heritage Family Offices, LLP | 32,800 | $3.06M | 1.39% | +19,869+153.7% | Added |
| Lummis Asset Management, LP | 32,583 | $3.04M | 1.87% | −767−2.3% | Reduced |
| Arete Wealth Advisors, LLC | 32,532 | $3.03M | 0.21% | +3,066+10.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,410 | $3.02M | 1.18% | +122+0.4% | Added |
| Advocate Group LLC | 32,367 | $3.02M | 0.49% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 32,273 | $3.01M | 0.26% | 00.0% | Unchanged |
| Shelton Capital Management | 32,229 | $3.00M | 0.06% | −25,749−44.4% | Reduced |
| Thoroughbred Financial Services, LLC | 32,085 | $2.99M | 0.18% | +552+1.8% | Added |
| AF Advisors, Inc. | 32,040 | $2.99M | 1.13% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 31,955 | $2.98M | 1.17% | +31,955 | New |
| Central Trust Co | 31,939 | $2.98M | 0.06% | −5,899−15.6% | Reduced |
| JT Stratford LLC | 31,884 | $2.97M | 0.38% | +3,033+10.5% | Added |
| Harbour Investments, Inc. | 31,821 | $2.97M | 0.06% | +1,642+5.4% | Added |
| Avantra Family Wealth, Inc. | 31,725 | $2.96M | 2.14% | +188+0.6% | Added |
| Revisor Wealth Management LLC | 32,536 | $2.95M | 0.79% | +15,683+93.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 31,549 | $2.94M | 1.81% | −1,722−5.2% | Reduced |
| Naviter Wealth, LLC | 31,545 | $2.94M | 0.38% | −6,205−16.4% | Reduced |
| Argus Investors' Counsel, Inc. | 31,416 | $2.93M | 2.34% | +89+0.3% | Added |
| DRW Securities, LLC | 31,398 | $2.92M | 0.22% | −104,216−76.8% | Reduced |
| Applied Capital LLC | 31,184 | $2.91M | 1.99% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 31,168 | $2.90M | 0.20% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 31,150 | $2.90M | 0.20% | +750+2.5% | Added |
| Islay Capital Management, LLC | 31,072 | $2.90M | 1.70% | −483−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 31,012 | $2.89M | 0.02% | −146,338−82.5% | Reduced |
| Johnson Investment Counsel Inc | 30,995 | $2.89M | 0.02% | −400−1.3% | Reduced |
| Portfolio Design Labs, LLC | 30,886 | $2.88M | 0.47% | +288+0.9% | Added |
| Auxier Asset Management | 30,627 | $2.85M | 0.40% | −1,000−3.2% | Reduced |
| Westmount Partners, LLC | 30,595 | $2.85M | 0.71% | −80.0% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $2.85M | 0.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 30,557 | $2.85M | 0.05% | +6,299+26.0% | Added |
| Smith Shellnut Wilson LLC | 30,473 | $2.84M | 1.09% | −449−1.5% | Reduced |
| Pacifica Partners Inc. | 29,811 | $2.84M | 1.26% | −240−0.8% | Reduced |
| Shepherd Street Advisors LLC | 30,397 | $2.83M | 2.72% | +30,397 | New |