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, Q1 2026
Institutional positions in Wells Fargo & Company as of Mar 31, 2026. 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
- 2,828
- −37 vs. Q4 2025
- Shares held
- 2.32B
- +262.8M (+12.8%) vs. Q4 2025
- Total value
- $184.0B
- −$7.11B (−3.7%) vs. Q4 2025
- New holders
- 183
- 1,052 more added
- Sold out
- 220
- 1,190 more reduced
46 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairway Wealth LLC | 0 | $1 | 0.00% | −44−100.0% | Reduced |
| Westend Capital Management, LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $258 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 5 | $398 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 5 | $427 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8 | $637 | 0.00% | −2,963−99.7% | Reduced |
| USA Financial Portformulas Corp | 10 | $796 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 15 | $1.23K | 0.00% | −1,485−99.0% | Reduced |
| NorthAvenue LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 25 | $1.99K | 0.00% | +25 | New |
| Maseco LLP | 26 | $2.09K | 0.00% | −97−78.9% | Reduced |
| DecisionPoint Financial, LLC | 27 | $2.15K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 30 | $2.39K | 0.00% | −1−3.2% | Reduced |
| North Ridge Wealth Advisors, Inc. | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $2.79K | 0.00% | +35 | New |
| CBIZ Investment Advisory Services, LLC | 36 | $2.87K | 0.00% | −550−93.9% | Reduced |
| HFM Investment Advisors, LLC | 41 | $3.26K | 0.00% | −3−6.8% | Reduced |
| Investors Portfolio Services LLC | 45 | $3.40K | 0.00% | +5+12.5% | Added |
| Banque Transatlantique SA | 44 | $3.50K | 0.00% | +44 | New |
| Marathon Trading Investment Management LLC | 50 | $3.98K | 0.00% | −59,617−99.9% | Reduced |
| DAGCO, Inc. | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 55 | $4.38K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 63 | $5.02K | 0.00% | +55+687.5% | Added |
| Curio Wealth, LLC | 65 | $5.17K | 0.00% | +65 | New |
| Torren Management, LLC | 66 | $5.28K | 0.00% | −113−63.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 68 | $5.41K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $6.02K | 0.00% | +1+1.3% | Added |
| Sfam, LLC | 76 | $6.04K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 78 | $6.21K | 0.00% | +18+30.0% | Added |
| Imprint Wealth LLC | 80 | $6.37K | 0.03% | −142−64.0% | Reduced |
| Pinney & Scofield, Inc. | 82 | $6.53K | 0.00% | −99−54.7% | Reduced |
| Park Square Financial Group, LLC | 88 | $7.01K | 0.05% | −371−80.8% | Reduced |
| Provenance Wealth Advisors, LLC | 89 | $7.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 93 | $7.40K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 99 | $7.88K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $7.96K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $7.96K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 100 | $7.96K | 0.01% | +100 | New |
| Eukles Asset Management | 101 | $8.04K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 102 | $8.12K | 0.00% | −172−62.8% | Reduced |
| YANKCOM Partnership | 103 | $8.20K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 104 | $8.28K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 104 | $8.28K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 105 | $8.39K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 106 | $8.44K | 0.00% | +91+606.7% | Added |
| Magnolia Wealth Management, LLC | 106 | $8.44K | 0.00% | +106 | New |
| LGT Financial Advisors LLC | 107 | $8.52K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 107 | $8.56K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $8.60K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 109 | $8.68K | 0.08% | −12−9.9% | Reduced |
| United Financial Planning Group LLC | 110 | $8.76K | 0.01% | −5−4.3% | Reduced |
| Carolina Wealth Advisors, LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 118 | $9.39K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 122 | $10.1K | 0.01% | −150−55.1% | Reduced |
| Evolution Wealth Management Inc. | 142 | $11.3K | 0.01% | +126+787.5% | Added |
| Evelyn Partners Asset Management Ltd | 145 | $11.5K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 143 | $11.6K | 0.40% | +31+27.7% | Added |
| SWAN Capital LLC | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 157 | $12.1K | 0.01% | −37−19.1% | Reduced |
| Broadwater Capital Management LLC | 133 | $12.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 160 | $12.7K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 164 | $13.1K | 0.00% | +164 | New |
| IMA Wealth, Inc. | 166 | $13.2K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 169 | $13.5K | 0.01% | −54−24.2% | Reduced |
| Bare Financial Services, Inc | 170 | $13.5K | 0.00% | +102+150.0% | Added |
| POM Investment Strategies, LLC | 172 | $13.7K | 0.02% | +51+42.1% | Added |
| S&T Bank | 172 | $13.7K | 0.01% | +122+244.0% | Added |
| Napier Financial, LLC | 174 | $13.8K | 0.00% | +174 | New |
| Breakwater Investment Management | 178 | $14.2K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 180 | $14.4K | 0.01% | +180 | New |
| Proffitt & Goodson Inc | 183 | $14.6K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 189 | $15.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 207 | $16.5K | 0.05% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 212 | $16.9K | 0.01% | +212 | New |
| Rakuten Securities, Inc. | 218 | $17.4K | 0.01% | −661−75.2% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 219 | $17.4K | 0.01% | 00.0% | Unchanged |
| Mosley Wealth Management | 209 | $17.5K | 0.01% | +209 | New |
| Burk Holdings LLC | 226 | $18.0K | 0.01% | +226 | New |
| Hamrick Investment Counsel, llc | 226 | $18.0K | 0.01% | +226 | New |
| Principia Wealth Advisory, LLC | 227 | $18.1K | 0.01% | +19+9.1% | Added |
| Purpose Unlimited Inc. | 233 | $18.5K | 0.00% | +233 | New |
| GGM Financials LLC | 233 | $18.6K | 0.01% | +1+0.4% | Added |
| Holos Integrated Wealth LLC | 232 | $19.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 243 | $19.3K | 0.01% | −65−21.1% | Reduced |
| Synergy Investment Management, LLC | 247 | $19.7K | 0.01% | +247 | New |
| Toth Financial Advisory Corp | 247 | $19.7K | 0.00% | +8+3.3% | Added |
| Kozak & Associates, Inc. | 229 | $19.8K | 0.00% | +2+0.9% | Added |
| Coston, McIsaac & Partners | 263 | $20.0K | 0.00% | +1+0.4% | Added |
| Intentional Wealth Strategies, LLC | 256 | $20.4K | 0.02% | +256 | New |
| Copeland Capital Management, LLC | 258 | $20.5K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 270 | $21.5K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 278 | $22.1K | 0.02% | +11+4.1% | Added |
| Capula Management Ltd | 291 | $23.2K | 0.00% | +291 | New |
| Berbice Capital Management LLC | 300 | $23.9K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 309 | $24.6K | 0.02% | +1+0.3% | Added |
| Newton One Investments LLC | 313 | $24.9K | 0.01% | +2+0.6% | Added |