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
- 2,827
- −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
- 1,189 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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 6,037 | $480.6K | 0.02% | +14+0.2% | Added |
| Wayfinding Financial, LLC | 6,042 | $481.0K | 0.21% | −78−1.3% | Reduced |
| Western Pacific Wealth Management, LP | 6,050 | $481.6K | 0.49% | 00.0% | Unchanged |
| Investment Research Partners LLC | 6,052 | $481.8K | 0.20% | −14−0.2% | Reduced |
| Wealth Science Advisors LLC | 5,179 | $482.7K | 0.27% | 00.0% | Unchanged |
| KWB Wealth | 5,199 | $484.5K | 0.05% | −3,487−40.1% | Reduced |
| Steinberganna Wealth Management | 6,087 | $484.6K | 0.23% | +52+0.9% | Added |
| RWM Asset Management, LLC | 6,091 | $484.9K | 0.05% | +6,091 | New |
| Baldwin Brothers Inc | 6,100 | $485.6K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6,134 | $488.3K | 0.10% | −42−0.7% | Reduced |
| Leo Wealth, LLC | 6,137 | $488.5K | 0.04% | +157+2.6% | Added |
| Sentinus, LLC | 6,145 | $489.2K | 0.04% | −26−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 6,152 | $489.8K | 0.04% | +15+0.2% | Added |
| First National Bank & Trust Co of Newtown | 6,159 | $490.3K | 0.11% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 6,170 | $491.2K | 0.15% | +390+6.7% | Added |
| Nwam LLC | 6,174 | $491.5K | 0.03% | −121−1.9% | Reduced |
| Basepoint Wealth LLC | 6,178 | $491.8K | 0.28% | −923−13.0% | Reduced |
| V-Square Quantitative Management LLC | 6,190 | $492.8K | 0.05% | +364+6.2% | Added |
| Wedge Capital Management L L P | 6,193 | $493.0K | 0.01% | +713+13.0% | Added |
| Jacobsen Capital Management | 6,198 | $493.4K | 0.17% | −38−0.6% | Reduced |
| Grant Private Wealth Management Inc | 6,211 | $494.5K | 0.26% | −119−1.9% | Reduced |
| ASL Financial, LLC | 6,233 | $496.2K | 0.40% | +14+0.2% | Added |
| Fortress Financial Group, LLC | 6,235 | $496.3K | 0.37% | −90−1.4% | Reduced |
| Alpha Advisors, LLC | 6,236 | $496.4K | 0.39% | −226−3.5% | Reduced |
| Tucker Asset Management LLC | 6,253 | $497.8K | 0.15% | −226−3.5% | Reduced |
| Atlas Brown,Inc. | 6,255 | $497.9K | 0.15% | +20+0.3% | Added |
| Ewa, LLC | 6,271 | $499.2K | 0.11% | +742+13.4% | Added |
| Iowa State Bank | 6,282 | $500.1K | 0.09% | 00.0% | Unchanged |
| New Hampshire Trust | 6,285 | $500.3K | 0.10% | −500−7.4% | Reduced |
| Simmons Bank | 6,289 | $500.7K | 0.03% | −70−1.1% | Reduced |
| Front Row Advisors LLC | 6,293 | $501.0K | 0.17% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 6,309 | $502.3K | 0.40% | +764+13.8% | Added |
| Fosun International Ltd | 6,316 | $502.8K | 0.13% | +1,618+34.4% | Added |
| Mezzasalma Advisors, LLC | 6,343 | $505.0K | 0.13% | +508+8.7% | Added |
| Key Client Fiduciary Advisors, LLC | 6,345 | $505.1K | 0.17% | +229+3.7% | Added |
| Algert Global LLC | 6,359 | $506.2K | 0.01% | +35+0.6% | Added |
| Traphagen Investment Advisors LLC | 6,362 | $506.4K | 0.04% | −374−5.6% | Reduced |
| Wealth Preservation Advisors, LLC | 6,379 | $507.8K | 0.42% | −10.0% | Reduced |
| RAM Investment Partners, LLC | 6,380 | $507.9K | 0.09% | +6,380 | New |
| M3 Advisory Group, LLC | 6,383 | $508.2K | 0.31% | −79−1.2% | Reduced |
| Sax Wealth Advisors, LLC | 5,454 | $508.4K | 0.02% | −747−12.0% | Reduced |
| Naples Global Advisors, LLC | 6,388 | $508.6K | 0.04% | +270+4.4% | Added |
| Hartford Financial Management Inc. | 6,400 | $509.5K | 0.13% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,405 | $509.9K | 0.06% | −528−7.6% | Reduced |
| PFC Capital Group, Inc. | 6,415 | $510.0K | 0.22% | +344+5.7% | Added |
| JFS Wealth Advisors, LLC | 6,406 | $510.0K | 0.03% | +61+1.0% | Added |
| Sym Financial Corp | 6,407 | $510.1K | 0.05% | +770+13.7% | Added |
| Sterneck Capital Management, LLC | 6,415 | $510.7K | 0.23% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,417 | $510.9K | 0.19% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,376 | $513.9K | 0.05% | −175−2.7% | Reduced |
| Cooper Financial Group | 6,456 | $513.9K | 0.05% | −575−8.2% | Reduced |
| Howard Financial Services, Ltd. | 6,466 | $514.7K | 0.06% | +2,978+85.4% | Added |
| Titleist Asset Management, LLC | 6,480 | $515.9K | 0.04% | +60+0.9% | Added |
| Red Reef Advisors LLC | 6,480 | $515.9K | 0.54% | −770−10.6% | Reduced |
| Summa Corp. | 6,500 | $517.5K | 0.21% | −335−4.9% | Reduced |
| Beta Wealth Group, Inc. | 6,505 | $517.9K | 0.21% | +202+3.2% | Added |
| Heartland Bank & Trust Co | 6,522 | $519.2K | 0.12% | +122+1.9% | Added |
| WealthTrust Axiom LLC | 6,551 | $521.5K | 0.13% | −62−0.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,566 | $522.7K | 0.02% | −918−12.3% | Reduced |
| First Command Advisory Services, Inc. | 6,572 | $523.2K | 0.00% | +679+11.5% | Added |
| Summit Wealth Group LLC | 6,575 | $523.4K | 0.06% | +1,549+30.8% | Added |
| Silver Oak Advisory Group, Inc. | 6,584 | $524.0K | 0.23% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 6,586 | $524.3K | 0.03% | −300−4.4% | Reduced |
| TFR Capital, LLC. | 6,600 | $525.4K | 0.16% | +406+6.6% | Added |
| Confluence Wealth Services, Inc. | 6,614 | $526.5K | 0.02% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 6,618 | $526.9K | 0.25% | −135−2.0% | Reduced |
| Piscataqua Savings Bank | 6,619 | $526.9K | 0.37% | 00.0% | Unchanged |
| Citizens Business Bank | 6,625 | $527.4K | 0.09% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 6,640 | $528.6K | 0.34% | +77+1.2% | Added |
| BlackDiamond Wealth Management Inc. | 6,647 | $529.2K | 0.26% | −40−0.6% | Reduced |
| Bridgewater Advisors Inc. | 7,265 | $529.3K | 0.03% | −522−6.7% | Reduced |
| Washington Trust Advisors, Inc. | 6,653 | $529.6K | 0.04% | −70−1.0% | Reduced |
| Axis Wealth Partners, LLC | 6,667 | $530.8K | 0.28% | +154+2.4% | Added |
| Weil Company, Inc. | 6,673 | $531.2K | 0.12% | 00.0% | Unchanged |
| Severin Investments, LLC | 6,692 | $532.7K | 0.46% | −8,403−55.7% | Reduced |
| Van Cleef Asset Management,Inc | 6,694 | $532.9K | 0.06% | −1,124−14.4% | Reduced |
| Vista Capital Partners, Inc. | 6,700 | $533.4K | 0.05% | +1,362+25.5% | Added |
| Intrua Financial, LLC | 6,716 | $534.6K | 0.06% | −706−9.5% | Reduced |
| Founders Financial Alliance, LLC | 6,717 | $534.8K | 0.10% | +1,774+35.9% | Added |
| Hidden Cove Wealth Management, LLC | 6,722 | $535.1K | 0.34% | +491+7.9% | Added |
| Seven Mile Advisory | 6,732 | $535.9K | 0.39% | −2,549−27.5% | Reduced |
| a16z Perennial Management, L.P. | 6,747 | $537.1K | 0.04% | −161−2.3% | Reduced |
| Drexel Morgan & Co. | 6,747 | $537.1K | 0.08% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 6,756 | $537.8K | 0.09% | +82+1.2% | Added |
| Inspire Advisors, LLC | 6,786 | $540.2K | 0.04% | +50+0.7% | Added |
| Allen Capital Group, LLC | 6,789 | $540.5K | 0.05% | −303−4.3% | Reduced |
| Whalerock Point Partners, LLC | 6,789 | $540.5K | 0.10% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,800 | $541.3K | 0.15% | −750−9.9% | Reduced |
| Inscription Capital, LLC | 6,802 | $541.5K | 0.06% | −1,180−14.8% | Reduced |
| Well Done, LLC | 6,807 | $541.9K | 0.08% | −313−4.4% | Reduced |
| Tranquility Partners, LLC | 6,808 | $542.0K | 0.20% | −90−1.3% | Reduced |
| Paradigm Capital Management, LLC | 6,809 | $542.0K | 0.50% | −950−12.2% | Reduced |
| Stratos Wealth Advisors, LLC | 6,810 | $542.2K | 0.03% | −2,055−23.2% | Reduced |
| Arsenal Capital Advisors LLC | 6,835 | $544.1K | 0.40% | −152−2.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,841 | $544.6K | 0.05% | −78−1.1% | Reduced |
| Virtue Capital Management, LLC | 7,118 | $546.7K | 0.08% | +391+5.8% | Added |
| Interchange Capital Partners, LLC | 7,485 | $547.3K | 0.18% | −3,010−28.7% | Reduced |
| Wallace Advisory Group, LLC | 6,879 | $547.6K | 0.58% | +96+1.4% | Added |
| Doliver Advisors, LP | 6,889 | $548.4K | 0.12% | −332−4.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,902 | $549.5K | 0.14% | +185+2.8% | Added |