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 |
|---|---|---|---|---|---|
| Selby Wealth Management, LLC | 6,904 | $549.6K | 0.22% | 00.0% | Unchanged |
| one8zero8, LLC | 6,905 | $549.7K | 0.12% | −180−2.5% | Reduced |
| Ibex Wealth Advisors | 6,912 | $550.3K | 0.05% | −61,300−89.9% | Reduced |
| Charter Capital Management, LLC | 6,944 | $552.9K | 0.28% | +1,324+23.6% | Added |
| Sound Income Strategies, LLC | 6,881 | $554.4K | 0.03% | −32−0.5% | Reduced |
| Mirador Capital Partners LP | 6,991 | $556.6K | 0.08% | 00.0% | Unchanged |
| GLP Holdings LLLP | 7,117 | $556.6K | 0.57% | 00.0% | Unchanged |
| Hikari Power Ltd | 7,000 | $557.0K | 0.05% | −93,070−93.0% | Reduced |
| Burton Enright Welch | 6,997 | $557.1K | 0.08% | −186−2.6% | Reduced |
| Vanguard National Trust Co | 7,003 | $557.5K | 0.04% | +7,003 | New |
| Brown Miller Wealth Management, LLC | 7,003 | $557.5K | 0.16% | −195−2.7% | Reduced |
| Coastline Trust Co | 7,005 | $557.7K | 0.06% | −101−1.4% | Reduced |
| Means Investment Co., Inc. | 7,008 | $557.9K | 0.05% | +20+0.3% | Added |
| First National Bank | 7,009 | $558.0K | 0.28% | −155−2.2% | Reduced |
| Cambridge Advisors Inc. | 7,023 | $559.1K | 0.11% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 7,031 | $559.7K | 0.07% | +235+3.5% | Added |
| 55 North Private Wealth, LLC | 7,035 | $560.1K | 0.14% | −710−9.2% | Reduced |
| Mechanics Bank Trust Department | 7,045 | $560.9K | 0.08% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,054 | $561.6K | 0.05% | +100+1.4% | Added |
| Auxano Advisors, LLC | 7,071 | $562.9K | 0.11% | −670−8.7% | Reduced |
| Cambria Investment Management, L.P. | 7,073 | $563.1K | 0.03% | +1,268+21.8% | Added |
| Sky Investment Group LLC | 7,080 | $563.6K | 0.10% | −600−7.8% | Reduced |
| Summit Wealth Partners, LLC | 7,093 | $564.7K | 0.09% | +4,923+226.9% | Added |
| Red Door Wealth Management, LLC | 7,094 | $564.8K | 0.06% | +742+11.7% | Added |
| Cache Advisors, LLC | 7,100 | $565.2K | 0.07% | 00.0% | Unchanged |
| Cowa, LLC | 7,102 | $565.4K | 0.15% | −70−1.0% | Reduced |
| CoreCap Advisors, LLC | 7,118 | $566.7K | 0.02% | +969+15.8% | Added |
| Douglas Lane & Associates, LLC | 7,123 | $567.1K | 0.01% | −541−7.1% | Reduced |
| Maltese Capital Management LLC | 7,124 | $567.1K | 0.11% | −51,376−87.8% | Reduced |
| Birchwood Financial Partners, Inc. | 7,125 | $567.2K | 0.55% | −75−1.0% | Reduced |
| Convergence Financial, LLC | 7,132 | $567.8K | 0.06% | +3,458+94.1% | Added |
| Abacus Planning Group, Inc. | 7,135 | $568.1K | 0.08% | −650−8.3% | Reduced |
| Delta Investment Management, LLC | 7,143 | $568.7K | 0.10% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 7,161 | $570.1K | 0.17% | +1,735+32.0% | Added |
| Lynch & Associates | 7,163 | $570.2K | 0.11% | +450+6.7% | Added |
| Sippican Capital Advisors | 7,165 | $570.4K | 0.39% | −210−2.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,165 | $570.4K | 0.01% | −665−8.5% | Reduced |
| SlateStone Wealth, LLC | 7,167 | $571.0K | 0.05% | +7,167 | New |
| Lincoln Capital LLC | 7,201 | $573.3K | 0.11% | +20.0% | Added |
| Oxford Asset Management LLP | 7,202 | $573.4K | 0.23% | +7,202 | New |
| Legacy Capital Wealth Partners, LLC | 7,204 | $573.5K | 0.12% | −1,552−17.7% | Reduced |
| Alpha Family Trust | 7,220 | $574.8K | 0.28% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,221 | $574.9K | 0.10% | −296−3.9% | Reduced |
| Engineers Gate Manager LP | 7,234 | $575.9K | 0.01% | −3,407−32.0% | Reduced |
| Ironwood Investment Counsel, LLC | 7,238 | $576.2K | 0.08% | +30.0% | Added |
| Amarillo National Bank | 7,241 | $576.5K | 0.10% | +7,241 | New |
| Howe & Rusling Inc | 7,255 | $577.6K | 0.04% | −394−5.2% | Reduced |
| Tributary Capital Management, LLC | 7,280 | $579.6K | 0.06% | −175−2.3% | Reduced |
| Riverbend Wealth Management, LLC | 7,282 | $579.7K | 0.36% | +3,396+87.4% | Added |
| Magnus Financial Group LLC | 7,287 | $580.2K | 0.05% | −114−1.5% | Reduced |
| OneAscent Wealth Management LLC | 7,292 | $580.5K | 0.19% | −198−2.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 7,289 | $581.0K | 0.02% | −2,900−28.5% | Reduced |
| Papp L Roy & Associates | 7,310 | $582.0K | 0.07% | 00.0% | Unchanged |
| EFG International AG | 7,317 | $582.5K | 0.01% | +1,201+19.6% | Added |
| Lakeside Advisors, INC. | 7,325 | $583.1K | 0.39% | −200−2.7% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $583.9K | 0.20% | 00.0% | Unchanged |
| Verum Partners LLC | 7,353 | $585.4K | 0.11% | −43−0.6% | Reduced |
| E&G Advisors, LP | 7,357 | $585.7K | 0.13% | +5+0.1% | Added |
| Tradewinds Capital Management, LLC | 7,361 | $586.0K | 0.12% | +12+0.2% | Added |
| Crusonia Wealth Advisors LLC | 7,362 | $586.1K | 0.12% | +184+2.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,365 | $586.3K | 0.08% | −54−0.7% | Reduced |
| Tactive Advisors, LLC | 7,367 | $586.5K | 0.17% | −274−3.6% | Reduced |
| Connecticut Wealth Management, LLC | 7,401 | $589.2K | 0.02% | +274+3.8% | Added |
| Spinnaker Trust | 7,407 | $589.7K | 0.03% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 7,409 | $589.8K | 0.23% | +7,409 | New |
| BlueStem Wealth Partners, LLC | 7,424 | $591.1K | 0.07% | −138−1.8% | Reduced |
| Keystone Financial Group | 7,426 | $591.5K | 0.04% | +425+6.1% | Added |
| DRW Securities, LLC | 7,552 | $592.4K | 0.03% | −23,846−75.9% | Reduced |
| Cardinal Point Capital Management, ULC | 7,445 | $592.7K | 0.04% | +2,770+59.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,450 | $593.1K | 0.01% | −514−6.5% | Reduced |
| Oxford Financial Group Ltd | 7,467 | $594.4K | 0.03% | +799+12.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,473 | $594.9K | 0.15% | −272−3.5% | Reduced |
| Atala Financial Inc | 7,394 | $595.1K | 0.40% | −459−5.8% | Reduced |
| CVA Family Office, LLC | 7,496 | $596.8K | 0.06% | +1,071+16.7% | Added |
| Weaver Consulting Group | 7,511 | $598.0K | 0.14% | +68+0.9% | Added |
| Hardy Reed LLC | 7,521 | $598.7K | 0.04% | −591−7.3% | Reduced |
| Dorato Capital Management | 7,085 | $599.8K | 0.44% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,535 | $599.8K | 0.15% | +112+1.5% | Added |
| Winthrop Capital Management, LLC | 7,540 | $600.0K | 0.15% | −20−0.3% | Reduced |
| DV Trading LLC | 7,547 | $600.8K | 0.05% | +6,544+652.4% | Added |
| Capital Advisors Inc | 7,558 | $601.7K | 0.01% | +1,127+17.5% | Added |
| SilverOak Wealth Management LLC | 7,579 | $603.4K | 0.10% | −223−2.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,580 | $603.4K | 0.20% | −670−8.1% | Reduced |
| Marble Wealth, LLC | 7,587 | $604.0K | 0.11% | −5,306−41.2% | Reduced |
| Coastwise Capital Group, LLC | 7,606 | $605.5K | 0.34% | −4,004−34.5% | Reduced |
| TCTC Holdings, LLC | 7,607 | $605.6K | 0.02% | +17+0.2% | Added |
| Mosaic Financial Group, LLC | 7,618 | $606.0K | 0.43% | +45+0.6% | Added |
| Global Assets Advisory, LLC | 7,632 | $607.6K | 0.19% | +302+4.1% | Added |
| Heritage Investment Group, Inc. | 7,639 | $608.1K | 0.09% | −270−3.4% | Reduced |
| New Republic Capital, LLC | 7,648 | $608.9K | 0.21% | −5,074−39.9% | Reduced |
| DKM Wealth Management, Inc. | 7,669 | $610.6K | 0.44% | +51+0.7% | Added |
| MBL Wealth, LLC | 7,675 | $611.0K | 0.05% | +385+5.3% | Added |
| Monarch Capital Management Inc | 7,684 | $611.7K | 0.15% | −1,285−14.3% | Reduced |
| Radnor Capital Management, LLC | 7,686 | $611.9K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,688 | $612.0K | 0.07% | −16−0.2% | Reduced |
| Summit Asset Management, LLC | 7,695 | $612.6K | 0.09% | −60−0.8% | Reduced |
| Glaxis Capital Management, LLC | 7,697 | $612.8K | 0.77% | −30,000−79.6% | Reduced |
| MONECO Advisors, LLC | 7,709 | $613.7K | 0.05% | −148−1.9% | Reduced |
| Morris Retirement Advisors, LLC | 7,732 | $615.5K | 0.25% | +419+5.7% | Added |
| Equitable Trust Co | 7,734 | $615.7K | 0.03% | −112−1.4% | Reduced |