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, 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 | 2,882 | $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, 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 |
|---|---|---|---|---|---|
| First Pacific Financial | 7,748 | $616.8K | 0.08% | +552+7.7% | Added |
| ZEGA Investments, LLC | 7,763 | $618.0K | 0.12% | −6−0.1% | Reduced |
| SageView Advisory Group, LLC | 7,798 | $620.8K | 0.02% | −5,381−40.8% | Reduced |
| First Western Trust Bank | 7,803 | $621.2K | 0.03% | −5−0.1% | Reduced |
| Elevate Wealth Advisory, Inc | 7,808 | $621.6K | 0.39% | +33+0.4% | Added |
| Altfest L J & Co Inc | 7,819 | $622.5K | 0.07% | −2,474−24.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,822 | $622.7K | 0.19% | −1,046−11.8% | Reduced |
| Facet Wealth, Inc. | 7,837 | $623.9K | 0.01% | −328−4.0% | Reduced |
| Annex Advisory Services, LLC | 7,884 | $627.7K | 0.01% | +470+6.3% | Added |
| FourThought Financial Partners, LLC | 7,895 | $628.5K | 0.05% | −630−7.4% | Reduced |
| Claro Advisors LLC | 7,897 | $628.7K | 0.08% | +87+1.1% | Added |
| Kagan Cocozza Asset Management | 7,918 | $630.4K | 0.44% | −290−3.5% | Reduced |
| Plan A Wealth LLC | 7,932 | $631.5K | 0.30% | −79−1.0% | Reduced |
| Wood Tarver Financial Group, LLC | 7,971 | $634.0K | 0.18% | +217+2.8% | Added |
| Elyxium Wealth, LLC | 7,982 | $635.4K | 0.20% | +295+3.8% | Added |
| Sawgrass Asset Management LLC | 7,991 | $636.2K | 0.10% | +421+5.6% | Added |
| Oak Grove Capital LLC | 8,000 | $636.9K | 0.11% | −1,493−15.7% | Reduced |
| Parkside Investments, LLC | 8,000 | $636.9K | 0.08% | 00.0% | Unchanged |
| STAR Financial Bank | 8,007 | $637.4K | 0.30% | +3,468+76.4% | Added |
| Old West Investment Management, LLC | 8,037 | $639.8K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 8,053 | $641.1K | 0.03% | +504+6.7% | Added |
| CFO4Life Group, LLC | 8,070 | $642.5K | 0.10% | +873+12.1% | Added |
| WSFS Capital Management, LLC | 8,157 | $649.4K | 0.03% | +2,695+49.3% | Added |
| Wealth Architects, LLC | 8,163 | $649.9K | 0.06% | −92−1.1% | Reduced |
| Sunflower Bank, N.A. | 8,185 | $651.6K | 0.17% | −85−1.0% | Reduced |
| Bouchey Financial Group Ltd | 7,576 | $651.7K | 0.05% | −16−0.2% | Reduced |
| MSH Capital Advisors LLC | 8,194 | $652.4K | 0.14% | +713+9.5% | Added |
| Global Trust Wealth Management LLC | 8,220 | $654.4K | 0.49% | −316−3.7% | Reduced |
| Legacy Financial Group LLC | 8,226 | $654.8K | 0.08% | +7+0.1% | Added |
| Twinbeech Capital LP | 8,262 | $657.7K | 0.07% | +8,262 | New |
| Cornerstone Advisory, LLC | 8,266 | $658.0K | 0.06% | +502+6.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,272 | $658.6K | 0.18% | −498−5.7% | Reduced |
| Zions Bancorporation, National Association | 8,300 | $660.8K | 0.04% | −5,159−38.3% | Reduced |
| JNBA Financial Advisors | 8,314 | $661.9K | 0.06% | −102−1.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 8,464 | $662.6K | 0.01% | −492−5.5% | Reduced |
| Eagle Global Advisors LLC | 8,328 | $663.0K | 0.02% | +50+0.6% | Added |
| Sterling Capital Management LLC | 8,330 | $663.2K | 0.01% | −78,496−90.4% | Reduced |
| Howard Bailey Securities, LLC | 8,333 | $663.4K | 0.27% | −163−1.9% | Reduced |
| Stonebridge Financial Group, LLC | 8,340 | $664.0K | 0.56% | +19+0.2% | Added |
| McAdam, LLC | 8,356 | $665.2K | 0.03% | −799−8.7% | Reduced |
| Tarbox Family Office, Inc. | 8,371 | $666.4K | 0.11% | −1,135−11.9% | Reduced |
| Fermata Advisors, LLC | 8,396 | $668.4K | 0.15% | +279+3.4% | Added |
| Cutler Investment Counsel LLC | 8,417 | $670.1K | 0.07% | +58+0.7% | Added |
| Credit Industriel Et Commercial | 8,425 | $670.7K | 0.11% | +3,265+63.3% | Added |
| Advisors Management Group Inc | 8,434 | $671.0K | 0.12% | +29+0.3% | Added |
| Ashton Thomas Securities, LLC | 8,434 | $671.4K | 0.08% | +3,966+88.8% | Added |
| Coastal Bridge Advisors, LLC | 8,458 | $673.4K | 0.05% | +300+3.7% | Added |
| Wellspring Financial Advisors, LLC | 8,467 | $674.1K | 0.05% | −239−2.7% | Reduced |
| Bedel Financial Consulting, Inc. | 8,472 | $674.4K | 0.08% | −261−3.0% | Reduced |
| Black Maple Capital Management LP | 8,500 | $676.7K | 0.52% | +8,500 | New |
| Everest Financial Group LLC | 8,504 | $677.0K | 0.11% | +4,959+139.9% | Added |
| Bingham Private Wealth, LLC | 8,509 | $677.4K | 0.54% | +1,388+19.5% | Added |
| Vermillion Wealth Management, Inc. | 8,521 | $678.4K | 0.27% | +38+0.4% | Added |
| Pines Wealth Management, LLC | 8,524 | $678.6K | 0.22% | +812+10.5% | Added |
| Advisortrust Partners, LLC | 8,560 | $681.5K | 0.28% | −1,970−18.7% | Reduced |
| Spirepoint Private Client, LLC | 8,593 | $684.1K | 0.07% | +858+11.1% | Added |
| Lauterbach Financial Advisors, LLC | 8,595 | $684.3K | 0.33% | +46+0.5% | Added |
| Axiom Investment Management LLC | 8,626 | $686.6K | 0.52% | +8,626 | New |
| Hudock, Inc. | 8,629 | $687.0K | 0.10% | +10.0% | Added |
| Natural Investments, LLC | 8,650 | $688.0K | 0.17% | +8,650 | New |
| Novare Capital Management LLC | 8,644 | $688.2K | 0.05% | +2,170+33.5% | Added |
| Regatta Capital Group, LLC | 8,648 | $688.5K | 0.10% | −490−5.4% | Reduced |
| Dakota Wealth Management | 8,668 | $690.0K | 0.01% | −34−0.4% | Reduced |
| Manchester Capital Management LLC | 8,672 | $690.4K | 0.10% | +244+2.9% | Added |
| Cim Investment Mangement Inc | 8,678 | $690.9K | 0.18% | −42−0.5% | Reduced |
| Old North State Trust, LLC | 8,691 | $692.0K | 0.41% | −258−2.9% | Reduced |
| Brio Consultants, LLC | 8,663 | $692.1K | 0.08% | +4,540+110.1% | Added |
| Onefund, LLC | 8,624 | $694.5K | 0.45% | −1,365−13.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,690 | $695.6K | 0.23% | +9,690 | New |
| Blueshift Asset Management, LLC | 8,739 | $695.7K | 0.21% | +8,739 | New |
| Financial Insights, Inc. | 8,755 | $697.0K | 0.23% | −223−2.5% | Reduced |
| Boston Private Wealth LLC | 8,758 | $697.2K | 0.05% | −1,533−14.9% | Reduced |
| Guardian Wealth Advisors, LLC | 8,759 | $697.3K | 0.04% | −549−5.9% | Reduced |
| Sheets Smith Wealth Management | 8,759 | $697.3K | 0.08% | +98+1.1% | Added |
| SmartHarvest Portfolios, LLC | 8,786 | $699.4K | 0.29% | −2,091−19.2% | Reduced |
| Cumberland Advisors Inc | 8,800 | $700.6K | 0.27% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 8,806 | $701.0K | 0.45% | −1,145−11.5% | Reduced |
| Baron Wealth Management LLC | 8,834 | $703.3K | 0.21% | −1,132−11.4% | Reduced |
| Stockman Wealth Management, Inc. | 8,836 | $703.4K | 0.08% | +2,083+30.8% | Added |
| Capital Advantage, Inc. | 8,856 | $705.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,654 | $705.7K | 0.05% | −227−2.6% | Reduced |
| Field & Main Bank | 8,867 | $705.9K | 0.21% | −100−1.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $706.5K | 0.21% | −1,160−11.6% | Reduced |
| Valmark Advisers, Inc. | 8,884 | $707.3K | 0.01% | −891−9.1% | Reduced |
| Tower Trust & Investment Co | 8,908 | $709.2K | 0.47% | 00.0% | Unchanged |
| North Forty Two & Co. | 8,908 | $709.2K | 0.66% | −400−4.3% | Reduced |
| Evermay Wealth Management LLC | 8,908 | $709.2K | 0.08% | −157−1.7% | Reduced |
| RD Lewis Holdings, Inc. | 8,255 | $710.1K | 0.62% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8,938 | $711.6K | 0.05% | +586+7.0% | Added |
| Patten & Patten Inc | 8,966 | $713.8K | 0.04% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,001 | $716.6K | 0.05% | +1,025+12.9% | Added |
| SGL Investment Advisors, Inc. | 9,754 | $717.7K | 0.27% | +290+3.1% | Added |
| Optas, LLC | 9,063 | $721.5K | 0.11% | −207−2.2% | Reduced |
| AlphaGrep UK Ltd | 9,069 | $722.0K | 0.21% | +9,069 | New |
| Monument Capital Management | 9,087 | $723.4K | 0.18% | −91−1.0% | Reduced |
| Quadcap Wealth Management, LLC | 9,112 | $725.4K | 0.08% | −235−2.5% | Reduced |
| XML Financial, LLC | 9,116 | $725.7K | 0.06% | +246+2.8% | Added |
| First American Trust, FSB | 9,120 | $726.0K | 0.05% | −15,211−62.5% | Reduced |
| Cape Investment Advisory, Inc. | 9,145 | $728.0K | 0.24% | +188+2.1% | Added |
| Jacobs & Co | 9,162 | $729.0K | 0.07% | 00.0% | Unchanged |