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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 14,821 | $1.18M | 0.04% | −795−5.1% | Reduced |
| Lipe & Dalton | 14,838 | $1.18M | 0.62% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 14,843 | $1.18M | 0.48% | −5,196−25.9% | Reduced |
| Peak Asset Management, LLC | 14,846 | $1.18M | 0.21% | −11,872−44.4% | Reduced |
| Royal Fund Management, LLC | 13,848 | $1.19M | 0.11% | −14,188−50.6% | Reduced |
| Cornerstone Wealth Management, LLC | 14,963 | $1.19M | 0.06% | −1,996−11.8% | Reduced |
| Hexagon Capital Partners LLC | 14,974 | $1.19M | 0.17% | +212+1.4% | Added |
| Hutner Capital Management Inc | 14,987 | $1.19M | 0.49% | −100−0.7% | Reduced |
| Principle Wealth Partners LLC | 15,026 | $1.20M | 0.07% | +268+1.8% | Added |
| Koshinski Asset Management, Inc. | 15,029 | $1.20M | 0.07% | +353+2.4% | Added |
| Hills Bank & Trust Co | 15,052 | $1.20M | 0.06% | −1,159−7.1% | Reduced |
| Forum Financial Management, LP | 15,073 | $1.20M | 0.02% | −44,410−74.7% | Reduced |
| Lantz Financial LLC | 15,085 | $1.20M | 0.25% | +104+0.7% | Added |
| Cane Capital Partners, LLC | 15,121 | $1.20M | 0.53% | +12,110+402.2% | Added |
| Strategic Investment Advisors | 15,135 | $1.20M | 0.08% | +6,776+81.1% | Added |
| Fragasso Group Inc. | 14,730 | $1.21M | 0.07% | −10−0.1% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 15,220 | $1.21M | 0.71% | +15,220 | New |
| City National Bank of Florida | 15,290 | $1.22M | 0.73% | +210+1.4% | Added |
| Cohen Capital Management, Inc. | 15,291 | $1.22M | 0.19% | +1,135+8.0% | Added |
| Penobscot Investment Management Company, Inc. | 15,337 | $1.22M | 0.10% | −2,000−11.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,351 | $1.22M | 0.57% | +15,351 | New |
| NBC Securities, Inc. | 15,366 | $1.22M | 0.09% | −8,214−34.8% | Reduced |
| Fisher Funds Management LTD | 15,395 | $1.23M | 0.04% | 00.0% | Unchanged |
| Gs Investments, Inc. | 15,400 | $1.23M | 0.70% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 15,408 | $1.23M | 0.25% | −63−0.4% | Reduced |
| Northeast Investment Management | 15,418 | $1.23M | 0.05% | −5,000−24.5% | Reduced |
| Tocqueville Asset Management L.P. | 15,473 | $1.23M | 0.02% | −112,198−87.9% | Reduced |
| Castle Rock Wealth Management, LLC | 15,311 | $1.23M | 0.27% | +385+2.6% | Added |
| 71 West Capital Partners | 15,507 | $1.23M | 0.05% | +3,066+24.6% | Added |
| Ancora Advisors, LLC | 15,567 | $1.24M | 0.03% | −1,186−7.1% | Reduced |
| Eclectic Associates Inc | 15,590 | $1.24M | 0.16% | +1,438+10.2% | Added |
| Virtue Asset Management LLC | 15,653 | $1.25M | 0.99% | −5,152−24.8% | Reduced |
| Perpetual Ltd | 15,656 | $1.25M | 0.02% | +2,784+21.6% | Added |
| Douglass Winthrop Advisors, LLC | 15,712 | $1.25M | 0.02% | −182−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 15,845 | $1.26M | 0.18% | −202−1.3% | Reduced |
| Western Wealth Management, LLC | 15,871 | $1.26M | 0.05% | +3,644+29.8% | Added |
| Crown Wealth Group, LLC | 15,893 | $1.27M | 0.37% | +2,747+20.9% | Added |
| London & Capital Asset Management Ltd | 15,899 | $1.27M | 0.01% | −397−2.4% | Reduced |
| Plancorp, LLC | 14,844 | $1.27M | 0.04% | −47−0.3% | Reduced |
| Concord Asset Management, LLC | 15,925 | $1.27M | 0.21% | +870+5.8% | Added |
| Qsemble Capital Management, LP | 15,966 | $1.27M | 0.10% | +15,966 | New |
| Sentry LLC | 15,972 | $1.27M | 0.40% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 16,087 | $1.28M | 0.16% | −8,175−33.7% | Reduced |
| Fox Run Management, L.L.C. | 16,725 | $1.28M | 0.22% | −6,356−27.5% | Reduced |
| Biltmore Family Office, LLC | 16,161 | $1.29M | 0.18% | −107−0.7% | Reduced |
| Essex Savings Bank | 16,173 | $1.29M | 0.28% | +125+0.8% | Added |
| Emerald Investment Advisers, LLC | 16,262 | $1.29M | 0.12% | +16,262 | New |
| Park Edge Advisors, LLC | 16,277 | $1.30M | 0.30% | +16,277 | New |
| Vectors Research Management, LLC | 16,467 | $1.31M | 0.38% | +119+0.7% | Added |
| AMG National Trust Bank | 16,515 | $1.31M | 0.03% | +656+4.1% | Added |
| North Star Investment Management Corp. | 16,518 | $1.32M | 0.08% | +124+0.8% | Added |
| Affinity Investment Advisors, LLC | 16,525 | $1.32M | 0.82% | −30−0.2% | Reduced |
| Eastern Bank | 16,527 | $1.32M | 0.02% | +630+4.0% | Added |
| MV Capital Management, Inc. | 16,588 | $1.32M | 0.13% | −593−3.5% | Reduced |
| Diligent Investors, LLC | 16,594 | $1.32M | 0.33% | +14+0.1% | Added |
| MFA Wealth Services | 16,597 | $1.32M | 0.87% | +16,597 | New |
| Barnes Wealth Management Group, Inc | 16,636 | $1.32M | 0.67% | +14,266+601.9% | Added |
| Avidian Wealth Solutions, LLC | 16,670 | $1.33M | 0.04% | −538−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 16,738 | $1.33M | 0.07% | +26+0.2% | Added |
| Vivid Wealth Management, LLC | 16,750 | $1.33M | 0.54% | +37+0.2% | Added |
| Hilltop National Bank | 16,795 | $1.34M | 0.32% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 16,814 | $1.34M | 0.32% | +2,717+19.3% | Added |
| Alteri Wealth LLC | 16,818 | $1.34M | 0.43% | +449+2.7% | Added |
| AdvisorNet Financial, Inc | 16,819 | $1.34M | 0.07% | −1,185−6.6% | Reduced |
| William B. Walkup & Associates, Inc. | 18,667 | $1.34M | 0.80% | −94−0.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 16,844 | $1.34M | 0.10% | −1,795−9.6% | Reduced |
| Concord Wealth Partners | 16,858 | $1.34M | 0.17% | +911+5.7% | Added |
| Larson Financial Group LLC | 16,925 | $1.35M | 0.04% | +3,626+27.3% | Added |
| L2 Asset Management, LLC | 16,931 | $1.35M | 0.13% | −22,146−56.7% | Reduced |
| Palisade Asset Management, LLC | 16,962 | $1.35M | 0.14% | −85−0.5% | Reduced |
| Formidable Asset Management, LLC | 14,521 | $1.35M | 0.21% | +1,807+14.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $1.36M | 0.01% | 00.0% | Unchanged |
| Potentia Wealth | 17,112 | $1.36M | 0.53% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 17,134 | $1.36M | 0.62% | 00.0% | Unchanged |
| Armis Advisers, LLC | 18,563 | $1.36M | 0.13% | −4,635−20.0% | Reduced |
| Boltwood Capital Management | 17,185 | $1.37M | 0.35% | +20+0.1% | Added |
| Auctus Advisors LLC | 17,223 | $1.37M | 1.30% | +13,551+369.0% | Added |
| Capital Investment Advisory Services, LLC | 17,227 | $1.37M | 0.10% | +84+0.5% | Added |
| Northern Oak Wealth Management Inc | 17,284 | $1.38M | 0.17% | −363−2.1% | Reduced |
| SeaBridge Investment Advisors LLC | 17,346 | $1.38M | 0.23% | −749−4.1% | Reduced |
| Cahill Financial Advisors Inc | 17,370 | $1.38M | 0.15% | −40.0% | Reduced |
| RIA Advisory Group LLC | 17,375 | $1.38M | 0.34% | +30.0% | Added |
| Nicholas Hoffman & Company, LLC. | 17,400 | $1.39M | 0.03% | −5,050−22.5% | Reduced |
| First National Trust Co | 17,436 | $1.39M | 0.05% | +168+1.0% | Added |
| Chicago Trust Co NA | 17,653 | $1.41M | 0.22% | −483−2.7% | Reduced |
| Wharton Business Group, LLC | 17,675 | $1.41M | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 17,580 | $1.41M | 0.08% | −392−2.2% | Reduced |
| Keystone Financial Services | 17,733 | $1.41M | 0.41% | −995−5.3% | Reduced |
| Highland Capital Management, LLC | 17,763 | $1.41M | 0.07% | +169+1.0% | Added |
| Advisory Alpha, LLC | 17,764 | $1.41M | 0.04% | +2,643+17.5% | Added |
| Providence Wealth Advisors, LLC | 17,515 | $1.41M | 0.90% | +13+0.1% | Added |
| Diversified Management Inc | 17,776 | $1.42M | 0.24% | +9,049+103.7% | Added |
| Valtinson Bruner Financial Planning LLC | 17,789 | $1.42M | 0.39% | −120−0.7% | Reduced |
| Fiduciary Alliance LLC | 17,655 | $1.42M | 0.09% | −755−4.1% | Reduced |
| Excalibur Management Corp | 17,826 | $1.42M | 0.51% | −30−0.2% | Reduced |
| Bernicke Wealth Management, Ltd. | 17,860 | $1.42M | 0.18% | +826+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,865 | $1.42M | 0.15% | −478−2.6% | Reduced |
| Delap Wealth Advisory, LLC | 17,987 | $1.43M | 0.54% | −417−2.3% | Reduced |
| Barbara Oil Co. | 18,000 | $1.43M | 0.55% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18,027 | $1.44M | 1.14% | −239−1.3% | Reduced |