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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 18,070 | $1.44M | 0.59% | +404+2.3% | Added |
| Financial Engines Advisors L.L.C. | 18,081 | $1.44M | 0.00% | −934−4.9% | Reduced |
| Heritage Trust Co | 18,090 | $1.44M | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 18,139 | $1.44M | 0.14% | +119+0.7% | Added |
| TritonPoint Partners, LLC | 18,169 | $1.45M | 0.53% | +627+3.6% | Added |
| Frec Markets, Inc. | 18,218 | $1.45M | 0.25% | +3,997+28.1% | Added |
| Insigneo Advisory Services, LLC | 18,285 | $1.46M | 0.10% | −1,165−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 18,368 | $1.46M | 0.03% | +2,971+19.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,419 | $1.47M | 0.34% | +1,112+6.4% | Added |
| CX Institutional | 18,466 | $1.47M | 0.04% | −979−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 18,493 | $1.47M | 0.31% | −420−2.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,516 | $1.47M | 0.60% | −66−0.4% | Reduced |
| First Financial Bank - Trust Division | 18,600 | $1.48M | 0.12% | −1,673−8.3% | Reduced |
| Lazari Capital Management, Inc. | 18,607 | $1.48M | 0.52% | −520−2.7% | Reduced |
| International Assets Investment Management, LLC | 358,174 | $1.48M | 0.10% | −445,302−55.4% | Reduced |
| F/M Investments LLC | 18,668 | $1.49M | 0.10% | −17,517−48.4% | Reduced |
| Caldwell Trust Co | 18,677 | $1.49M | 0.13% | +508+2.8% | Added |
| Crux Wealth Advisors | 18,704 | $1.49M | 0.57% | −5,416−22.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 17,452 | $1.49M | 0.19% | −12,193−41.1% | Reduced |
| M.E. Allison & Co., Inc. | 18,783 | $1.50M | 0.99% | +20.0% | Added |
| Eaton Financial Holdings Company, LLC | 18,783 | $1.50M | 0.49% | +999+5.6% | Added |
| Westpac Banking Corp | 18,888 | $1.50M | 0.10% | −2,582−12.0% | Reduced |
| BLB&B Advisors, LLC | 18,942 | $1.51M | 0.06% | −600−3.1% | Reduced |
| Jacobi Capital Management LLC | 18,969 | $1.51M | 0.08% | +317+1.7% | Added |
| SCS Capital Management LLC | 19,019 | $1.51M | 0.02% | −284−1.5% | Reduced |
| VCI Wealth Management LLC | 19,043 | $1.52M | 0.42% | −2,701−12.4% | Reduced |
| Belpointe Asset Management LLC | 19,064 | $1.52M | 0.06% | +248+1.3% | Added |
| MTM Investment Management, LLC | 19,142 | $1.52M | 0.48% | +5,036+35.7% | Added |
| Sage Rhino Capital LLC | 19,225 | $1.53M | 0.29% | −241−1.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 16,431 | $1.53M | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 19,262 | $1.53M | 0.22% | +1,842+10.6% | Added |
| Beese Fulmer Investment Management, Inc. | 19,360 | $1.54M | 0.10% | −2,255−10.4% | Reduced |
| Aprio Wealth Management, LLC | 19,397 | $1.54M | 0.08% | +8,026+70.6% | Added |
| Rayburn West Financial Services LLC | 19,450 | $1.55M | 0.91% | −100−0.5% | Reduced |
| Cito Capital Group, LLC | 19,503 | $1.55M | 0.48% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 19,555 | $1.56M | 0.02% | −69−0.4% | Reduced |
| Inceptionr LLC | 19,561 | $1.56M | 0.37% | +19,561 | New |
| London Co of Virginia | 19,595 | $1.56M | 0.01% | −195−1.0% | Reduced |
| Breakwater Capital Group | 19,606 | $1.56M | 0.21% | −35−0.2% | Reduced |
| Modern Wealth Management, LLC | 19,462 | $1.57M | 0.03% | +2,468+14.5% | Added |
| Collar Capital Management, LLC | 19,767 | $1.57M | 1.02% | −220−1.1% | Reduced |
| Citadel Investment Advisory, Inc. | 19,775 | $1.57M | 0.75% | −366−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 19,800 | $1.58M | 0.05% | +190+1.0% | Added |
| Van Diest Capital, LLC | 19,914 | $1.59M | 1.25% | +11,689+142.1% | Added |
| Cetera Trust Company, N.A | 19,926 | $1.59M | 0.90% | −300−1.5% | Reduced |
| Virtu Financial LLC | 19,929 | $1.59M | 0.07% | +19,929 | New |
| TMB Capital Partners, LLC | 19,976 | $1.59M | 0.53% | +817+4.3% | Added |
| Leisure Capital Management | 19,981 | $1.59M | 0.56% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 19,989 | $1.59M | 0.59% | +203+1.0% | Added |
| Arista Wealth Management, LLC | 19,993 | $1.59M | 0.19% | +6,203+45.0% | Added |
| Harbor Advisors LLC | 20,000 | $1.59M | 0.23% | 00.0% | Unchanged |
| First Bank & Trust | 20,050 | $1.60M | 0.26% | −1,553−7.2% | Reduced |
| AlphaCore Capital LLC | 20,083 | $1.60M | 0.04% | −2,337−10.4% | Reduced |
| Accretive Wealth Partners, LLC | 20,118 | $1.60M | 0.45% | +164+0.8% | Added |
| 17 Capital Partners, LLC | 20,208 | $1.61M | 0.83% | −815−3.9% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.61M | 0.24% | −94−0.5% | Reduced |
| Axq Capital, LP | 20,272 | $1.61M | 0.21% | +20,272 | New |
| Essex Financial Services, Inc. | 20,325 | $1.62M | 0.09% | −1,129−5.3% | Reduced |
| Miller Investment Management, LP | 20,342 | $1.62M | 0.16% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 20,369 | $1.62M | 2.13% | −6,396−23.9% | Reduced |
| Advyzon Investment Management, LLC | 20,420 | $1.63M | 0.15% | −548−2.6% | Reduced |
| LexAurum Advisors, LLC | 20,465 | $1.63M | 0.21% | +20,465 | New |
| Jeppson Wealth Management, LLC | 20,490 | $1.63M | 0.51% | −3,810−15.7% | Reduced |
| Americana Partners, LLC | 20,513 | $1.63M | 0.04% | −139,860−87.2% | Reduced |
| Mainstay Capital Management LLC | 20,573 | $1.64M | 0.13% | +366+1.8% | Added |
| Change Path, LLC | 20,578 | $1.64M | 0.04% | −1,709−7.7% | Reduced |
| Hartford Funds Management Co LLC | 20,622 | $1.64M | 0.14% | +1,193+6.1% | Added |
| First Horizon Corp | 20,630 | $1.64M | 0.07% | −36−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,685 | $1.65M | 0.17% | +30.0% | Added |
| Conning Inc. | 20,718 | $1.65M | 0.05% | −2,669−11.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,766 | $1.65M | 0.46% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 20,782 | $1.65M | 0.10% | −423,575−95.3% | Reduced |
| American State Bank (Iowa) | 20,824 | $1.66M | 0.80% | +1,216+6.2% | Added |
| Washington Trust Bank | 20,870 | $1.66M | 0.12% | −2,720−11.5% | Reduced |
| Canandaigua National Corp | 20,876 | $1.66M | 0.15% | +20,876 | New |
| Midwest Trust Co | 20,904 | $1.66M | 0.02% | +3,015+16.9% | Added |
| LJI Wealth Management, LLC | 20,997 | $1.67M | 0.27% | +17+0.1% | Added |
| Marin Bay Wealth Advisors, LLC | 21,003 | $1.67M | 1.01% | −1,791−7.9% | Reduced |
| Cypress Wealth Services, LLC | 21,033 | $1.67M | 0.24% | −78−0.4% | Reduced |
| Evolve Private Wealth, LLC | 21,108 | $1.68M | 0.09% | +7,590+56.1% | Added |
| PFG Investments, LLC | 21,231 | $1.69M | 0.08% | +213+1.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 21,255 | $1.69M | 0.48% | −7,245−25.4% | Reduced |
| Kennedy Investment Group | 21,295 | $1.70M | 0.66% | +285+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 21,420 | $1.70M | 0.02% | +782+3.8% | Added |
| OneAscent Financial Services LLC | 21,307 | $1.70M | 0.09% | +9,386+78.7% | Added |
| Harold Davidson & Associates Inc. | 21,313 | $1.70M | 0.82% | −5,746−21.2% | Reduced |
| IHT Wealth Management, LLC | 21,321 | $1.70M | 0.04% | +725+3.5% | Added |
| Aureus Asset Management, LLC | 21,518 | $1.71M | 0.11% | +21,518 | New |
| Busey Wealth Management | 21,524 | $1.71M | 0.05% | −1,371−6.0% | Reduced |
| Highview Capital Management LLC | 21,594 | $1.72M | 0.62% | +403+1.9% | Added |
| Fiduciary Group LLC | 21,633 | $1.72M | 0.15% | −279−1.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $1.72M | 0.52% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,657 | $1.72M | 0.79% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 21,764 | $1.73M | 0.22% | −2,827−11.5% | Reduced |
| TRUE Private Wealth Advisors | 21,777 | $1.73M | 0.17% | +102+0.5% | Added |
| Phoenix Wealth Advisors | 21,790 | $1.73M | 0.69% | −730−3.2% | Reduced |
| Kathmere Capital Management, LLC | 21,893 | $1.74M | 0.11% | +846+4.0% | Added |
| Legacy Financial Advisors, Inc. | 21,944 | $1.75M | 0.24% | −871−3.8% | Reduced |
| Impax Asset Management Group plc | 22,007 | $1.75M | 0.01% | +9,379+74.3% | Added |
| Holderness Investments Co | 22,073 | $1.76M | 0.35% | −113−0.5% | Reduced |