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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 22,173 | $1.77M | 0.30% | +248+1.1% | Added |
| HBK Sorce Advisory LLC | 23,599 | $1.79M | 0.04% | +484+2.1% | Added |
| NWF Advisory Services Inc. | 22,426 | $1.79M | 0.20% | −6,219−21.7% | Reduced |
| Sweeney & Michel, LLC | 20,719 | $1.80M | 0.53% | +41+0.2% | Added |
| 5T Wealth, LLC | 22,559 | $1.80M | 0.71% | +22,559 | New |
| Aspiriant, LLC | 22,654 | $1.80M | 0.05% | +872+4.0% | Added |
| Drive Wealth Management, LLC | 22,717 | $1.81M | 0.38% | +465+2.1% | Added |
| Rossmore Private Capital | 22,760 | $1.81M | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 22,766 | $1.81M | 0.16% | −153−0.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 22,793 | $1.81M | 0.31% | +1,493+7.0% | Added |
| Fulton Bank, N.A. | 22,887 | $1.82M | 0.06% | +600+2.7% | Added |
| Simplex Trading, LLC | 22,945 | $1.83M | 0.06% | +22,945 | New |
| Citizens National Bank Trust Department | 23,082 | $1.84M | 0.31% | −35−0.2% | Reduced |
| Xcel Wealth Management, LLC | 23,105 | $1.84M | 0.51% | −6,434−21.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 23,111 | $1.84M | 0.19% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 23,284 | $1.85M | 0.51% | +19,525+519.4% | Added |
| Ci Investments Inc. | 23,432 | $1.87M | 0.01% | −6,760−22.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 23,433 | $1.87M | 0.11% | +179+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 23,493 | $1.87M | 0.11% | +958+4.3% | Added |
| Pure Financial Advisors, Inc. | 23,551 | $1.87M | 0.03% | +535+2.3% | Added |
| One Capital Management, LLC | 23,601 | $1.88M | 0.05% | +814+3.6% | Added |
| GTS Securities LLC | 23,635 | $1.88M | 0.07% | −23,195−49.5% | Reduced |
| CSM Advisors, LLC | 23,730 | $1.89M | 0.05% | +2,251+10.5% | Added |
| Massmutual Trust Co FSB | 23,719 | $1.89M | 0.05% | −4,363−15.5% | Reduced |
| Cadinha & Co LLC | 23,802 | $1.89M | 0.35% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 25,268 | $1.90M | 0.05% | +7,178+39.7% | Added |
| Wright Investors Service Inc | 23,915 | $1.90M | 0.60% | −875−3.5% | Reduced |
| Vista Investment Management | 23,925 | $1.90M | 0.64% | +630+2.7% | Added |
| Leavell Investment Management, Inc. | 23,926 | $1.90M | 0.08% | +645+2.8% | Added |
| Pinnacle Bancorp, Inc. | 23,977 | $1.91M | 0.56% | +173+0.7% | Added |
| Welch Group, LLC | 24,003 | $1.91M | 0.07% | +70.0% | Added |
| Longfellow Investment Management Co LLC | 24,036 | $1.91M | 0.40% | +8,656+56.3% | Added |
| Gryphon Financial Partners LLC | 24,037 | $1.91M | 0.20% | +115+0.5% | Added |
| Founders Financial Securities LLC | 22,278 | $1.92M | 0.11% | +169+0.8% | Added |
| Meridian Investment Counsel Inc. | 24,183 | $1.93M | 0.46% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 31,843 | $1.93M | 0.36% | +1,060+3.4% | Added |
| Laurel Wealth Advisors LLC | 25,470 | $1.93M | 0.19% | +749+3.0% | Added |
| Riverchase Wealth Management, LLC | 24,276 | $1.93M | 1.01% | −2,585−9.6% | Reduced |
| One Wealth Advisors, LLC | 24,323 | $1.94M | 0.24% | −1,547−6.0% | Reduced |
| Chemistry Wealth Management LLC | 24,336 | $1.94M | 0.34% | −414−1.7% | Reduced |
| Insight Advisors, LLC | 24,377 | $1.94M | 0.37% | +118+0.5% | Added |
| Caxton Associates LLP | 24,540 | $1.95M | 0.05% | +11,827+93.0% | Added |
| FOCUS Wealth Advisors, LLC | 24,552 | $1.95M | 0.96% | −1,168−4.5% | Reduced |
| LRI Investments, LLC | 24,553 | $1.95M | 0.17% | −1,535−5.9% | Reduced |
| Integrated Advisors Network LLC | 24,578 | $1.96M | 0.10% | +2,827+13.0% | Added |
| Blue Sparrow, LLC | 24,610 | $1.96M | 0.03% | −419,711−94.5% | Reduced |
| SummitTX Capital, L.P. | 24,650 | $1.96M | 0.06% | +24,650 | New |
| Cookson Peirce & Co Inc | 24,671 | $1.96M | 0.08% | +18,792+319.6% | Added |
| Potomac Fund Management Inc | 24,750 | $1.97M | 0.07% | +616+2.6% | Added |
| Foundations Investment Advisors, LLC | 24,804 | $1.97M | 0.02% | −2,828−10.2% | Reduced |
| Oasis Advisors, LLC | 25,038 | $1.99M | 0.39% | +25,038 | New |
| Aptus Capital Advisors, LLC | 25,155 | $2.00M | 0.02% | −10,842−30.1% | Reduced |
| Everhart Financial Group, Inc. | 25,202 | $2.01M | 0.17% | +322+1.3% | Added |
| CWC Advisors, LLC. | 25,224 | $2.01M | 0.96% | −213−0.8% | Reduced |
| Resources Management Corp | 25,352 | $2.02M | 0.27% | −13−0.1% | Reduced |
| Caliber Wealth Management, LLC | 25,376 | $2.02M | 0.22% | +1,635+6.9% | Added |
| National Philanthropic Trust | 25,400 | $2.02M | 0.02% | −110−0.4% | Reduced |
| Everett Harris & Co | 25,452 | $2.03M | 0.03% | −714−2.7% | Reduced |
| Princeton Global Asset Management LLC | 25,494 | $2.03M | 0.33% | −752−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 25,605 | $2.04M | 0.25% | +1,185+4.9% | Added |
| Erste Asset Management GmbH | 26,621 | $2.04M | 0.02% | −180,000−87.1% | Reduced |
| YHB Investment Advisors, Inc. | 25,701 | $2.05M | 0.15% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25,766 | $2.05M | 0.05% | −2,315−8.2% | Reduced |
| Silvercrest Asset Management Group LLC | 25,799 | $2.05M | 0.01% | +469+1.9% | Added |
| HighPoint Advisor Group LLC | 25,898 | $2.06M | 0.09% | −82,835−76.2% | Reduced |
| Morningstar Investment Management LLC | 25,926 | $2.06M | 0.13% | +252+1.0% | Added |
| Tulsa Wealth Advisors, INC | 25,944 | $2.07M | 0.36% | −9,683−27.2% | Reduced |
| Connable Office Inc | 25,950 | $2.07M | 0.20% | +18+0.1% | Added |
| Aviso Wealth Management | 25,957 | $2.07M | 0.93% | +1,344+5.5% | Added |
| Triglav Skladi, D.O.O. | 26,000 | $2.07M | 0.14% | −48,000−64.9% | Reduced |
| Ami Investment Management Inc | 26,013 | $2.07M | 0.47% | +26,013 | New |
| Integrated Quantitative Investments LLC | 26,060 | $2.07M | 0.38% | +21,479+468.9% | Added |
| Aspire Private Capital, LLC | 26,330 | $2.10M | 0.47% | −3,178−10.8% | Reduced |
| Peoples Bank | 26,364 | $2.10M | 2.11% | −1,145−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 26,392 | $2.10M | 0.06% | −14,964−36.2% | Reduced |
| Sunbelt Securities, Inc. | 26,478 | $2.11M | 0.13% | −1,518−5.4% | Reduced |
| Montag A & Associates Inc | 26,573 | $2.12M | 0.10% | −17,417−39.6% | Reduced |
| Freestone Grove Partners LP | 26,606 | $2.12M | 0.02% | +26,606 | New |
| Capital Asset Advisory Services LLC | 25,932 | $2.13M | 0.08% | −10,841−29.5% | Reduced |
| Johnson Investment Counsel Inc | 26,705 | $2.13M | 0.02% | −4,290−13.8% | Reduced |
| Great Valley Advisor Group, Inc. | 26,769 | $2.13M | 0.04% | +1,879+7.5% | Added |
| Kingswood Wealth Advisors, LLC | 26,843 | $2.14M | 0.10% | +607+2.3% | Added |
| Central Pacific Bank - Trust Division | 26,853 | $2.14M | 0.27% | −1,325−4.7% | Reduced |
| Myriad Asset Management Advisors LLC | 26,905 | $2.14M | 0.63% | +156+0.6% | Added |
| Trinity Financial Advisors LLC | 26,942 | $2.14M | 0.61% | −320−1.2% | Reduced |
| Private Wealth Asset Management, LLC | 27,030 | $2.15M | 0.23% | −694−2.5% | Reduced |
| Drucker Wealth 3.0, LLC | 27,150 | $2.16M | 0.38% | −1,126−4.0% | Reduced |
| Venture Visionary Partners LLC | 27,163 | $2.16M | 0.07% | −1,911−6.6% | Reduced |
| Aventura Private Wealth, LLC | 27,234 | $2.17M | 0.79% | +1,269+4.9% | Added |
| Heritage Family Offices, LLP | 27,282 | $2.17M | 0.96% | −5,518−16.8% | Reduced |
| Ronald Blue Trust, Inc. | 27,410 | $2.18M | 0.02% | −9,497−25.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 27,437 | $2.18M | 0.61% | −383−1.4% | Reduced |
| Portfolio Design Labs, LLC | 27,457 | $2.19M | 0.39% | −3,429−11.1% | Reduced |
| GM Advisory Group, Inc. | 27,659 | $2.20M | 0.08% | −1,791−6.1% | Reduced |
| Meridian Wealth Management, LLC | 27,792 | $2.21M | 0.08% | +14,336+106.5% | Added |
| Mather Group, LLC. | 27,857 | $2.22M | 0.02% | +728+2.7% | Added |
| Profund Advisors LLC | 27,917 | $2.22M | 0.08% | −6,071−17.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 27,264 | $2.23M | 0.05% | +854+3.2% | Added |
| Carret Asset Management, LLC | 28,047 | $2.23M | 0.22% | −175−0.6% | Reduced |
| Mystic Asset Management, Inc. | 28,127 | $2.24M | 0.52% | −223−0.8% | Reduced |