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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 28,243 | $2.25M | 0.29% | −23−0.1% | Reduced |
| Bailard, Inc. | 28,325 | $2.26M | 0.05% | −1,159−3.9% | Reduced |
| ZWJ Investment Counsel Inc | 28,333 | $2.26M | 0.08% | +87+0.3% | Added |
| Courier Capital LLC | 28,404 | $2.26M | 0.13% | −298−1.0% | Reduced |
| Shepherd Street Advisors LLC | 28,460 | $2.27M | 2.23% | −1,937−6.4% | Reduced |
| National Asset Management, Inc. | 29,595 | $2.27M | 0.15% | +208+0.7% | Added |
| Independent Financial Group, LLC | 28,659 | $2.28M | 0.05% | −1,443−4.8% | Reduced |
| LOM Asset Management Ltd | 28,710 | $2.29M | 0.66% | +367+1.3% | Added |
| Rothschild Investment LLC | 28,785 | $2.29M | 0.12% | +1,044+3.8% | Added |
| Roxbury Financial LLC | 28,794 | $2.29M | 2.06% | −307−1.1% | Reduced |
| Scott & Selber, Inc. | 28,830 | $2.30M | 0.59% | −151−0.5% | Reduced |
| Fisher Asset Management, LLC | 29,017 | $2.31M | 0.00% | −4,620−13.7% | Reduced |
| AF Advisors, Inc. | 29,040 | $2.31M | 1.28% | −3,000−9.4% | Reduced |
| Capital International Sarl | 29,167 | $2.32M | 0.04% | +12,199+71.9% | Added |
| Richard Bernstein Advisors LLC | 29,172 | $2.32M | 0.07% | +29,172 | New |
| Dynamic Advisor Solutions LLC | 29,232 | $2.33M | 0.07% | +58+0.2% | Added |
| Central Trust Co | 29,263 | $2.33M | 0.05% | −2,676−8.4% | Reduced |
| Argent Advisors, Inc. | 29,306 | $2.33M | 0.64% | −418−1.4% | Reduced |
| Pacifica Partners Inc. | 29,326 | $2.33M | 0.78% | −485−1.6% | Reduced |
| West Branch Capital LLC | 29,404 | $2.34M | 0.63% | +946+3.3% | Added |
| XTX Topco Ltd | 29,494 | $2.35M | 0.04% | +23,709+409.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 29,500 | $2.35M | 0.38% | +792+2.8% | Added |
| Cigna Investments Inc | 29,538 | $2.35M | 0.37% | −739−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 29,602 | $2.36M | 0.17% | 00.0% | Unchanged |
| CenterBook Partners LP | 29,627 | $2.36M | 0.13% | +29,627 | New |
| Mitchell McLeod Pugh & Williams Inc | 29,684 | $2.36M | 0.35% | +139+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,788 | $2.37M | 0.06% | +1,052+3.7% | Added |
| Shelton Wealth Management, LLC | 29,815 | $2.37M | 1.05% | +99+0.3% | Added |
| Evergreen Capital Management LLC | 29,921 | $2.38M | 0.05% | −30,470−50.5% | Reduced |
| N.E.W. Advisory Services LLC | 29,933 | $2.38M | 0.18% | +1,490+5.2% | Added |
| First Citizens Bank & Trust Co | 30,083 | $2.39M | 0.05% | +194+0.6% | Added |
| Smith Shellnut Wilson LLC | 30,106 | $2.40M | 1.05% | −367−1.2% | Reduced |
| Applied Capital LLC | 30,124 | $2.40M | 1.74% | −1,060−3.4% | Reduced |
| Revisor Wealth Management LLC | 30,192 | $2.40M | 0.66% | −2,344−7.2% | Reduced |
| Adviser Investments LLC | 30,264 | $2.41M | 0.03% | +19+0.1% | Added |
| SBI Securities Co., Ltd. | 30,289 | $2.41M | 0.07% | −6,192−17.0% | Reduced |
| Argus Investors' Counsel, Inc. | 30,355 | $2.42M | 2.15% | −1,061−3.4% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $2.42M | 0.18% | −750−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 30,463 | $2.43M | 0.17% | −705−2.3% | Reduced |
| Chicago Capital, LLC | 30,504 | $2.43M | 0.07% | +390+1.3% | Added |
| Havemeyer Place LP | 30,508 | $2.43M | 0.28% | +30,508 | New |
| Level Four Advisory Services, LLC | 30,578 | $2.43M | 0.08% | +454+1.5% | Added |
| Granite Investment Partners, LLC | 30,587 | $2.44M | 0.15% | 00.0% | Unchanged |
| Westmount Partners, LLC | 30,699 | $2.44M | 0.60% | +104+0.3% | Added |
| Mutual Advisors, LLC | 30,728 | $2.45M | 0.05% | +631+2.1% | Added |
| Auxier Asset Management | 30,815 | $2.45M | 0.35% | +188+0.6% | Added |
| GeoWealth Management, LLC | 30,865 | $2.46M | 0.09% | −2,950−8.7% | Reduced |
| Baker Avenue Asset Management, LP | 30,906 | $2.46M | 0.06% | +2,874+10.3% | Added |
| Journey Strategic Wealth LLC | 31,085 | $2.47M | 0.06% | +5,943+23.6% | Added |
| WealthShield Partners, LLC | 31,136 | $2.48M | 0.28% | +1,618+5.5% | Added |
| Lummis Asset Management, LP | 31,122 | $2.49M | 1.49% | −1,461−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 31,451 | $2.50M | 0.08% | +4,674+17.5% | Added |
| Talon Private Wealth, LLC | 31,477 | $2.51M | 0.33% | +31,477 | New |
| Thoroughbred Financial Services, LLC | 31,529 | $2.51M | 0.15% | −556−1.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,577 | $2.51M | 0.05% | +1,020+3.3% | Added |
| Gibbs Wealth Management | 31,592 | $2.52M | 0.33% | +13,514+74.8% | Added |
| St. Louis Financial Planners Asset Management, LLC | 31,619 | $2.52M | 1.43% | +70+0.2% | Added |
| Triangle Securities Wealth Management | 31,730 | $2.53M | 0.57% | −34,226−51.9% | Reduced |
| Legato Capital Management LLC | 11,837 | $2.53M | 0.23% | −41,377−77.8% | Reduced |
| Naviter Wealth, LLC | 31,914 | $2.54M | 0.32% | +369+1.2% | Added |
| Advocate Group LLC | 32,020 | $2.55M | 0.40% | −347−1.1% | Reduced |
| E Fund Management Co., Ltd. | 32,265 | $2.57M | 0.08% | +32,265 | New |
| Northside Capital Management, LLC | 32,273 | $2.57M | 0.23% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,351 | $2.58M | 1.08% | −59−0.2% | Reduced |
| Shrier Wealth Management, LLC | 32,651 | $2.60M | 0.95% | +696+2.2% | Added |
| Islay Capital Management, LLC | 32,665 | $2.60M | 1.32% | +1,593+5.1% | Added |
| Iams Wealth Management, LLC | 32,698 | $2.60M | 0.91% | +5,124+18.6% | Added |
| Avantra Family Wealth, Inc. | 32,702 | $2.60M | 1.94% | +977+3.1% | Added |
| New Age Alpha Advisors, LLC | 32,705 | $2.60M | 0.12% | −1,030−3.1% | Reduced |
| Spartan Wealth Advisory Services LLC | 32,847 | $2.61M | 0.23% | +32,847 | New |
| Sanibel Captiva Trust Company, Inc. | 32,947 | $2.62M | 0.07% | +3,314+11.2% | Added |
| Massachusetts Wealth Management | 33,050 | $2.63M | 1.14% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 33,150 | $2.64M | 1.12% | +15,045+83.1% | Added |
| Bennett Selby Investments LP | 33,186 | $2.64M | 0.93% | +60.0% | Added |
| Renaissance Technologies LLC | 33,402 | $2.66M | 0.00% | +33,402 | New |
| Tradition Wealth Management, LLC | 33,411 | $2.66M | 0.19% | −520−1.5% | Reduced |
| NBT Bank N A | 33,439 | $2.66M | 0.17% | −400−1.2% | Reduced |
| Syon Capital LLC | 33,659 | $2.68M | 0.13% | +237+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,837 | $2.69M | 0.05% | +3,544+11.7% | Added |
| Wesbanco Bank Inc | 34,081 | $2.71M | 0.08% | −1,352−3.8% | Reduced |
| Bryn Mawr Trust Co | 34,115 | $2.72M | 0.06% | −1,500−4.2% | Reduced |
| Arete Wealth Advisors, LLC | 34,158 | $2.72M | 0.20% | +1,626+5.0% | Added |
| Signal Advisors Wealth, LLC | 34,150 | $2.72M | 0.19% | +18,956+124.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,377 | $2.74M | 0.37% | −77−0.2% | Reduced |
| JT Stratford LLC | 34,450 | $2.74M | 0.35% | +2,566+8.0% | Added |
| Snowden Capital Advisors LLC | 34,661 | $2.76M | 0.07% | +179+0.5% | Added |
| Soltis Investment Advisors LLC | 34,681 | $2.76M | 0.18% | +88+0.3% | Added |
| GHP Investment Advisors, Inc. | 34,747 | $2.77M | 0.11% | +436+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 34,899 | $2.78M | 0.19% | +1,052+3.1% | Added |
| Stableford Capital II LLC | 34,969 | $2.78M | 1.03% | +531+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 35,097 | $2.79M | 0.88% | −7,842−18.3% | Reduced |
| Keebeck Wealth Management, LLC | 35,122 | $2.80M | 0.31% | −8,077−18.7% | Reduced |
| Marco Investment Management LLC | 35,251 | $2.81M | 0.21% | −200−0.6% | Reduced |
| Marotta Asset Management | 35,131 | $2.83M | 0.52% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,574 | $2.83M | 0.27% | −867−2.4% | Reduced |
| S&CO Inc | 35,649 | $2.84M | 0.18% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,822 | $2.85M | 0.11% | +1,300+3.8% | Added |
| Frank, Rimerman Advisors LLC | 36,071 | $2.87M | 0.19% | −1,027−2.8% | Reduced |
| Winning Points Advisors, LLC | 35,906 | $2.88M | 2.89% | −400−1.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,290 | $2.89M | 0.17% | −58,166−61.6% | Reduced |