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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 36,483 | $2.90M | 0.62% | +510+1.4% | Added |
| Capital Investment Counsel, Inc | 36,960 | $2.94M | 0.36% | −1,061−2.8% | Reduced |
| American Money Management, LLC | 37,106 | $2.95M | 0.47% | −75−0.2% | Reduced |
| Franklin Street Advisors Inc | 37,245 | $2.97M | 0.18% | −515−1.4% | Reduced |
| Grimes & Company, Inc. | 37,245 | $2.97M | 0.08% | −1,257−3.3% | Reduced |
| Congress Park Capital LLC | 37,258 | $2.97M | 0.91% | −338−0.9% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.98M | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 37,579 | $2.99M | 0.29% | +504+1.4% | Added |
| Aspen Grove Capital, LLC | 37,594 | $2.99M | 0.58% | −100.0% | Reduced |
| Aaron Wealth Advisors | 37,614 | $2.99M | 0.17% | −3,303−8.1% | Reduced |
| Fiduciary Family Office, LLC | 37,924 | $3.02M | 0.86% | +2,965+8.5% | Added |
| InvesTrust | 38,071 | $3.03M | 1.27% | −1,636−4.1% | Reduced |
| Polar Asset Management Partners Inc. | 38,200 | $3.04M | 0.07% | +38,200 | New |
| Union Bancaire Privee, UBP SA | 40,371 | $3.05M | 0.06% | −10,399−20.5% | Reduced |
| Golden State Equity Partners | 38,425 | $3.06M | 0.23% | +3,482+10.0% | Added |
| Cunning Capital Partners, LP | 38,454 | $3.06M | 1.56% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 38,475 | $3.06M | 0.05% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 38,496 | $3.06M | 0.24% | +115+0.3% | Added |
| Dynasty Wealth Management, LLC | 38,519 | $3.07M | 0.03% | −204−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 38,598 | $3.07M | 0.04% | −6,113−13.7% | Reduced |
| Cidel Asset Management Inc | 38,768 | $3.09M | 0.17% | +4,775+14.0% | Added |
| 44 Wealth Management LLC | 38,920 | $3.10M | 1.08% | −2,964−7.1% | Reduced |
| Capital Investment Advisors, LLC | 38,931 | $3.10M | 0.05% | −1,637−4.0% | Reduced |
| Arvest Bank Trust Division | 38,933 | $3.10M | 0.17% | −584−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 39,067 | $3.11M | 0.04% | −1,981−4.8% | Reduced |
| Avestar Capital, LLC | 39,104 | $3.11M | 0.21% | −718−1.8% | Reduced |
| Atomi Financial Group, Inc. | 39,330 | $3.13M | 0.10% | −5,957−13.2% | Reduced |
| Wealthspire Advisors, LLC | 39,396 | $3.14M | 0.02% | −13,586−25.6% | Reduced |
| Sumitomo Life Insurance Co | 39,416 | $3.14M | 0.07% | +994+2.6% | Added |
| Trust Asset Management LLC | 39,458 | $3.14M | 0.22% | −180.0% | Reduced |
| Harrell Investment Partners, LLC | 39,591 | $3.15M | 0.75% | +2,142+5.7% | Added |
| Parallax Volatility Advisers, L.P. | 38,995 | $3.18M | 0.14% | −514,382−93.0% | Reduced |
| RFG Advisory, LLC | 39,949 | $3.18M | 0.06% | −823−2.0% | Reduced |
| Johnson Financial Group, Inc. | 40,027 | $3.19M | 0.12% | −1,268−3.1% | Reduced |
| Hodges Capital Management Inc. | 40,301 | $3.21M | 0.27% | −43,529−51.9% | Reduced |
| Choate Investment Advisors | 40,318 | $3.21M | 0.06% | +264+0.7% | Added |
| Savvy Advisors, Inc. | 40,620 | $3.23M | 0.09% | +11,926+41.6% | Added |
| Rehmann Capital Advisory Group | 40,637 | $3.24M | 0.17% | −2,506−5.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,905 | $3.26M | 0.68% | +379+0.9% | Added |
| Chicago Partners Investment Group LLC | 40,428 | $3.26M | 0.07% | +4,031+11.1% | Added |
| Tower Bridge Advisors | 40,926 | $3.26M | 0.31% | 00.0% | Unchanged |
| Bank of Stockton | 41,182 | $3.28M | 1.01% | −15,931−27.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 41,203 | $3.28M | 0.09% | −1,869−4.3% | Reduced |
| Voya Financial Advisors, Inc. | 42,852 | $3.31M | 0.33% | −3,460−7.5% | Reduced |
| Twin City Private Wealth, LLC | 41,714 | $3.32M | 2.52% | −2,151−4.9% | Reduced |
| KCM Investment Advisors LLC | 41,783 | $3.33M | 0.11% | +251+0.6% | Added |
| Greenwood Gearhart Inc | 41,939 | $3.34M | 0.18% | +2,000+5.0% | Added |
| Moneta Group Investment Advisors LLC | 41,989 | $3.34M | 0.03% | −4,636−9.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 42,194 | $3.36M | 0.01% | −15,326−26.6% | Reduced |
| Pring Turner Capital Group Inc | 36,080 | $3.36M | 2.02% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 42,314 | $3.37M | 1.67% | +4,579+12.1% | Added |
| Stonebridge Capital Advisors LLC | 42,617 | $3.39M | 0.24% | −288−0.7% | Reduced |
| Argyle Capital Management Inc. | 42,690 | $3.40M | 1.10% | +817+2.0% | Added |
| White Pine Capital LLC | 42,808 | $3.41M | 0.93% | −1,216−2.8% | Reduced |
| Qtron Investments LLC | 43,419 | $3.46M | 0.47% | +100.0% | Added |
| Welch & Forbes LLC | 43,897 | $3.49M | 0.05% | −821−1.8% | Reduced |
| Triumph Capital Management | 44,335 | $3.53M | 0.72% | −33−0.1% | Reduced |
| Firetrail Investments Pty Ltd | 44,565 | $3.55M | 1.21% | +2,152+5.1% | Added |
| Pallas Capital Advisors LLC | 44,672 | $3.56M | 0.13% | +3,019+7.2% | Added |
| Shayne & Co., LLC | 44,705 | $3.56M | 1.10% | 00.0% | Unchanged |
| SWS Partners | 44,813 | $3.57M | 0.88% | −4,093−8.4% | Reduced |
| Kuhn & Co Investment Counsel | 44,942 | $3.58M | 2.30% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 44,986 | $3.58M | 1.76% | +44,986 | New |
| Inspire Trust Co, N.A. | 45,000 | $3.58M | 0.55% | +45,000 | New |
| Fiduciary Trust Co | 45,147 | $3.59M | 0.04% | −924−2.0% | Reduced |
| Focus Financial Network, Inc. | 45,267 | $3.60M | 0.13% | −1,773−3.8% | Reduced |
| Transcend Wealth Collective, LLC | 45,285 | $3.61M | 0.29% | −55−0.1% | Reduced |
| Oarsman Capital, Inc. | 45,412 | $3.62M | 0.45% | +1,697+3.9% | Added |
| Ascent Group, LLC | 45,447 | $3.62M | 0.13% | −1,468−3.1% | Reduced |
| Carlson Capital L P | 45,528 | $3.62M | 1.43% | +45,528 | New |
| Valeo Financial Advisors, LLC | 45,850 | $3.65M | 0.09% | −11,410−19.9% | Reduced |
| Regions Financial Corp | 45,939 | $3.66M | 0.02% | −1,171−2.5% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $3.66M | 1.36% | 00.0% | Unchanged |
| Apella Capital, LLC | 44,954 | $3.66M | 0.05% | +6,411+16.6% | Added |
| Convergence Investment Partners, LLC | 45,992 | $3.66M | 0.60% | −4,267−8.5% | Reduced |
| Smith, Salley & Associates | 46,070 | $3.67M | 0.18% | +1,792+4.0% | Added |
| Baader Bank INC | 46,660 | $3.71M | 0.37% | −8,566−15.5% | Reduced |
| Foster Group, Inc. | 46,644 | $3.71M | 0.11% | +5,099+12.3% | Added |
| Main Street Research LLC | 46,882 | $3.73M | 0.22% | +27,036+136.2% | Added |
| Freemont Management S.A. | 47,000 | $3.74M | 0.70% | +33,900+258.8% | Added |
| Picton Mahoney Asset Management | 47,115 | $3.75M | 0.04% | −6,334−11.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 47,123 | $3.75M | 0.13% | +6,040+14.7% | Added |
| Smartleaf Asset Management LLC | 49,044 | $3.77M | 0.14% | +4,931+11.2% | Added |
| Marshall Wace, LLP | 48,100 | $3.83M | 0.00% | −952,100−95.2% | Reduced |
| Parallel Advisors, LLC | 48,183 | $3.84M | 0.07% | +5,732+13.5% | Added |
| Family Management Corp | 48,199 | $3.84M | 0.46% | +173+0.4% | Added |
| NVWM, LLC | 48,396 | $3.85M | 0.86% | +556+1.2% | Added |
| Gladstone Institutional Advisory LLC | 48,426 | $3.86M | 0.14% | +1,105+2.3% | Added |
| Brevan Howard Capital Management LP | 48,445 | $3.86M | 0.04% | −57,800−54.4% | Reduced |
| ExodusPoint Capital Management, LP | 48,457 | $3.86M | 0.04% | +48,457 | New |
| Somerset Group LLC | 47,400 | $3.86M | 2.87% | −100−0.2% | Reduced |
| Portside Wealth Group, LLC | 48,614 | $3.87M | 0.53% | −5,436−10.1% | Reduced |
| Pavion Blue Capital, LLC | 48,725 | $3.88M | 1.69% | −560−1.1% | Reduced |
| Brookmont Capital Management | 48,934 | $3.90M | 2.18% | +2,532+5.5% | Added |
| Schnieders Capital Management, LLC. | 49,452 | $3.94M | 0.63% | −1,719−3.4% | Reduced |
| LMG Wealth Partners, LLC | 49,493 | $3.94M | 0.72% | +1,902+4.0% | Added |
| Twin Capital Management Inc | 49,837 | $3.97M | 0.51% | −6,785−12.0% | Reduced |
| Sagespring Wealth Partners, LLC | 50,602 | $4.03M | 0.07% | +6,317+14.3% | Added |
| Angeles Wealth Management, LLC | 50,683 | $4.03M | 0.22% | +2,116+4.4% | Added |
| Haverford Trust Co | 50,874 | $4.05M | 0.04% | +2,343+4.8% | Added |