Skip to main content

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; 2,883 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
2,828
−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
1,190 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.

Institutional holdersQ1 2026: 2,828 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ1 2026: $184.0B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2025.

Institutions holding WFC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Fairscale Capital, LLC780$62.1K0.04%00.0%Unchanged
Private Wealth Management Group, LLC792$63.1K0.02%−28−3.4%Reduced
Advantage Trust Co800$63.7K0.03%00.0%Unchanged
CDKV Holdings LLC802$63.8K0.06%00.0%Unchanged
Covestor Ltd805$64.0K0.04%−417−34.1%Reduced
Moisand Fitzgerald Tamayo, LLC804$64.0K0.01%00.0%Unchanged
First Community Trust NA814$64.8K0.05%00.0%Unchanged
Independence Bank of Kentucky824$65.6K0.01%−647−44.0%Reduced
Quest 10 Wealth Builders, Inc.825$65.7K0.06%+43+5.5%Added
Beacon Investment Advisory Services, Inc.828$65.9K0.00%+828New
New England Capital Financial Advisors LLC839$66.8K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.859$68.4K0.03%−225−20.8%Reduced
WPG Advisers, LLC885$70.5K0.05%+15+1.7%Added
Vision Financial Markets LLC890$70.8K0.07%+1+0.1%Added
Lam Group, Inc.900$71.6K0.04%+900New
Roble, Belko & Company, Inc900$72.0K0.01%+700+350.0%Added
Leo H. Evart, Inc.921$73.3K0.06%+921New
High Note Wealth, LLC923$73.5K0.01%−98−9.6%Reduced
Sofos Investments, Inc.928$73.9K0.01%+928New
Prudent Man Investment Management, Inc.800$74.6K0.03%00.0%Unchanged
Atlas Capital Advisors LLC938$74.7K0.01%+792+542.5%Added
Highline Wealth Partners LLC941$74.9K0.02%+172+22.4%Added
Investors Research Corp963$76.7K0.01%+84+9.6%Added
ORG Wealth Partners, LLC966$76.9K0.02%+966New
West Financial Advisors, LLC972$77.4K0.01%−11−1.1%Reduced
Kingdom Financial Group LLC.979$77.9K0.02%+41+4.4%Added
Lloyd Advisory Services, LLC.979$77.9K0.02%+433+79.3%Added
Ogorek Anthony Joseph985$78.0K0.02%−224−18.5%Reduced
Horizon Financial Services, LLC988$78.7K0.03%+645+188.0%Added
Kemnay Advisory Services Inc.995$79.2K0.01%−868−46.6%Reduced
Bernard Wealth Management Corp.996$79.3K0.03%00.0%Unchanged
Battery Global Advisors, LLC1,000$79.6K0.04%−148−12.9%Reduced
Ramirez Asset Management, Inc.1,000$79.6K0.01%00.0%Unchanged
Arcadia Investment Management Corp1,024$81.5K0.01%−200−16.3%Reduced
Security National Bank1,042$83.0K0.01%+146+16.3%Added
Financial Perspectives, Inc1,082$86.1K0.02%−29−2.6%Reduced
Signature Resources Capital Management, LLC1,096$87.2K0.04%+218+24.8%Added
ROSS\JOHNSON & Associates LLC1,101$87.7K1.58%−3−0.3%Reduced
True Wealth Design, LLC1,133$90.2K0.03%+620+120.9%Added
Intesa Sanpaolo Wealth Management1,165$92.7K0.02%−18−1.5%Reduced
Newbridge Financial Services Group, Inc.1,169$93.1K0.02%−80−6.4%Reduced
1620 Investment Advisors, Inc.1,170$93.1K0.06%00.0%Unchanged
RMG Wealth Management LLC1,271$93.5K0.01%+6+0.5%Added
Old Point Trust & Financial Services N A1,183$94.2K0.03%00.0%Unchanged
Financial Consulate, Inc1,188$94.5K0.01%+130+12.3%Added
Wellington Grp LLC1,193$95.0K0.03%−8−0.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,210$96.0K0.03%00.0%Unchanged
RHL Group, LLC1,207$96.1K0.08%+7+0.6%Added
Activest Wealth Management1,208$96.2K0.02%−309−20.4%Reduced
Mowery & Schoenfeld Wealth Management, LLC1,208$96.2K0.15%−63−5.0%Reduced
Wilkerson Advisory Group LLC1,210$96.4K0.03%+154+14.6%Added
WFA of San Diego, LLC1,218$97.0K0.08%00.0%Unchanged
Manitou Investment Management Ltd.1,220$97.1K0.02%00.0%Unchanged
Bank of New Hampshire1,220$97.1K0.02%00.0%Unchanged
Pittenger & Anderson Inc1,223$97.4K0.00%−1,334−52.2%Reduced
Country Trust Bank1,242$98.9K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,242$98.9K0.04%+262+26.7%Added
Truvestments Capital LLC1,243$99.0K0.02%00.0%Unchanged
TSFG, LLC1,239$99.0K0.02%00.0%Unchanged
Financial Life Planners1,255$99.9K0.08%+1,255New
Silicon Valley Capital Partners1,258$100.1K0.01%−422−25.1%Reduced
Millstone Evans Group, LLC1,259$100.2K0.06%+53+4.4%Added
Union Savings Bank1,293$102.9K0.05%00.0%Unchanged
Investment Research & Advisory Group, Inc.1,229$104.1K0.04%+2+0.2%Added
Harbor Capital Advisors, Inc.1,315$105.0K0.01%−383−22.6%Reduced
Fortis Group Advisors, LLC1,323$105.3K0.02%+703+113.4%Added
American National Bank1,327$105.6K0.01%−323−19.6%Reduced
Harvest Fund Management Co., Ltd1,334$106.0K0.00%−65,534−98.0%Reduced
Clarity Asset Management, Inc.1,333$106.1K0.05%−94−6.6%Reduced
Trust Co1,340$106.7K0.01%+302+29.1%Added
Cranbrook Wealth Management, LLC1,350$107.5K0.02%00.0%Unchanged
Ballast Advisors LLC1,354$107.8K0.03%+1,354New
Rogco, LP1,357$108.0K0.04%−157−10.4%Reduced
Ulland Investment Advisors, LLC1,370$109.0K0.09%−65−4.5%Reduced
Ares Financial Consulting, LLC1,378$111.0K0.09%+460+50.1%Added
Rocky Mountain Advisers, LLC1,400$111.5K0.03%00.0%Unchanged
Fountainhead AM, LLC1,414$112.6K0.10%+862+156.2%Added
Essential Investment Partners LLC1,447$115.2K0.11%00.0%Unchanged
Hilton Head Capital Partners, LLC1,451$115.5K0.07%+23+1.6%Added
Smallwood Wealth Investment Management, LLC1,453$115.7K0.06%−160−9.9%Reduced
Adirondack Trust Co1,511$120.3K0.04%00.0%Unchanged
Financial Freedom, LLC1,515$120.6K0.06%+296+24.3%Added
Financial Management Professionals, Inc.1,533$122.0K0.01%−64−4.0%Reduced
Paladin Partners, LLC1,540$122.6K0.09%00.0%Unchanged
Gill Capital Partners, LLC1,551$123.5K0.04%+1,551New
Hollencrest Capital Management1,560$124.2K0.00%+1+0.1%Added
SHP Wealth Management1,569$124.9K0.01%+177+12.7%Added
Murphy & Mullick Capital Management Corp1,583$126.0K0.09%+3+0.2%Added
Lodestone Wealth Management LLC1,590$126.6K0.05%−142−8.2%Reduced
Clean Yield Group1,591$126.7K0.04%00.0%Unchanged
Atlantic Trust, LLC1,603$127.6K0.02%00.0%Unchanged
Keating Financial Advisory Services, Inc.1,635$130.2K0.02%−91−5.3%Reduced
Fortitude Family Office, LLC1,639$130.5K0.03%−4,986−75.3%Reduced
Creative Financial Designs Inc1,649$131.2K0.01%+212+14.8%Added
Motco1,651$131.4K0.01%−30−1.8%Reduced
Longview Financial Advisors LLC1,653$131.6K0.07%00.0%Unchanged
First United Bank Trust1,655$131.8K0.04%−25−1.5%Reduced
Centerpoint Advisors, LLC1,653$132.0K0.04%00.0%Unchanged
Bay Harbor Wealth Management, LLC1,663$132.4K0.03%+4+0.2%Added
CWM Advisors, LLC1,676$133.4K0.01%00.0%Unchanged