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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Owl Creek Wealth Partners LLC | 3,103 | $247.0K | 0.09% | +3,103 | New |
| August Group Capital Ltd | 3,108 | $247.4K | 0.29% | −58−1.8% | Reduced |
| Schiavi & Co LLC | 3,116 | $248.0K | 0.07% | +3,116 | New |
| Heartwood Wealth Advisors LLC | 3,120 | $248.4K | 0.02% | +61+2.0% | Added |
| Hummer Financial Advisory Services Inc | 3,126 | $248.9K | 0.18% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,133 | $249.4K | 0.08% | −25−0.8% | Reduced |
| Demars Financial Group, LLC | 3,142 | $250.1K | 0.08% | +118+3.9% | Added |
| Juncture Wealth Strategies, LLC | 3,148 | $250.6K | 0.08% | −2−0.1% | Reduced |
| Ariadne Wealth Management, LP | 3,161 | $251.7K | 0.11% | −884−21.9% | Reduced |
| Forza Wealth Management, LLC | 3,164 | $251.9K | 0.09% | 00.0% | Unchanged |
| GDS Wealth Management | 3,166 | $252.0K | 0.02% | −74−2.3% | Reduced |
| Investment Advisory Services Inc | 3,171 | $252.4K | 0.08% | −10−0.3% | Reduced |
| Walsh & Associates, LLC | 3,173 | $252.6K | 0.25% | +6+0.2% | Added |
| Vivaldi Capital Management, LLC | 3,173 | $252.6K | 0.03% | +14+0.4% | Added |
| Blue Fin Capital, Inc. | 3,180 | $253.2K | 0.04% | −10.0% | Reduced |
| Wall Street Financial Group, Inc. | 3,181 | $253.2K | 0.15% | +49+1.6% | Added |
| Finer Wealth Management, Inc. | 3,187 | $253.7K | 0.13% | −43−1.3% | Reduced |
| Brave Asset Management Inc | 3,187 | $253.7K | 0.06% | 00.0% | Unchanged |
| City State Bank | 3,189 | $253.9K | 0.07% | −25−0.8% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $254.6K | 0.01% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,984 | $254.8K | 0.02% | +173+6.2% | Added |
| Missouri Trust & Investment Co | 3,208 | $255.4K | 0.07% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,215 | $255.9K | 0.11% | +452+16.4% | Added |
| BNC Wealth Management, LLC | 3,216 | $256.0K | 0.07% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 3,217 | $256.1K | 0.09% | +431+15.5% | Added |
| Central Valley Advisors, LLC | 3,224 | $256.7K | 0.07% | +3,224 | New |
| Okabena Investment Services Inc | 3,225 | $256.7K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,236 | $257.0K | 0.00% | +53+1.7% | Added |
| Shelter Rock Management, LLC | 3,229 | $257.1K | 0.27% | +17+0.5% | Added |
| Sutton Place Investors LLC | 3,238 | $257.8K | 0.14% | +21+0.7% | Added |
| Wealth Management Partners, LLC | 3,238 | $257.8K | 0.07% | +1,059+48.6% | Added |
| Fortis Capital Management LLC | 3,241 | $258.0K | 0.03% | −114−3.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,241 | $258.0K | 0.01% | −24−0.7% | Reduced |
| WBH Advisory Inc | 3,204 | $258.1K | 0.02% | +213+7.1% | Added |
| Financial Management Network Inc | 3,005 | $258.5K | 0.04% | −245−7.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,248 | $258.6K | 0.07% | −169−4.9% | Reduced |
| Hoxton Planning & Management, LLC | 3,249 | $258.7K | 0.08% | −60−1.8% | Reduced |
| Builder Investment Group Inc | 3,250 | $258.7K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,256 | $259.2K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,262 | $259.7K | 0.02% | +2+0.1% | Added |
| Johnson Wealth Management, LLC | 3,266 | $260.0K | 0.13% | −38−1.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,372 | $260.3K | 0.01% | +3,372 | New |
| Hara Capital LLC | 3,273 | $260.6K | 0.13% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,280 | $261.0K | 0.01% | +96+3.0% | Added |
| Claret Asset Management Corp | 3,291 | $262.0K | 0.03% | +5+0.2% | Added |
| MKT Advisors LLC | 3,205 | $262.0K | 0.09% | −1,035−24.4% | Reduced |
| Legend Capital Advisors LLC | 3,300 | $262.7K | 0.16% | −123−3.6% | Reduced |
| Kera Capital Partners, Inc. | 3,300 | $262.7K | 0.03% | +49+1.5% | Added |
| Invenio Wealth Partners LLC | 3,306 | $263.2K | 0.10% | +974+41.8% | Added |
| Cedar Point Capital Partners, LLC | 3,307 | $263.3K | 0.17% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,236 | $263.4K | 0.02% | +3,236 | New |
| Ullmann Financial Group, Inc. | 3,312 | $263.7K | 0.03% | −927−21.9% | Reduced |
| QTR Family Wealth, LLC | 3,228 | $263.7K | 0.11% | +645+25.0% | Added |
| Core Wealth Partners LLC | 3,322 | $264.5K | 0.12% | −17−0.5% | Reduced |
| BXM Wealth LLC | 3,324 | $264.7K | 0.20% | −224−6.3% | Reduced |
| Fortress Private Ledger, LLC | 3,331 | $265.1K | 0.08% | −13,908−80.7% | Reduced |
| Consolidated Planning Corp | 3,345 | $266.3K | 0.04% | −786−19.0% | Reduced |
| Avenue 1 Advisors, LLC | 3,346 | $266.4K | 0.08% | −47−1.4% | Reduced |
| Index Fund Advisors, Inc. | 3,351 | $266.8K | 0.01% | −9−0.3% | Reduced |
| ESL Trust Services, LLC | 3,352 | $266.9K | 0.05% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 3,129 | $267.3K | 0.05% | −16−0.5% | Reduced |
| Omnia Family Wealth, LLC | 3,370 | $268.3K | 0.08% | −1,070−24.1% | Reduced |
| Solidarilty Wealth, LLC | 3,376 | $268.8K | 0.05% | +3,376 | New |
| Affinity Capital Advisors, LLC | 3,384 | $269.4K | 0.04% | +116+3.5% | Added |
| Consilio Wealth Advisors, LLC | 3,391 | $270.0K | 0.08% | −145−4.1% | Reduced |
| Lionshead Wealth Management, LLC | 3,391 | $270.0K | 0.20% | −82−2.4% | Reduced |
| BCR Wealth Strategies, LLC | 3,401 | $270.0K | 0.08% | −382−10.1% | Reduced |
| Oakworth Capital, Inc. | 3,396 | $270.4K | 0.01% | +4+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 3,400 | $270.7K | 0.26% | −400−10.5% | Reduced |
| Wilian Securities, LLC | 3,405 | $271.1K | 0.66% | −13−0.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,412 | $271.6K | 0.05% | −2,946−46.3% | Reduced |
| Prosperity Bancshares Inc | 3,415 | $271.9K | 0.22% | −817−19.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,422 | $272.4K | 0.09% | +375+12.3% | Added |
| Symphony Financial, Ltd. Co. | 3,494 | $272.6K | 0.04% | −907−20.6% | Reduced |
| Rise Advisors, LLC | 3,384 | $272.7K | 0.10% | −79−2.3% | Reduced |
| Asset Planning,Inc | 3,429 | $273.0K | 0.19% | +213+6.6% | Added |
| Eagle Wealth Strategies LLC | 3,430 | $273.1K | 0.12% | −95−2.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,436 | $273.5K | 0.01% | −30−0.9% | Reduced |
| DB&C Advisors, LLC | 3,439 | $273.8K | 0.36% | +13+0.4% | Added |
| Verus Financial Partners, Inc. | 3,377 | $274.4K | 0.02% | +710+26.6% | Added |
| Chris Bulman Inc | 3,450 | $274.7K | 0.12% | +3,450 | New |
| Vistica Wealth Advisors, LLC | 3,453 | $274.9K | 0.27% | +164+5.0% | Added |
| New World Advisors LLC | 3,456 | $275.1K | 0.05% | −352−9.2% | Reduced |
| Vaughan David Investments LLC | 3,470 | $276.0K | 0.01% | +10.0% | Added |
| SFE Investment Counsel | 3,468 | $276.1K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,472 | $276.4K | 0.03% | +431+14.2% | Added |
| Sprinkle Financial Consultants LLC | 3,473 | $276.5K | 0.13% | −35−1.0% | Reduced |
| Wealthquest Corp | 3,475 | $276.6K | 0.02% | −717−17.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,477 | $276.8K | 0.02% | −153−4.2% | Reduced |
| Northstar Group, Inc. | 3,482 | $277.2K | 0.04% | +12+0.3% | Added |
| Centennial Wealth Advisory LLC | 3,483 | $277.3K | 0.07% | −720−17.1% | Reduced |
| McMill Wealth Management | 3,491 | $277.9K | 0.07% | 00.0% | Unchanged |
| HBK Investments L P | 3,492 | $278.0K | 0.00% | +3,492 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,496 | $278.3K | 0.08% | −226−6.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,498 | $278.5K | 0.04% | +20+0.6% | Added |
| Tobias Financial Advisors, Inc. | 3,499 | $278.6K | 0.04% | −602−14.7% | Reduced |
| Five Oceans Advisors | 3,500 | $278.6K | 0.10% | −52−1.5% | Reduced |
| Custom Index Systems, LLC | 3,500 | $278.6K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,500 | $279.0K | 0.00% | +800+29.6% | Added |
| Powers Advisory Group, LLC | 3,513 | $279.7K | 0.10% | +3+0.1% | Added |