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
- 2,827
- −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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3,514 | $280.0K | 0.03% | +112+3.3% | Added |
| BSW Wealth Partners | 3,523 | $280.4K | 0.03% | +62+1.8% | Added |
| BetterWealth, LLC | 3,526 | $280.7K | 0.06% | +21+0.6% | Added |
| Retirement Planning Group | 3,527 | $280.8K | 0.01% | +242+7.4% | Added |
| Boston Family Office LLC | 3,548 | $282.0K | 0.02% | +125+3.7% | Added |
| Wedgewood Investors Inc | 3,543 | $282.1K | 0.32% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,558 | $283.3K | 0.02% | +143+4.2% | Added |
| Stonebridge Financial Group, LLC | 3,560 | $283.4K | 0.02% | +1,149+47.7% | Added |
| Emergent Wealth Advisors, LLC | 3,564 | $283.7K | 0.17% | +353+11.0% | Added |
| Jefferies Financial Group Inc. | 3,577 | $284.8K | 0.00% | −47,051−92.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,579 | $284.9K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,580 | $285.0K | 0.15% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 3,569 | $285.6K | 0.02% | +516+16.9% | Added |
| Ayrshire Capital Management LLC | 3,600 | $286.6K | 0.15% | −1,593−30.7% | Reduced |
| Trust Co of Virginia | 3,601 | $286.7K | 0.02% | −675−15.8% | Reduced |
| Verity & Verity, LLC | 3,605 | $287.0K | 0.02% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,611 | $287.5K | 0.19% | +326+9.9% | Added |
| Sandy Cove Advisors, LLC | 3,616 | $287.9K | 0.09% | +53+1.5% | Added |
| Financial Connections Group, Inc. | 3,624 | $288.0K | 0.10% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,625 | $288.6K | 0.12% | −2,251−38.3% | Reduced |
| Nolet Wealth Management, LLC | 3,626 | $288.7K | 0.16% | −71−1.9% | Reduced |
| Motive Wealth Advisors | 3,629 | $288.9K | 0.14% | −40−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,635 | $289.4K | 0.02% | +156+4.5% | Added |
| Asset Dedication, LLC | 3,637 | $289.5K | 0.02% | −748−17.1% | Reduced |
| Lifelong Wealth Advisors, Inc. | 3,647 | $290.3K | 0.08% | +2+0.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $291.4K | 0.23% | −12−0.3% | Reduced |
| Paragon Private Wealth Management, LLC | 3,663 | $291.6K | 0.09% | −294−7.4% | Reduced |
| Planned Solutions, Inc. | 3,675 | $292.6K | 0.10% | −1,383−27.3% | Reduced |
| Beck Mack & Oliver LLC | 3,682 | $293.1K | 0.01% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,685 | $293.4K | 0.05% | +17+0.5% | Added |
| RKL Wealth Management LLC | 3,689 | $293.7K | 0.03% | −4,437−54.6% | Reduced |
| Sivia Capital Partners, LLC | 3,689 | $293.7K | 0.06% | −5,210−58.5% | Reduced |
| Rare Wolf Capital LLC | 3,695 | $294.2K | 0.19% | 00.0% | Unchanged |
| Matauro, LLC | 3,695 | $294.2K | 0.04% | +15+0.4% | Added |
| Vista Private Wealth Partners. LLC | 3,889 | $294.2K | 0.10% | +393+11.2% | Added |
| HFG Advisors, Inc. | 3,696 | $294.2K | 0.21% | −1,033−21.8% | Reduced |
| Northland Securities, Inc. | 3,700 | $294.6K | 0.28% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,705 | $295.0K | 0.07% | +20+0.5% | Added |
| Madson Wealth Advisors Inc | 3,718 | $296.0K | 0.25% | +3,718 | New |
| Adamsbrown Wealth Consultants LLC | 3,719 | $296.1K | 0.08% | −37−1.0% | Reduced |
| CoreFirst Bank & Trust | 3,723 | $296.4K | 0.16% | −310−7.7% | Reduced |
| Cannon Wealth Management Services, LLC | 3,726 | $296.6K | 0.20% | +3,726 | New |
| BTG Pactual Asset Management US LLC | 3,736 | $297.4K | 0.03% | −2,156−36.6% | Reduced |
| TCP Asset Management, LLC | 3,736 | $297.4K | 0.04% | +3,736 | New |
| Front Street Capital Management, Inc. | 3,743 | $298.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,739 | $298.0K | 0.10% | +9+0.2% | Added |
| Colonial Trust Advisors | 3,743 | $298.0K | 0.02% | +149+4.1% | Added |
| Wealth Dimensions Group, Ltd. | 3,748 | $298.4K | 0.06% | +276+7.9% | Added |
| Sterling Group Wealth Management, LLC | 3,751 | $298.6K | 0.14% | +3,751 | New |
| Hazlett, Burt & Watson, Inc. | 3,757 | $299.0K | 0.09% | +10.0% | Added |
| New Wave Wealth Advisors LLC | 3,760 | $299.3K | 0.10% | −1,532−28.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $299.5K | 0.15% | −54−1.4% | Reduced |
| Grove Street Fiduciary, LLC | 3,766 | $299.8K | 0.13% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,772 | $300.3K | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,785 | $301.3K | 0.21% | −396−9.5% | Reduced |
| MJP Associates Inc | 3,799 | $302.5K | 0.04% | −183−4.6% | Reduced |
| Westhampton Capital, LLC | 3,800 | $302.5K | 0.14% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 3,703 | $302.8K | 0.37% | −1,079−22.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,808 | $303.1K | 0.04% | −4−0.1% | Reduced |
| United Wealth Management, LLC | 3,818 | $304.0K | 0.08% | 00.0% | Unchanged |
| Petix & Botte Co | 1,914 | $304.7K | 0.07% | −1,914−50.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,834 | $305.3K | 0.22% | +2+0.1% | Added |
| HRC Wealth Management, LLC | 3,835 | $305.3K | 0.14% | +3+0.1% | Added |
| Arvest Investments, Inc. | 3,837 | $305.5K | 0.04% | −12−0.3% | Reduced |
| Accelerate Investment Advisors LLC | 3,841 | $305.8K | 0.20% | −10.0% | Reduced |
| Adelphi Trust Co | 3,841 | $305.8K | 0.25% | −29−0.7% | Reduced |
| Donaldson Capital Management, LLC | 3,847 | $306.3K | 0.01% | −953−19.9% | Reduced |
| Peninsula Asset Management Inc | 3,851 | $306.6K | 0.16% | +3,851 | New |
| Sig Brokerage, LP | 3,851 | $306.6K | 0.09% | +3,851 | New |
| DecisionMap Wealth Management, LLC | 3,853 | $306.7K | 0.20% | −35−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,853 | $306.8K | 0.03% | 00.0% | Unchanged |
| Reflection Asset Management | 3,866 | $307.8K | 0.19% | +105+2.8% | Added |
| Financial Network Wealth Advisors LLC | 3,872 | $308.3K | 0.32% | +3+0.1% | Added |
| Investment Advisory Group, LLC | 3,876 | $308.6K | 0.08% | −103−2.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,882 | $309.0K | 0.07% | −272−6.5% | Reduced |
| Vicus Capital | 3,891 | $309.8K | 0.02% | −21−0.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,896 | $310.2K | 0.20% | −687−15.0% | Reduced |
| Madrona Financial Services, LLC | 3,898 | $310.3K | 0.07% | +5+0.1% | Added |
| Marietta Investment Partners LLC | 3,900 | $310.5K | 0.06% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 3,920 | $312.1K | 0.12% | −114−2.8% | Reduced |
| Security National Bank of So Dak | 3,927 | $312.6K | 0.15% | −1,430−26.7% | Reduced |
| Great Waters Wealth Management | 3,932 | $313.0K | 0.03% | −10−0.3% | Reduced |
| WealthPoint Financial, LLC | 3,932 | $313.1K | 0.26% | +71+1.8% | Added |
| StoryOne LLC | 0 | $313.1K | 0.18% | 0 | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,936 | $313.3K | 0.04% | −26−0.7% | Reduced |
| Vestor Capital, LLC | 3,944 | $314.0K | 0.02% | +3,522+834.6% | Added |
| Granite Harbor Advisors, Inc. | 3,950 | $314.5K | 0.14% | +116+3.0% | Added |
| Octavia Wealth Advisors, LLC | 3,955 | $314.9K | 0.03% | −213−5.1% | Reduced |
| SJS Investment Consulting Inc. | 3,959 | $315.1K | 0.04% | +20+0.5% | Added |
| Kure Advisory, LLC | 3,964 | $315.6K | 0.17% | +5+0.1% | Added |
| New Covenant Trust Company, N.A. | 3,970 | $316.1K | 0.28% | +950+31.5% | Added |
| 10Elms LLP | 3,971 | $316.1K | 0.20% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,978 | $316.7K | 0.04% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,979 | $316.8K | 0.12% | +1,153+40.8% | Added |
| Private Advisory Group LLC | 3,985 | $317.3K | 0.02% | +3,985 | New |
| United Advisor Group, LLC | 3,990 | $317.7K | 0.04% | +199+5.2% | Added |
| Ostrum Asset Management | 3,993 | $317.9K | 0.02% | +2,656+198.7% | Added |
| Parkway Wealth Management Group, LLC | 3,697 | $318.0K | 0.04% | +97+2.7% | Added |
| Northcape Wealth Management, LLC | 3,997 | $318.2K | 0.09% | +42+1.1% | Added |
| Dempze Nancy E | 4,000 | $318.4K | 0.17% | −1,500−27.3% | Reduced |