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 |
|---|---|---|---|---|---|
| United Bank | 4,000 | $318.4K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $318.4K | 0.15% | 00.0% | Unchanged |
| Elevatus Welath Management | 4,004 | $318.8K | 0.17% | +255+6.8% | Added |
| Trustmark National Bank Trust Department | 4,012 | $319.4K | 0.02% | +278+7.4% | Added |
| Third View Private Wealth, LLC | 4,013 | $319.5K | 0.04% | +161+4.2% | Added |
| ABN AMRO Bank N.V. | 4,000 | $319.9K | 0.00% | −56,665−93.4% | Reduced |
| James Hambro & Partners | 4,019 | $319.9K | 0.01% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 4,030 | $320.0K | 0.23% | +4,030 | New |
| SFMG, LLC | 4,020 | $320.1K | 0.02% | +122+3.1% | Added |
| Peddock Capital Advisors, LLC | 4,024 | $320.4K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,026 | $320.5K | 0.02% | −695−14.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,028 | $320.7K | 0.05% | −67−1.6% | Reduced |
| Next Level Private LLC | 4,031 | $320.9K | 0.07% | −3−0.1% | Reduced |
| Atlas Legacy Advisors, LLC | 4,035 | $321.2K | 0.06% | −785−16.3% | Reduced |
| Argyle Capital Partners, LLC | 4,040 | $321.7K | 0.23% | +131+3.4% | Added |
| JGP Wealth Management, LLC | 4,044 | $321.9K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 4,047 | $322.2K | 0.19% | −200−4.7% | Reduced |
| Discipline Wealth Solutions, LLC | 4,048 | $322.3K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,048 | $322.3K | 0.03% | −133−3.2% | Reduced |
| S Harris Financial Group, LLC | 4,050 | $322.5K | 0.29% | −89−2.2% | Reduced |
| Albion Financial Group | 4,052 | $322.6K | 0.02% | +2,797+222.9% | Added |
| Bull Harbor Capital LLC | 4,057 | $323.0K | 0.09% | +4,057 | New |
| Ssi Investment Management LLC | 4,057 | $323.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 4,076 | $324.5K | 0.02% | +46+1.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 4,078 | $324.7K | 0.29% | −22,434−84.6% | Reduced |
| Lifeworks Advisors, LLC | 4,094 | $325.9K | 0.04% | −6−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 4,100 | $326.4K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $326.4K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 4,110 | $327.2K | 0.07% | +382+10.2% | Added |
| Foresight Global Investors, Inc. | 4,117 | $327.8K | 0.21% | 00.0% | Unchanged |
| Lawood & Co | 4,118 | $327.8K | 0.30% | +111+2.8% | Added |
| Michels Family Financial, LLC | 4,123 | $328.3K | 0.24% | +111+2.8% | Added |
| Landing Point Financial Group, LLC | 4,131 | $328.9K | 0.16% | +10.0% | Added |
| Piedmont Capital Management, LLC | 4,140 | $329.6K | 0.22% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4,150 | $330.4K | 0.02% | −662−13.8% | Reduced |
| Principal Street Partners, LLC | 4,150 | $330.4K | 0.05% | +113+2.8% | Added |
| Brady Family Wealth, LLC | 4,152 | $330.6K | 0.10% | +149+3.7% | Added |
| BCV Asset Management Inc. | 4,155 | $330.8K | 0.01% | +4,155 | New |
| Gould Asset Management LLC | 4,157 | $330.9K | 0.06% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 4,159 | $331.1K | 0.25% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,162 | $331.3K | 0.07% | +256+6.6% | Added |
| Alps Advisors Inc | 4,169 | $331.9K | 0.00% | −525−11.2% | Reduced |
| Ellis Investment Partners, LLC | 4,171 | $332.1K | 0.06% | +20.0% | Added |
| Integrity Wealth Advisors, Inc. | 4,175 | $332.4K | 0.20% | +248+6.3% | Added |
| Camden National Bank | 4,176 | $332.5K | 0.04% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,192 | $333.7K | 0.08% | +9+0.2% | Added |
| Paul Damon & Associates, Inc. | 4,192 | $333.7K | 0.15% | +4,192 | New |
| TCI Wealth Advisors, Inc. | 4,201 | $334.4K | 0.02% | −132−3.0% | Reduced |
| Nixon Peabody Trust Co | 4,202 | $334.5K | 0.03% | +851+25.4% | Added |
| Centurion Wealth Management LLC | 4,203 | $334.6K | 0.08% | −12−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,209 | $335.1K | 0.01% | −544−11.4% | Reduced |
| Grove Bank & Trust | 4,217 | $335.7K | 0.04% | +49+1.2% | Added |
| American Trust | 4,223 | $336.2K | 0.03% | −130−3.0% | Reduced |
| EdgeRock Capital LLC | 4,224 | $336.3K | 0.09% | −205−4.6% | Reduced |
| Golden Reserve Retirement LLC | 4,225 | $336.4K | 0.07% | +1,179+38.7% | Added |
| Romano Brothers and Company | 4,247 | $338.1K | 0.04% | −60−1.4% | Reduced |
| Towerpoint Wealth, LLC | 4,249 | $338.3K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,254 | $338.7K | 0.10% | +14+0.3% | Added |
| Mokosak Advisory Group, LLC | 4,264 | $339.4K | 0.08% | +21+0.5% | Added |
| Tillman Hartley LLC | 4,265 | $339.5K | 0.09% | −665−13.5% | Reduced |
| Compass Financial Services Inc | 4,265 | $339.6K | 0.15% | +1,218+40.0% | Added |
| Duncan Williams Asset Management, LLC | 4,270 | $339.9K | 0.09% | −645−13.1% | Reduced |
| 111 Capital | 4,277 | $340.5K | 0.08% | −1,474−25.6% | Reduced |
| Aviance Capital Partners, LLC | 4,279 | $340.6K | 0.04% | +3+0.1% | Added |
| Ellenbecker Investment Group | 4,288 | $341.4K | 0.05% | +10+0.2% | Added |
| One Wealth Capital Management, LLC | 4,191 | $341.6K | 0.15% | −455−9.8% | Reduced |
| Werba Rubin Papier Wealth Management | 4,294 | $341.8K | 0.05% | +688+19.1% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $341.8K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,296 | $342.0K | 0.04% | −25−0.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,300 | $342.4K | 0.15% | +12+0.3% | Added |
| Ballast, Inc. | 4,303 | $342.6K | 0.08% | −298−6.5% | Reduced |
| Osterweis Capital Management Inc | 4,307 | $342.9K | 0.02% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 4,311 | $343.2K | 0.21% | −266−5.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,317 | $343.7K | 0.10% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $344.8K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4,334 | $345.0K | 0.15% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,334 | $345.0K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 4,337 | $345.3K | 0.07% | +4,337 | New |
| Kondo Wealth Advisors, Inc. | 4,344 | $345.8K | 0.13% | −20−0.5% | Reduced |
| Impact Capital Partners LLC | 4,345 | $345.9K | 0.10% | +6+0.1% | Added |
| Trilogy Capital Inc. | 4,347 | $346.0K | 0.02% | +973+28.8% | Added |
| Legacy Wealth Advisors, LLC | 4,352 | $346.5K | 0.18% | +241+5.9% | Added |
| Stronghold Wealth Management L.L.C. | 4,360 | $347.1K | 0.52% | +106+2.5% | Added |
| Bill Few Associates, Inc. | 4,363 | $347.3K | 0.08% | +100+2.3% | Added |
| Embree Financial Group | 4,376 | $348.4K | 0.04% | +714+19.5% | Added |
| LeConte Wealth Management, LLC | 4,377 | $348.4K | 0.23% | −94−2.1% | Reduced |
| Koenig Investment Advisory, LLC | 4,380 | $348.7K | 0.30% | −7−0.2% | Reduced |
| Circle Wealth Management, LLC | 4,383 | $348.9K | 0.00% | +75+1.7% | Added |
| Black Diamond Financial, LLC | 4,398 | $350.1K | 0.04% | −406−8.5% | Reduced |
| Arrow Financial Corp | 4,399 | $350.2K | 0.04% | −590−11.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $350.3K | 0.10% | 00.0% | Unchanged |
| Concentrum Wealth Management | 4,401 | $350.4K | 0.10% | +23+0.5% | Added |
| Rosenberg Matthew Hamilton | 4,405 | $350.7K | 0.07% | +145+3.4% | Added |
| Madison Wealth Partners, Inc | 4,412 | $351.3K | 0.06% | +309+7.5% | Added |
| Check Capital Management Inc | 4,413 | $351.3K | 0.02% | −625−12.4% | Reduced |
| Sonata Capital Group Inc | 4,415 | $351.5K | 0.13% | −100−2.2% | Reduced |
| Beacon Financial Advisory LLC | 4,416 | $351.6K | 0.08% | −106−2.3% | Reduced |
| Partners Wealth Management, LLC | 4,417 | $351.6K | 0.36% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,420 | $351.9K | 0.05% | +160+3.8% | Added |
| First American Bank | 4,422 | $352.0K | 0.02% | 00.0% | Unchanged |