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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 4,424 | $352.2K | 0.12% | −594−11.8% | Reduced |
| Narwhal Capital Management | 4,431 | $352.8K | 0.03% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,432 | $352.8K | 0.14% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,443 | $353.7K | 0.07% | −3−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,445 | $353.9K | 0.03% | +400+9.9% | Added |
| Golden State Wealth Management, LLC | 4,454 | $354.6K | 0.04% | −292−6.2% | Reduced |
| Johnson & White Wealth Management, LLC | 4,456 | $354.7K | 0.15% | −6−0.1% | Reduced |
| GW&K Investment Management, LLC | 4,463 | $355.0K | 0.00% | −59−1.3% | Reduced |
| First Heartland Consultants, Inc. | 4,465 | $355.4K | 0.03% | +20+0.4% | Added |
| Lynch Investment Planning, LLC | 4,476 | $356.3K | 0.32% | +25+0.6% | Added |
| Edgestream Partners, L.P. | 4,485 | $357.1K | 0.01% | −4,340−49.2% | Reduced |
| Bernardo Wealth Planning LLC | 4,510 | $359.1K | 0.07% | +19+0.4% | Added |
| Professional Financial Advisors, LLC | 4,512 | $359.2K | 0.07% | +148+3.4% | Added |
| Private Wealth Group, LLC | 4,514 | $359.4K | 0.17% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,521 | $359.9K | 0.12% | +7+0.2% | Added |
| Range Advisory, LLC | 4,532 | $360.8K | 0.07% | +23+0.5% | Added |
| Myriad Asset Management US LP | 4,538 | $361.0K | 0.54% | +506+12.5% | Added |
| O'Rourke & Company, Inc | 4,540 | $361.5K | 0.14% | +3+0.1% | Added |
| Independence Wealth Advisors, LLC | 4,543 | $361.6K | 0.19% | +1,529+50.7% | Added |
| Caldwell Sutter Capital, Inc. | 4,547 | $362.0K | 0.15% | −149−3.2% | Reduced |
| May Hill Capital, LLC | 4,548 | $362.1K | 0.09% | +951+26.4% | Added |
| Excelsior Advisor Network LLC | 4,552 | $362.4K | 0.14% | +235+5.4% | Added |
| Seeds Investor LLC | 4,436 | $362.4K | 0.05% | +7+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 4,556 | $362.7K | 0.06% | −15−0.3% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $363.0K | 0.21% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 4,565 | $363.4K | 0.29% | −65−1.4% | Reduced |
| P.A.W. Capital Corp | 4,600 | $364.1K | 0.29% | +4,600 | New |
| CMG Global Holdings, LLC | 4,577 | $364.4K | 0.17% | +7+0.2% | Added |
| Prairiewood Capital, LLC | 4,593 | $365.6K | 0.11% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,720 | $366.6K | 0.20% | −59−1.2% | Reduced |
| Diesslin Group, Inc. | 4,632 | $368.8K | 0.17% | 00.0% | Unchanged |
| Avion Wealth | 4,671 | $371.0K | 0.08% | −967−17.2% | Reduced |
| Eagle Harbor Asset Management Inc | 4,675 | $372.2K | 0.32% | −446−8.7% | Reduced |
| Van Hulzen Asset Management, LLC | 4,713 | $375.2K | 0.03% | +2,137+83.0% | Added |
| Old Mission Investment Co LLC | 4,716 | $375.4K | 0.09% | +540+12.9% | Added |
| Strategy Asset Managers LLC | 4,729 | $376.4K | 0.06% | −61−1.3% | Reduced |
| Cogent Private Wealth, Inc. | 4,730 | $376.6K | 0.27% | +412+9.5% | Added |
| Optivise Advisory Services LLC | 4,739 | $377.3K | 0.23% | −397−7.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 4,746 | $377.8K | 0.05% | +2,379+100.5% | Added |
| North Berkeley Wealth Management, LLC | 4,752 | $378.3K | 0.20% | +185+4.1% | Added |
| Granite Islands Private Wealth, LLC | 4,764 | $379.3K | 0.35% | −3,240−40.5% | Reduced |
| Frederick Financial Consultants, LLC | 4,780 | $380.6K | 0.19% | +1,383+40.7% | Added |
| Cypress Capital Group | 4,793 | $381.5K | 0.04% | +666+16.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $382.1K | 0.20% | 00.0% | Unchanged |
| Novem Group | 4,807 | $382.7K | 0.04% | −1,400−22.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,850 | $383.9K | 0.24% | +2,000+70.2% | Added |
| Safeguard Investment Advisory Group, LLC | 4,823 | $384.0K | 0.11% | +89+1.9% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,828 | $384.4K | 0.04% | −116−2.3% | Reduced |
| Buckhead Capital Management LLC | 4,829 | $384.4K | 0.14% | −66−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,832 | $384.7K | 0.08% | −3,268−40.3% | Reduced |
| Bruce G. Allen Investments, LLC | 4,837 | $385.1K | 0.25% | +171+3.7% | Added |
| Marest Capital, LLC | 4,852 | $386.2K | 0.22% | +2,069+74.3% | Added |
| Duncker Streett & Co Inc | 4,857 | $386.6K | 0.07% | −991−16.9% | Reduced |
| Strategic Planning Group, LLC | 4,865 | $387.3K | 0.05% | −62,010−92.7% | Reduced |
| Samalin Investment Counsel, LLC | 4,879 | $388.5K | 0.14% | −6−0.1% | Reduced |
| FSM Wealth Advisors, LLC | 4,881 | $388.5K | 0.05% | −143−2.8% | Reduced |
| WoodTrust Financial Corp | 4,901 | $390.0K | 0.05% | −46−0.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,767 | $390.2K | 0.04% | −987−17.2% | Reduced |
| Revolve Wealth Partners, LLC | 4,905 | $390.5K | 0.05% | +112+2.3% | Added |
| Millennium Capital Advisors, LLC | 4,910 | $390.9K | 0.24% | 00.0% | Unchanged |
| First Financial Corp | 4,911 | $391.0K | 0.15% | −214−4.2% | Reduced |
| Klingenstein Fields & Co LP | 4,911 | $391.0K | 0.02% | +11+0.2% | Added |
| TSG Advice Partners, LLC | 4,913 | $391.1K | 0.06% | +472+10.6% | Added |
| Brewster Financial Planning LLC | 4,917 | $391.4K | 0.24% | +24+0.5% | Added |
| Walker Asset Management, LLC | 4,918 | $391.6K | 0.21% | +24+0.5% | Added |
| Chapin Davis, Inc. | 4,924 | $392.0K | 0.09% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,924 | $392.0K | 0.04% | +40+0.8% | Added |
| Mma Asset Management LLC | 4,925 | $392.1K | 0.14% | −10.0% | Reduced |
| Jacksonville Wealth Management, LLC | 4,925 | $392.1K | 0.26% | +75+1.5% | Added |
| Kesler, Norman & Wride, LLC | 4,933 | $392.8K | 0.07% | +10+0.2% | Added |
| AA Financial Advisors, LLC | 4,937 | $393.0K | 0.06% | +457+10.2% | Added |
| Byrne Financial Freedom, LLC | 4,942 | $393.5K | 0.19% | −218−4.2% | Reduced |
| Ignite Planners, LLC | 4,937 | $394.6K | 0.06% | −41−0.8% | Reduced |
| Capital Analysts, LLC | 4,961 | $395.0K | 0.01% | +619+14.3% | Added |
| North Capital, Inc. | 4,985 | $396.9K | 0.34% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,000 | $398.1K | 0.07% | −238,442−97.9% | Reduced |
| Shufro Rose & Co LLC | 5,000 | $398.1K | 0.03% | −2,300−31.5% | Reduced |
| Puzo Michael J | 5,000 | $398.1K | 0.12% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $399.2K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,033 | $401.6K | 0.10% | +2,413+92.1% | Added |
| Northstar Financial Companies, Inc. | 5,058 | $402.7K | 0.32% | −190−3.6% | Reduced |
| Univest Financial Corp | 5,063 | $403.1K | 0.02% | −640−11.2% | Reduced |
| Ahara Advisors LLC | 5,070 | $403.6K | 0.34% | −232−4.4% | Reduced |
| Raelipskie Partnership | 5,070 | $403.6K | 0.17% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,079 | $404.3K | 0.02% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,089 | $405.1K | 0.11% | +2,298+82.3% | Added |
| VisionPoint Advisory Group, LLC | 5,089 | $405.2K | 0.08% | −327−6.0% | Reduced |
| FNY Investment Advisers, LLC | 5,100 | $406.0K | 0.18% | +5,100 | New |
| BCJ Capital Management, LLC | 5,103 | $406.3K | 0.02% | −4,029−44.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,108 | $406.6K | 0.06% | +980+23.7% | Added |
| Willner & Heller, LLC | 5,133 | $408.7K | 0.30% | +28+0.5% | Added |
| Kelsey Financial, LLC | 5,149 | $409.9K | 0.36% | −1,033−16.7% | Reduced |
| Integral Investment Advisors, Inc. | 5,153 | $410.2K | 0.10% | −1,629−24.0% | Reduced |
| DF Dent & Co Inc | 5,154 | $410.3K | 0.01% | +1,965+61.6% | Added |
| OneAscent Investment Solutions LLC | 5,163 | $411.0K | 0.41% | +41+0.8% | Added |
| Smith, Moore & Co. | 5,165 | $411.2K | 0.03% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,168 | $411.4K | 0.18% | +116+2.3% | Added |
| Alternative Investment Advisors, LLC. | 5,169 | $411.6K | 0.18% | +446+9.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 5,175 | $412.0K | 0.09% | −1,273−19.7% | Reduced |
| AdvisorShares Investments LLC | 5,181 | $412.5K | 0.08% | 00.0% | Unchanged |