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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 29,788 | $2.37M | 0.06% | +1,052+3.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 29,684 | $2.36M | 0.35% | +139+0.5% | Added |
| CenterBook Partners LP | 29,627 | $2.36M | 0.13% | +29,627 | New |
| Neville Rodie & Shaw Inc | 29,602 | $2.36M | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 29,538 | $2.35M | 0.37% | −739−2.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 29,500 | $2.35M | 0.38% | +792+2.8% | Added |
| XTX Topco Ltd | 29,494 | $2.35M | 0.04% | +23,709+409.8% | Added |
| West Branch Capital LLC | 29,404 | $2.34M | 0.63% | +946+3.3% | Added |
| Pacifica Partners Inc. | 29,326 | $2.33M | 0.78% | −485−1.6% | Reduced |
| Argent Advisors, Inc. | 29,306 | $2.33M | 0.64% | −418−1.4% | Reduced |
| Central Trust Co | 29,263 | $2.33M | 0.05% | −2,676−8.4% | Reduced |
| Dynamic Advisor Solutions LLC | 29,232 | $2.33M | 0.07% | +58+0.2% | Added |
| Richard Bernstein Advisors LLC | 29,172 | $2.32M | 0.07% | +29,172 | New |
| Capital International Sarl | 29,167 | $2.32M | 0.04% | +12,199+71.9% | Added |
| AF Advisors, Inc. | 29,040 | $2.31M | 1.28% | −3,000−9.4% | Reduced |
| Fisher Asset Management, LLC | 29,017 | $2.31M | 0.00% | −4,620−13.7% | Reduced |
| Scott & Selber, Inc. | 28,830 | $2.30M | 0.59% | −151−0.5% | Reduced |
| Roxbury Financial LLC | 28,794 | $2.29M | 2.06% | −307−1.1% | Reduced |
| Rothschild Investment LLC | 28,785 | $2.29M | 0.12% | +1,044+3.8% | Added |
| LOM Asset Management Ltd | 28,710 | $2.29M | 0.66% | +367+1.3% | Added |
| Independent Financial Group, LLC | 28,659 | $2.28M | 0.05% | −1,443−4.8% | Reduced |
| National Asset Management, Inc. | 29,595 | $2.27M | 0.15% | +208+0.7% | Added |
| Shepherd Street Advisors LLC | 28,460 | $2.27M | 2.23% | −1,937−6.4% | Reduced |
| Courier Capital LLC | 28,404 | $2.26M | 0.13% | −298−1.0% | Reduced |
| ZWJ Investment Counsel Inc | 28,333 | $2.26M | 0.08% | +87+0.3% | Added |
| Bailard, Inc. | 28,325 | $2.26M | 0.05% | −1,159−3.9% | Reduced |
| Premier Path Wealth Partners, LLC | 28,243 | $2.25M | 0.29% | −23−0.1% | Reduced |
| Mystic Asset Management, Inc. | 28,127 | $2.24M | 0.52% | −223−0.8% | Reduced |
| Carret Asset Management, LLC | 28,047 | $2.23M | 0.22% | −175−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 27,264 | $2.23M | 0.05% | +854+3.2% | Added |
| Profund Advisors LLC | 27,917 | $2.22M | 0.08% | −6,071−17.9% | Reduced |
| Mather Group, LLC. | 27,857 | $2.22M | 0.02% | +728+2.7% | Added |
| Meridian Wealth Management, LLC | 27,792 | $2.21M | 0.08% | +14,336+106.5% | Added |
| GM Advisory Group, Inc. | 27,659 | $2.20M | 0.08% | −1,791−6.1% | Reduced |
| Portfolio Design Labs, LLC | 27,457 | $2.19M | 0.39% | −3,429−11.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 27,437 | $2.18M | 0.61% | −383−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 27,410 | $2.18M | 0.02% | −9,497−25.7% | Reduced |
| Heritage Family Offices, LLP | 27,282 | $2.17M | 0.96% | −5,518−16.8% | Reduced |
| Aventura Private Wealth, LLC | 27,234 | $2.17M | 0.79% | +1,269+4.9% | Added |
| Venture Visionary Partners LLC | 27,163 | $2.16M | 0.07% | −1,911−6.6% | Reduced |
| Drucker Wealth 3.0, LLC | 27,150 | $2.16M | 0.38% | −1,126−4.0% | Reduced |
| Private Wealth Asset Management, LLC | 27,030 | $2.15M | 0.23% | −694−2.5% | Reduced |
| Trinity Financial Advisors LLC | 26,942 | $2.14M | 0.61% | −320−1.2% | Reduced |
| Myriad Asset Management Advisors LLC | 26,905 | $2.14M | 0.63% | +156+0.6% | Added |
| Central Pacific Bank - Trust Division | 26,853 | $2.14M | 0.27% | −1,325−4.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 26,843 | $2.14M | 0.10% | +607+2.3% | Added |
| Great Valley Advisor Group, Inc. | 26,769 | $2.13M | 0.04% | +1,879+7.5% | Added |
| Johnson Investment Counsel Inc | 26,705 | $2.13M | 0.02% | −4,290−13.8% | Reduced |
| Capital Asset Advisory Services LLC | 25,932 | $2.13M | 0.08% | −10,841−29.5% | Reduced |
| Freestone Grove Partners LP | 26,606 | $2.12M | 0.02% | +26,606 | New |
| Montag A & Associates Inc | 26,573 | $2.12M | 0.10% | −17,417−39.6% | Reduced |
| Sunbelt Securities, Inc. | 26,478 | $2.11M | 0.13% | −1,518−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 26,392 | $2.10M | 0.06% | −14,964−36.2% | Reduced |
| Peoples Bank | 26,364 | $2.10M | 2.11% | −1,145−4.2% | Reduced |
| Aspire Private Capital, LLC | 26,330 | $2.10M | 0.47% | −3,178−10.8% | Reduced |
| Integrated Quantitative Investments LLC | 26,060 | $2.07M | 0.38% | +21,479+468.9% | Added |
| Ami Investment Management Inc | 26,013 | $2.07M | 0.47% | +26,013 | New |
| Triglav Skladi, D.O.O. | 26,000 | $2.07M | 0.14% | −48,000−64.9% | Reduced |
| Aviso Wealth Management | 25,957 | $2.07M | 0.93% | +1,344+5.5% | Added |
| Connable Office Inc | 25,950 | $2.07M | 0.20% | +18+0.1% | Added |
| Tulsa Wealth Advisors, INC | 25,944 | $2.07M | 0.36% | −9,683−27.2% | Reduced |
| Morningstar Investment Management LLC | 25,926 | $2.06M | 0.13% | +252+1.0% | Added |
| HighPoint Advisor Group LLC | 25,898 | $2.06M | 0.09% | −82,835−76.2% | Reduced |
| Silvercrest Asset Management Group LLC | 25,799 | $2.05M | 0.01% | +469+1.9% | Added |
| Cary Street Partners Financial LLC | 25,766 | $2.05M | 0.05% | −2,315−8.2% | Reduced |
| YHB Investment Advisors, Inc. | 25,701 | $2.05M | 0.15% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 26,621 | $2.04M | 0.02% | −180,000−87.1% | Reduced |
| Fort Sheridan Advisors LLC | 25,605 | $2.04M | 0.25% | +1,185+4.9% | Added |
| Princeton Global Asset Management LLC | 25,494 | $2.03M | 0.33% | −752−2.9% | Reduced |
| Everett Harris & Co | 25,452 | $2.03M | 0.03% | −714−2.7% | Reduced |
| National Philanthropic Trust | 25,400 | $2.02M | 0.02% | −110−0.4% | Reduced |
| Caliber Wealth Management, LLC | 25,376 | $2.02M | 0.22% | +1,635+6.9% | Added |
| Resources Management Corp | 25,352 | $2.02M | 0.27% | −13−0.1% | Reduced |
| CWC Advisors, LLC. | 25,224 | $2.01M | 0.96% | −213−0.8% | Reduced |
| Everhart Financial Group, Inc. | 25,202 | $2.01M | 0.17% | +322+1.3% | Added |
| Aptus Capital Advisors, LLC | 25,155 | $2.00M | 0.02% | −10,842−30.1% | Reduced |
| Oasis Advisors, LLC | 25,038 | $1.99M | 0.39% | +25,038 | New |
| Foundations Investment Advisors, LLC | 24,804 | $1.97M | 0.02% | −2,828−10.2% | Reduced |
| Potomac Fund Management Inc | 24,750 | $1.97M | 0.07% | +616+2.6% | Added |
| Cookson Peirce & Co Inc | 24,671 | $1.96M | 0.08% | +18,792+319.6% | Added |
| SummitTX Capital, L.P. | 24,650 | $1.96M | 0.06% | +24,650 | New |
| Blue Sparrow, LLC | 24,610 | $1.96M | 0.03% | −419,711−94.5% | Reduced |
| Integrated Advisors Network LLC | 24,578 | $1.96M | 0.10% | +2,827+13.0% | Added |
| LRI Investments, LLC | 24,553 | $1.95M | 0.17% | −1,535−5.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 24,552 | $1.95M | 0.96% | −1,168−4.5% | Reduced |
| Caxton Associates LLP | 24,540 | $1.95M | 0.05% | +11,827+93.0% | Added |
| Insight Advisors, LLC | 24,377 | $1.94M | 0.37% | +118+0.5% | Added |
| Chemistry Wealth Management LLC | 24,336 | $1.94M | 0.34% | −414−1.7% | Reduced |
| One Wealth Advisors, LLC | 24,323 | $1.94M | 0.24% | −1,547−6.0% | Reduced |
| Riverchase Wealth Management, LLC | 24,276 | $1.93M | 1.01% | −2,585−9.6% | Reduced |
| Laurel Wealth Advisors LLC | 25,470 | $1.93M | 0.19% | +749+3.0% | Added |
| Louisbourg Investments Inc. | 31,843 | $1.93M | 0.36% | +1,060+3.4% | Added |
| Meridian Investment Counsel Inc. | 24,183 | $1.93M | 0.46% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 22,278 | $1.92M | 0.11% | +169+0.8% | Added |
| Gryphon Financial Partners LLC | 24,037 | $1.91M | 0.20% | +115+0.5% | Added |
| Longfellow Investment Management Co LLC | 24,036 | $1.91M | 0.40% | +8,656+56.3% | Added |
| Welch Group, LLC | 24,003 | $1.91M | 0.07% | +70.0% | Added |
| Pinnacle Bancorp, Inc. | 23,977 | $1.91M | 0.56% | +173+0.7% | Added |
| Leavell Investment Management, Inc. | 23,926 | $1.90M | 0.08% | +645+2.8% | Added |
| Vista Investment Management | 23,925 | $1.90M | 0.64% | +630+2.7% | Added |