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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 23,915 | $1.90M | 0.60% | −875−3.5% | Reduced |
| VestGen Advisors, LLC | 25,268 | $1.90M | 0.05% | +7,178+39.7% | Added |
| Cadinha & Co LLC | 23,802 | $1.89M | 0.35% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23,719 | $1.89M | 0.05% | −4,363−15.5% | Reduced |
| CSM Advisors, LLC | 23,730 | $1.89M | 0.05% | +2,251+10.5% | Added |
| GTS Securities LLC | 23,635 | $1.88M | 0.07% | −23,195−49.5% | Reduced |
| One Capital Management, LLC | 23,601 | $1.88M | 0.05% | +814+3.6% | Added |
| Pure Financial Advisors, Inc. | 23,551 | $1.87M | 0.03% | +535+2.3% | Added |
| McKinley Carter Wealth Services, Inc. | 23,493 | $1.87M | 0.11% | +958+4.3% | Added |
| Jaffetilchin Investment Partners, LLC | 23,433 | $1.87M | 0.11% | +179+0.8% | Added |
| Ci Investments Inc. | 23,432 | $1.87M | 0.01% | −6,760−22.4% | Reduced |
| Princeton Capital Management LLC | 23,284 | $1.85M | 0.51% | +19,525+519.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 23,111 | $1.84M | 0.19% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 23,105 | $1.84M | 0.51% | −6,434−21.8% | Reduced |
| Citizens National Bank Trust Department | 23,082 | $1.84M | 0.31% | −35−0.2% | Reduced |
| Simplex Trading, LLC | 22,945 | $1.83M | 0.06% | +22,945 | New |
| Fulton Bank, N.A. | 22,887 | $1.82M | 0.06% | +600+2.7% | Added |
| Catalyst Funds Management Pty Ltd | 22,793 | $1.81M | 0.31% | +1,493+7.0% | Added |
| Private Trust Co NA | 22,766 | $1.81M | 0.16% | −153−0.7% | Reduced |
| Rossmore Private Capital | 22,760 | $1.81M | 0.16% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 22,717 | $1.81M | 0.38% | +465+2.1% | Added |
| Aspiriant, LLC | 22,654 | $1.80M | 0.05% | +872+4.0% | Added |
| 5T Wealth, LLC | 22,559 | $1.80M | 0.71% | +22,559 | New |
| Sweeney & Michel, LLC | 20,719 | $1.80M | 0.53% | +41+0.2% | Added |
| NWF Advisory Services Inc. | 22,426 | $1.79M | 0.20% | −6,219−21.7% | Reduced |
| HBK Sorce Advisory LLC | 23,599 | $1.79M | 0.04% | +484+2.1% | Added |
| Martin & Co Inc | 22,173 | $1.77M | 0.30% | +248+1.1% | Added |
| Holderness Investments Co | 22,073 | $1.76M | 0.35% | −113−0.5% | Reduced |
| Impax Asset Management Group plc | 22,007 | $1.75M | 0.01% | +9,379+74.3% | Added |
| Legacy Financial Advisors, Inc. | 21,944 | $1.75M | 0.24% | −871−3.8% | Reduced |
| Kathmere Capital Management, LLC | 21,893 | $1.74M | 0.11% | +846+4.0% | Added |
| Phoenix Wealth Advisors | 21,790 | $1.73M | 0.69% | −730−3.2% | Reduced |
| TRUE Private Wealth Advisors | 21,777 | $1.73M | 0.17% | +102+0.5% | Added |
| Gilbert & Cook, Inc. | 21,764 | $1.73M | 0.22% | −2,827−11.5% | Reduced |
| Pflug Koory, LLC | 21,657 | $1.72M | 0.79% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $1.72M | 0.52% | 00.0% | Unchanged |
| Fiduciary Group LLC | 21,633 | $1.72M | 0.15% | −279−1.3% | Reduced |
| Highview Capital Management LLC | 21,594 | $1.72M | 0.62% | +403+1.9% | Added |
| Busey Wealth Management | 21,524 | $1.71M | 0.05% | −1,371−6.0% | Reduced |
| Aureus Asset Management, LLC | 21,518 | $1.71M | 0.11% | +21,518 | New |
| IHT Wealth Management, LLC | 21,321 | $1.70M | 0.04% | +725+3.5% | Added |
| Harold Davidson & Associates Inc. | 21,313 | $1.70M | 0.82% | −5,746−21.2% | Reduced |
| OneAscent Financial Services LLC | 21,307 | $1.70M | 0.09% | +9,386+78.7% | Added |
| Bartlett & Co. Wealth Management LLC | 21,420 | $1.70M | 0.02% | +782+3.8% | Added |
| Kennedy Investment Group | 21,295 | $1.70M | 0.66% | +285+1.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 21,255 | $1.69M | 0.48% | −7,245−25.4% | Reduced |
| PFG Investments, LLC | 21,231 | $1.69M | 0.08% | +213+1.0% | Added |
| Evolve Private Wealth, LLC | 21,108 | $1.68M | 0.09% | +7,590+56.1% | Added |
| Cypress Wealth Services, LLC | 21,033 | $1.67M | 0.24% | −78−0.4% | Reduced |
| Marin Bay Wealth Advisors, LLC | 21,003 | $1.67M | 1.01% | −1,791−7.9% | Reduced |
| LJI Wealth Management, LLC | 20,997 | $1.67M | 0.27% | +17+0.1% | Added |
| Midwest Trust Co | 20,904 | $1.66M | 0.02% | +3,015+16.9% | Added |
| Canandaigua National Corp | 20,876 | $1.66M | 0.15% | +20,876 | New |
| Washington Trust Bank | 20,870 | $1.66M | 0.12% | −2,720−11.5% | Reduced |
| American State Bank (Iowa) | 20,824 | $1.66M | 0.80% | +1,216+6.2% | Added |
| Tiaa Trust, National Association | 20,782 | $1.65M | 0.10% | −423,575−95.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,766 | $1.65M | 0.46% | 00.0% | Unchanged |
| Conning Inc. | 20,718 | $1.65M | 0.05% | −2,669−11.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,685 | $1.65M | 0.17% | +30.0% | Added |
| First Horizon Corp | 20,630 | $1.64M | 0.07% | −36−0.2% | Reduced |
| Hartford Funds Management Co LLC | 20,622 | $1.64M | 0.14% | +1,193+6.1% | Added |
| Change Path, LLC | 20,578 | $1.64M | 0.04% | −1,709−7.7% | Reduced |
| Mainstay Capital Management LLC | 20,573 | $1.64M | 0.13% | +366+1.8% | Added |
| Americana Partners, LLC | 20,513 | $1.63M | 0.04% | −139,860−87.2% | Reduced |
| Jeppson Wealth Management, LLC | 20,490 | $1.63M | 0.51% | −3,810−15.7% | Reduced |
| LexAurum Advisors, LLC | 20,465 | $1.63M | 0.21% | +20,465 | New |
| Advyzon Investment Management, LLC | 20,420 | $1.63M | 0.15% | −548−2.6% | Reduced |
| Pictet Bank & Trust Ltd | 20,369 | $1.62M | 2.13% | −6,396−23.9% | Reduced |
| Miller Investment Management, LP | 20,342 | $1.62M | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 20,325 | $1.62M | 0.09% | −1,129−5.3% | Reduced |
| Axq Capital, LP | 20,272 | $1.61M | 0.21% | +20,272 | New |
| LS Investment Advisors, LLC | 20,213 | $1.61M | 0.24% | −94−0.5% | Reduced |
| 17 Capital Partners, LLC | 20,208 | $1.61M | 0.83% | −815−3.9% | Reduced |
| Accretive Wealth Partners, LLC | 20,118 | $1.60M | 0.45% | +164+0.8% | Added |
| AlphaCore Capital LLC | 20,083 | $1.60M | 0.04% | −2,337−10.4% | Reduced |
| First Bank & Trust | 20,050 | $1.60M | 0.26% | −1,553−7.2% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.59M | 0.23% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 19,993 | $1.59M | 0.19% | +6,203+45.0% | Added |
| First Dallas Securities Inc. | 19,989 | $1.59M | 0.59% | +203+1.0% | Added |
| Leisure Capital Management | 19,981 | $1.59M | 0.56% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 19,976 | $1.59M | 0.53% | +817+4.3% | Added |
| Virtu Financial LLC | 19,929 | $1.59M | 0.07% | +19,929 | New |
| Cetera Trust Company, N.A | 19,926 | $1.59M | 0.90% | −300−1.5% | Reduced |
| Van Diest Capital, LLC | 19,914 | $1.59M | 1.25% | +11,689+142.1% | Added |
| Exencial Wealth Advisors, LLC | 19,800 | $1.58M | 0.05% | +190+1.0% | Added |
| Citadel Investment Advisory, Inc. | 19,775 | $1.57M | 0.75% | −366−1.8% | Reduced |
| Collar Capital Management, LLC | 19,767 | $1.57M | 1.02% | −220−1.1% | Reduced |
| Modern Wealth Management, LLC | 19,462 | $1.57M | 0.03% | +2,468+14.5% | Added |
| Breakwater Capital Group | 19,606 | $1.56M | 0.21% | −35−0.2% | Reduced |
| London Co of Virginia | 19,595 | $1.56M | 0.01% | −195−1.0% | Reduced |
| Inceptionr LLC | 19,561 | $1.56M | 0.37% | +19,561 | New |
| Modera Wealth Management, LLC | 19,555 | $1.56M | 0.02% | −69−0.4% | Reduced |
| Cito Capital Group, LLC | 19,503 | $1.55M | 0.48% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 19,450 | $1.55M | 0.91% | −100−0.5% | Reduced |
| Aprio Wealth Management, LLC | 19,397 | $1.54M | 0.08% | +8,026+70.6% | Added |
| Beese Fulmer Investment Management, Inc. | 19,360 | $1.54M | 0.10% | −2,255−10.4% | Reduced |
| Lebenthal Global Advisors, LLC | 19,262 | $1.53M | 0.22% | +1,842+10.6% | Added |
| Pitcairn Wealth Advisors LLC | 16,431 | $1.53M | 0.14% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 19,225 | $1.53M | 0.29% | −241−1.2% | Reduced |
| MTM Investment Management, LLC | 19,142 | $1.52M | 0.48% | +5,036+35.7% | Added |