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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 19,064 | $1.52M | 0.06% | +248+1.3% | Added |
| VCI Wealth Management LLC | 19,043 | $1.52M | 0.42% | −2,701−12.4% | Reduced |
| SCS Capital Management LLC | 19,019 | $1.51M | 0.02% | −284−1.5% | Reduced |
| Jacobi Capital Management LLC | 18,969 | $1.51M | 0.08% | +317+1.7% | Added |
| BLB&B Advisors, LLC | 18,942 | $1.51M | 0.06% | −600−3.1% | Reduced |
| Westpac Banking Corp | 18,888 | $1.50M | 0.10% | −2,582−12.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 18,783 | $1.50M | 0.49% | +999+5.6% | Added |
| M.E. Allison & Co., Inc. | 18,783 | $1.50M | 0.99% | +20.0% | Added |
| Fideuram Asset Management (Ireland) dac | 17,452 | $1.49M | 0.19% | −12,193−41.1% | Reduced |
| Crux Wealth Advisors | 18,704 | $1.49M | 0.57% | −5,416−22.5% | Reduced |
| Caldwell Trust Co | 18,677 | $1.49M | 0.13% | +508+2.8% | Added |
| F/M Investments LLC | 18,668 | $1.49M | 0.10% | −17,517−48.4% | Reduced |
| International Assets Investment Management, LLC | 358,174 | $1.48M | 0.10% | −445,302−55.4% | Reduced |
| Lazari Capital Management, Inc. | 18,607 | $1.48M | 0.52% | −520−2.7% | Reduced |
| First Financial Bank - Trust Division | 18,600 | $1.48M | 0.12% | −1,673−8.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,516 | $1.47M | 0.60% | −66−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 18,493 | $1.47M | 0.31% | −420−2.2% | Reduced |
| CX Institutional | 18,466 | $1.47M | 0.04% | −979−5.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,419 | $1.47M | 0.34% | +1,112+6.4% | Added |
| Wealthcare Advisory Partners LLC | 18,368 | $1.46M | 0.03% | +2,971+19.3% | Added |
| Insigneo Advisory Services, LLC | 18,285 | $1.46M | 0.10% | −1,165−6.0% | Reduced |
| Frec Markets, Inc. | 18,218 | $1.45M | 0.25% | +3,997+28.1% | Added |
| TritonPoint Partners, LLC | 18,169 | $1.45M | 0.53% | +627+3.6% | Added |
| Trust Co of Toledo NA | 18,139 | $1.44M | 0.14% | +119+0.7% | Added |
| Heritage Trust Co | 18,090 | $1.44M | 0.14% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 18,081 | $1.44M | 0.00% | −934−4.9% | Reduced |
| Investors Asset Management of Georgia Inc | 18,070 | $1.44M | 0.59% | +404+2.3% | Added |
| Gilpin Wealth Management, LLC | 18,027 | $1.44M | 1.14% | −239−1.3% | Reduced |
| Barbara Oil Co. | 18,000 | $1.43M | 0.55% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 17,987 | $1.43M | 0.54% | −417−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,865 | $1.42M | 0.15% | −478−2.6% | Reduced |
| Bernicke Wealth Management, Ltd. | 17,860 | $1.42M | 0.18% | +826+4.8% | Added |
| Excalibur Management Corp | 17,826 | $1.42M | 0.51% | −30−0.2% | Reduced |
| Fiduciary Alliance LLC | 17,655 | $1.42M | 0.09% | −755−4.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 17,789 | $1.42M | 0.39% | −120−0.7% | Reduced |
| Diversified Management Inc | 17,776 | $1.42M | 0.24% | +9,049+103.7% | Added |
| Providence Wealth Advisors, LLC | 17,515 | $1.41M | 0.90% | +13+0.1% | Added |
| Advisory Alpha, LLC | 17,764 | $1.41M | 0.04% | +2,643+17.5% | Added |
| Highland Capital Management, LLC | 17,763 | $1.41M | 0.07% | +169+1.0% | Added |
| Keystone Financial Services | 17,733 | $1.41M | 0.41% | −995−5.3% | Reduced |
| Kovack Advisors, Inc. | 17,580 | $1.41M | 0.08% | −392−2.2% | Reduced |
| Wharton Business Group, LLC | 17,675 | $1.41M | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 17,653 | $1.41M | 0.22% | −483−2.7% | Reduced |
| First National Trust Co | 17,436 | $1.39M | 0.05% | +168+1.0% | Added |
| Nicholas Hoffman & Company, LLC. | 17,400 | $1.39M | 0.03% | −5,050−22.5% | Reduced |
| RIA Advisory Group LLC | 17,375 | $1.38M | 0.34% | +30.0% | Added |
| Cahill Financial Advisors Inc | 17,370 | $1.38M | 0.15% | −40.0% | Reduced |
| SeaBridge Investment Advisors LLC | 17,346 | $1.38M | 0.23% | −749−4.1% | Reduced |
| Northern Oak Wealth Management Inc | 17,284 | $1.38M | 0.17% | −363−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 17,227 | $1.37M | 0.10% | +84+0.5% | Added |
| Auctus Advisors LLC | 17,223 | $1.37M | 1.30% | +13,551+369.0% | Added |
| Boltwood Capital Management | 17,185 | $1.37M | 0.35% | +20+0.1% | Added |
| Armis Advisers, LLC | 18,563 | $1.36M | 0.13% | −4,635−20.0% | Reduced |
| Garrison Point Advisors, LLC | 17,134 | $1.36M | 0.62% | 00.0% | Unchanged |
| Potentia Wealth | 17,112 | $1.36M | 0.53% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $1.36M | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 14,521 | $1.35M | 0.21% | +1,807+14.2% | Added |
| Palisade Asset Management, LLC | 16,962 | $1.35M | 0.14% | −85−0.5% | Reduced |
| L2 Asset Management, LLC | 16,931 | $1.35M | 0.13% | −22,146−56.7% | Reduced |
| Larson Financial Group LLC | 16,925 | $1.35M | 0.04% | +3,626+27.3% | Added |
| Concord Wealth Partners | 16,858 | $1.34M | 0.17% | +911+5.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 16,844 | $1.34M | 0.10% | −1,795−9.6% | Reduced |
| William B. Walkup & Associates, Inc. | 18,667 | $1.34M | 0.80% | −94−0.5% | Reduced |
| AdvisorNet Financial, Inc | 16,819 | $1.34M | 0.07% | −1,185−6.6% | Reduced |
| Alteri Wealth LLC | 16,818 | $1.34M | 0.43% | +449+2.7% | Added |
| Florida Financial Advisors, LLC | 16,814 | $1.34M | 0.32% | +2,717+19.3% | Added |
| Hilltop National Bank | 16,795 | $1.34M | 0.32% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 16,750 | $1.33M | 0.54% | +37+0.2% | Added |
| Osborne Partners Capital Management, LLC | 16,738 | $1.33M | 0.07% | +26+0.2% | Added |
| Avidian Wealth Solutions, LLC | 16,670 | $1.33M | 0.04% | −538−3.1% | Reduced |
| Barnes Wealth Management Group, Inc | 16,636 | $1.32M | 0.67% | +14,266+601.9% | Added |
| MFA Wealth Services | 16,597 | $1.32M | 0.87% | +16,597 | New |
| Diligent Investors, LLC | 16,594 | $1.32M | 0.33% | +14+0.1% | Added |
| MV Capital Management, Inc. | 16,588 | $1.32M | 0.13% | −593−3.5% | Reduced |
| Eastern Bank | 16,527 | $1.32M | 0.02% | +630+4.0% | Added |
| Affinity Investment Advisors, LLC | 16,525 | $1.32M | 0.82% | −30−0.2% | Reduced |
| North Star Investment Management Corp. | 16,518 | $1.32M | 0.08% | +124+0.8% | Added |
| AMG National Trust Bank | 16,515 | $1.31M | 0.03% | +656+4.1% | Added |
| Vectors Research Management, LLC | 16,467 | $1.31M | 0.38% | +119+0.7% | Added |
| Park Edge Advisors, LLC | 16,277 | $1.30M | 0.30% | +16,277 | New |
| Emerald Investment Advisers, LLC | 16,262 | $1.29M | 0.12% | +16,262 | New |
| Essex Savings Bank | 16,173 | $1.29M | 0.28% | +125+0.8% | Added |
| Biltmore Family Office, LLC | 16,161 | $1.29M | 0.18% | −107−0.7% | Reduced |
| Fox Run Management, L.L.C. | 16,725 | $1.28M | 0.22% | −6,356−27.5% | Reduced |
| Victory Financial Group, LLC | 16,087 | $1.28M | 0.16% | −8,175−33.7% | Reduced |
| Sentry LLC | 15,972 | $1.27M | 0.40% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 15,966 | $1.27M | 0.10% | +15,966 | New |
| Concord Asset Management, LLC | 15,925 | $1.27M | 0.21% | +870+5.8% | Added |
| Plancorp, LLC | 14,844 | $1.27M | 0.04% | −47−0.3% | Reduced |
| London & Capital Asset Management Ltd | 15,899 | $1.27M | 0.01% | −397−2.4% | Reduced |
| Crown Wealth Group, LLC | 15,893 | $1.27M | 0.37% | +2,747+20.9% | Added |
| Western Wealth Management, LLC | 15,871 | $1.26M | 0.05% | +3,644+29.8% | Added |
| Personal Cfo Solutions, LLC | 15,845 | $1.26M | 0.18% | −202−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 15,712 | $1.25M | 0.02% | −182−1.1% | Reduced |
| Perpetual Ltd | 15,656 | $1.25M | 0.02% | +2,784+21.6% | Added |
| Virtue Asset Management LLC | 15,653 | $1.25M | 0.99% | −5,152−24.8% | Reduced |
| Eclectic Associates Inc | 15,590 | $1.24M | 0.16% | +1,438+10.2% | Added |
| Ancora Advisors, LLC | 15,567 | $1.24M | 0.03% | −1,186−7.1% | Reduced |
| 71 West Capital Partners | 15,507 | $1.23M | 0.05% | +3,066+24.6% | Added |
| Castle Rock Wealth Management, LLC | 15,311 | $1.23M | 0.27% | +385+2.6% | Added |