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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 15,473 | $1.23M | 0.02% | −112,198−87.9% | Reduced |
| Northeast Investment Management | 15,418 | $1.23M | 0.05% | −5,000−24.5% | Reduced |
| Ocean Capital Management, LLC | 15,408 | $1.23M | 0.25% | −63−0.4% | Reduced |
| Gs Investments, Inc. | 15,400 | $1.23M | 0.70% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 15,395 | $1.23M | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,366 | $1.22M | 0.09% | −8,214−34.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,351 | $1.22M | 0.57% | +15,351 | New |
| Penobscot Investment Management Company, Inc. | 15,337 | $1.22M | 0.10% | −2,000−11.5% | Reduced |
| Cohen Capital Management, Inc. | 15,291 | $1.22M | 0.19% | +1,135+8.0% | Added |
| City National Bank of Florida | 15,290 | $1.22M | 0.73% | +210+1.4% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 15,220 | $1.21M | 0.71% | +15,220 | New |
| Fragasso Group Inc. | 14,730 | $1.21M | 0.07% | −10−0.1% | Reduced |
| Strategic Investment Advisors | 15,135 | $1.20M | 0.08% | +6,776+81.1% | Added |
| Cane Capital Partners, LLC | 15,121 | $1.20M | 0.53% | +12,110+402.2% | Added |
| Lantz Financial LLC | 15,085 | $1.20M | 0.25% | +104+0.7% | Added |
| Forum Financial Management, LP | 15,073 | $1.20M | 0.02% | −44,410−74.7% | Reduced |
| Hills Bank & Trust Co | 15,052 | $1.20M | 0.06% | −1,159−7.1% | Reduced |
| Koshinski Asset Management, Inc. | 15,029 | $1.20M | 0.07% | +353+2.4% | Added |
| Principle Wealth Partners LLC | 15,026 | $1.20M | 0.07% | +268+1.8% | Added |
| Hutner Capital Management Inc | 14,987 | $1.19M | 0.49% | −100−0.7% | Reduced |
| Hexagon Capital Partners LLC | 14,974 | $1.19M | 0.17% | +212+1.4% | Added |
| Cornerstone Wealth Management, LLC | 14,963 | $1.19M | 0.06% | −1,996−11.8% | Reduced |
| Royal Fund Management, LLC | 13,848 | $1.19M | 0.11% | −14,188−50.6% | Reduced |
| Peak Asset Management, LLC | 14,846 | $1.18M | 0.21% | −11,872−44.4% | Reduced |
| Unique Wealth Strategies, LLC | 14,843 | $1.18M | 0.48% | −5,196−25.9% | Reduced |
| Lipe & Dalton | 14,838 | $1.18M | 0.62% | 00.0% | Unchanged |
| Spire Wealth Management | 14,821 | $1.18M | 0.04% | −795−5.1% | Reduced |
| Kirkwood Financial Services | 14,802 | $1.18M | 0.40% | −75−0.5% | Reduced |
| Sawyer & Company, Inc | 14,785 | $1.18M | 0.45% | −225−1.5% | Reduced |
| LMCG Investments, LLC | 14,742 | $1.17M | 0.07% | −689−4.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,736 | $1.17M | 0.02% | −602−3.9% | Reduced |
| Davidson Trust Co | 14,731 | $1.17M | 0.51% | −369−2.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 14,664 | $1.17M | 0.20% | −576−3.8% | Reduced |
| Continuum Advisory, LLC | 14,629 | $1.16M | 0.11% | +170+1.2% | Added |
| Quilter Plc | 14,621 | $1.16M | 0.02% | −357−2.4% | Reduced |
| Parkside Financial Bank & Trust | 14,598 | $1.16M | 0.09% | +1,009+7.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,594 | $1.16M | 0.15% | +535+3.8% | Added |
| Brucke Financial, Inc. | 14,524 | $1.16M | 0.59% | −575−3.8% | Reduced |
| Boston Trust Walden Corp | 14,515 | $1.16M | 0.01% | +1,000+7.4% | Added |
| Sittner & Nelson, LLC | 14,364 | $1.14M | 0.42% | −203−1.4% | Reduced |
| Salem Investment Counselors Inc | 14,359 | $1.14M | 0.03% | +739+5.4% | Added |
| Knuff & Co LLC | 14,292 | $1.14M | 0.34% | −2,400−14.4% | Reduced |
| Becker Capital Management Inc | 14,268 | $1.14M | 0.03% | −503−3.4% | Reduced |
| 1st Source Bank | 14,205 | $1.13M | 0.06% | +1,020+7.7% | Added |
| Cyndeo Wealth Partners, LLC | 14,179 | $1.13M | 0.06% | +201+1.4% | Added |
| PCM Encore, LLC | 14,170 | $1.13M | 0.23% | +1,085+8.3% | Added |
| Gateway Wealth Partners, LLC | 14,155 | $1.13M | 0.04% | +11,703+477.3% | Added |
| Resonant Capital Advisors, LLC | 14,145 | $1.13M | 0.06% | +1,187+9.2% | Added |
| Nations Financial Group Inc, | 14,143 | $1.13M | 0.06% | +50+0.4% | Added |
| Abel Hall, LLC | 14,126 | $1.12M | 0.24% | −5,460−27.9% | Reduced |
| Themes Management Co LLC | 14,121 | $1.12M | 0.69% | +2,109+17.6% | Added |
| Summit Global Investments | 14,107 | $1.12M | 0.07% | +11+0.1% | Added |
| Telos Capital Management, Inc. | 14,056 | $1.12M | 0.11% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 14,016 | $1.12M | 0.09% | +277+2.0% | Added |
| Wealth Alliance | 13,993 | $1.11M | 0.11% | −951−6.4% | Reduced |
| GatePass Capital, LLC | 13,974 | $1.11M | 0.54% | +438+3.2% | Added |
| Ausdal Financial Partners, Inc. | 13,967 | $1.11M | 0.05% | −591−4.1% | Reduced |
| Round Hill Asset Management | 13,928 | $1.11M | 0.73% | −762−5.2% | Reduced |
| LifeSteps Financial, Inc. | 13,888 | $1.11M | 0.70% | −28−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 13,886 | $1.11M | 0.61% | +50+0.4% | Added |
| Capital Markets Trading UK LLP | 13,885 | $1.10M | 0.99% | +13,885 | New |
| Jupiter Wealth Management LLC | 15,000 | $1.10M | 0.44% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 13,847 | $1.10M | 0.85% | −496−3.5% | Reduced |
| Berger Financial Group, Inc | 13,812 | $1.10M | 0.06% | +1,070+8.4% | Added |
| Quotient Wealth Partners, LLC | 13,805 | $1.10M | 0.03% | −1,063−7.1% | Reduced |
| Kanawha Capital Management LLC | 13,795 | $1.10M | 0.08% | −990−6.7% | Reduced |
| First National Bank Sioux Falls | 13,485 | $1.10M | 0.30% | −908−6.3% | Reduced |
| Chilton Investment Co LLC | 13,760 | $1.10M | 0.03% | +28+0.2% | Added |
| Lodestar Private Asset Management LLC | 13,757 | $1.10M | 0.11% | +1,874+15.8% | Added |
| Accurate Wealth Management, LLC | 12,768 | $1.09M | 0.13% | +1,301+11.3% | Added |
| WP Advisors, LLC | 13,689 | $1.09M | 0.28% | +76+0.6% | Added |
| J.Safra Asset Management Corp | 13,684 | $1.09M | 0.06% | +60+0.4% | Added |
| Empirical Asset Management, LLC | 13,678 | $1.09M | 0.29% | +633+4.9% | Added |
| Anchyra Partners LLC | 13,649 | $1.09M | 0.33% | +316+2.4% | Added |
| Neumann Capital Management, LLC | 13,622 | $1.08M | 0.32% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 13,618 | $1.08M | 0.22% | −72−0.5% | Reduced |
| Segment Wealth Management, LLC | 13,572 | $1.08M | 0.06% | −930−6.4% | Reduced |
| Catalyst Financial Partners LLC | 13,559 | $1.08M | 0.13% | +566+4.4% | Added |
| M Holdings Securities, Inc. | 14,541 | $1.08M | 0.07% | +3,882+36.4% | Added |
| Bridgefront Capital, LLC | 13,527 | $1.08M | 0.27% | +13,527 | New |
| Magnolia Capital Advisors LLC | 13,521 | $1.08M | 0.21% | +875+6.9% | Added |
| PW Nova Financial Services LLC | 13,486 | $1.07M | 0.27% | +13,486 | New |
| Brooks, Moore & Associates, Inc. | 13,485 | $1.07M | 0.54% | 00.0% | Unchanged |
| Leonteq Securities AG | 13,483 | $1.07M | 0.07% | −7,357−35.3% | Reduced |
| Sather Financial Group Inc | 13,480 | $1.07M | 0.07% | +323+2.5% | Added |
| PDS Planning, Inc | 13,462 | $1.07M | 0.07% | −283−2.1% | Reduced |
| Quent Capital, LLC | 13,456 | $1.07M | 0.08% | −725−5.1% | Reduced |
| Rational Advisors LLC | 12,538 | $1.07M | 0.11% | +7,247+137.0% | Added |
| First Interstate Bank | 13,437 | $1.07M | 0.06% | +528+4.1% | Added |
| Fiduciary Financial Group, LLC | 13,409 | $1.07M | 0.14% | −296−2.2% | Reduced |
| Weatherly Asset Management L. P. | 13,401 | $1.07M | 0.09% | +105+0.8% | Added |
| Bridgewealth Advisory Group, LLC | 13,391 | $1.07M | 0.22% | +14+0.1% | Added |
| Tranquilli Financial Advisor LLC | 13,384 | $1.07M | 0.62% | −1,831−12.0% | Reduced |
| TBH Global Asset Management, LLC | 13,377 | $1.06M | 0.21% | −1,328−9.0% | Reduced |
| C2C Wealth Management, LLC | 13,267 | $1.06M | 0.89% | +60.0% | Added |
| BLI - Banque de Luxembourg Investments | 11,300 | $1.05M | 0.03% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 13,159 | $1.05M | 0.65% | +22+0.2% | Added |
| LVW Advisors, LLC | 13,112 | $1.04M | 0.10% | +2,615+24.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,104 | $1.04M | 0.02% | +13,104 | New |
| Stock Yards Bank & Trust Co | 13,095 | $1.04M | 0.03% | +787+6.4% | Added |