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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 8,194 | $652.4K | 0.14% | +713+9.5% | Added |
| Bouchey Financial Group Ltd | 7,576 | $651.7K | 0.05% | −16−0.2% | Reduced |
| Sunflower Bank, N.A. | 8,185 | $651.6K | 0.17% | −85−1.0% | Reduced |
| Wealth Architects, LLC | 8,163 | $649.9K | 0.06% | −92−1.1% | Reduced |
| WSFS Capital Management, LLC | 8,157 | $649.4K | 0.03% | +2,695+49.3% | Added |
| CFO4Life Group, LLC | 8,070 | $642.5K | 0.10% | +873+12.1% | Added |
| First Foundation Advisors | 8,053 | $641.1K | 0.03% | +504+6.7% | Added |
| Old West Investment Management, LLC | 8,037 | $639.8K | 0.07% | 00.0% | Unchanged |
| STAR Financial Bank | 8,007 | $637.4K | 0.30% | +3,468+76.4% | Added |
| Oak Grove Capital LLC | 8,000 | $636.9K | 0.11% | −1,493−15.7% | Reduced |
| Parkside Investments, LLC | 8,000 | $636.9K | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 7,991 | $636.2K | 0.10% | +421+5.6% | Added |
| Elyxium Wealth, LLC | 7,982 | $635.4K | 0.20% | +295+3.8% | Added |
| Wood Tarver Financial Group, LLC | 7,971 | $634.0K | 0.18% | +217+2.8% | Added |
| Plan A Wealth LLC | 7,932 | $631.5K | 0.30% | −79−1.0% | Reduced |
| Kagan Cocozza Asset Management | 7,918 | $630.4K | 0.44% | −290−3.5% | Reduced |
| Claro Advisors LLC | 7,897 | $628.7K | 0.08% | +87+1.1% | Added |
| FourThought Financial Partners, LLC | 7,895 | $628.5K | 0.05% | −630−7.4% | Reduced |
| Annex Advisory Services, LLC | 7,884 | $627.7K | 0.01% | +470+6.3% | Added |
| Facet Wealth, Inc. | 7,837 | $623.9K | 0.01% | −328−4.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,822 | $622.7K | 0.19% | −1,046−11.8% | Reduced |
| Altfest L J & Co Inc | 7,819 | $622.5K | 0.07% | −2,474−24.0% | Reduced |
| Elevate Wealth Advisory, Inc | 7,808 | $621.6K | 0.39% | +33+0.4% | Added |
| First Western Trust Bank | 7,803 | $621.2K | 0.03% | −5−0.1% | Reduced |
| SageView Advisory Group, LLC | 7,798 | $620.8K | 0.02% | −5,381−40.8% | Reduced |
| ZEGA Investments, LLC | 7,763 | $618.0K | 0.12% | −6−0.1% | Reduced |
| First Pacific Financial | 7,748 | $616.8K | 0.08% | +552+7.7% | Added |
| Equitable Trust Co | 7,734 | $615.7K | 0.03% | −112−1.4% | Reduced |
| Morris Retirement Advisors, LLC | 7,732 | $615.5K | 0.25% | +419+5.7% | Added |
| MONECO Advisors, LLC | 7,709 | $613.7K | 0.05% | −148−1.9% | Reduced |
| Glaxis Capital Management, LLC | 7,697 | $612.8K | 0.77% | −30,000−79.6% | Reduced |
| Summit Asset Management, LLC | 7,695 | $612.6K | 0.09% | −60−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 7,688 | $612.0K | 0.07% | −16−0.2% | Reduced |
| Radnor Capital Management, LLC | 7,686 | $611.9K | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 7,684 | $611.7K | 0.15% | −1,285−14.3% | Reduced |
| MBL Wealth, LLC | 7,675 | $611.0K | 0.05% | +385+5.3% | Added |
| DKM Wealth Management, Inc. | 7,669 | $610.6K | 0.44% | +51+0.7% | Added |
| New Republic Capital, LLC | 7,648 | $608.9K | 0.21% | −5,074−39.9% | Reduced |
| Heritage Investment Group, Inc. | 7,639 | $608.1K | 0.09% | −270−3.4% | Reduced |
| Global Assets Advisory, LLC | 7,632 | $607.6K | 0.19% | +302+4.1% | Added |
| Mosaic Financial Group, LLC | 7,618 | $606.0K | 0.43% | +45+0.6% | Added |
| TCTC Holdings, LLC | 7,607 | $605.6K | 0.02% | +17+0.2% | Added |
| Coastwise Capital Group, LLC | 7,606 | $605.5K | 0.34% | −4,004−34.5% | Reduced |
| Marble Wealth, LLC | 7,587 | $604.0K | 0.11% | −5,306−41.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,580 | $603.4K | 0.20% | −670−8.1% | Reduced |
| SilverOak Wealth Management LLC | 7,579 | $603.4K | 0.10% | −223−2.9% | Reduced |
| Capital Advisors Inc | 7,558 | $601.7K | 0.01% | +1,127+17.5% | Added |
| DV Trading LLC | 7,547 | $600.8K | 0.05% | +6,544+652.4% | Added |
| Winthrop Capital Management, LLC | 7,540 | $600.0K | 0.15% | −20−0.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,535 | $599.8K | 0.15% | +112+1.5% | Added |
| Dorato Capital Management | 7,085 | $599.8K | 0.44% | 00.0% | Unchanged |
| Hardy Reed LLC | 7,521 | $598.7K | 0.04% | −591−7.3% | Reduced |
| Weaver Consulting Group | 7,511 | $598.0K | 0.14% | +68+0.9% | Added |
| CVA Family Office, LLC | 7,496 | $596.8K | 0.06% | +1,071+16.7% | Added |
| Atala Financial Inc | 7,394 | $595.1K | 0.40% | −459−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,473 | $594.9K | 0.15% | −272−3.5% | Reduced |
| Oxford Financial Group Ltd | 7,467 | $594.4K | 0.03% | +799+12.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,450 | $593.1K | 0.01% | −514−6.5% | Reduced |
| Cardinal Point Capital Management, ULC | 7,445 | $592.7K | 0.04% | +2,770+59.3% | Added |
| DRW Securities, LLC | 7,552 | $592.4K | 0.03% | −23,846−75.9% | Reduced |
| Keystone Financial Group | 7,426 | $591.5K | 0.04% | +425+6.1% | Added |
| BlueStem Wealth Partners, LLC | 7,424 | $591.1K | 0.07% | −138−1.8% | Reduced |
| Bull Oak Capital, LLC | 7,409 | $589.8K | 0.23% | +7,409 | New |
| Spinnaker Trust | 7,407 | $589.7K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 7,401 | $589.2K | 0.02% | +274+3.8% | Added |
| Tactive Advisors, LLC | 7,367 | $586.5K | 0.17% | −274−3.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,365 | $586.3K | 0.08% | −54−0.7% | Reduced |
| Crusonia Wealth Advisors LLC | 7,362 | $586.1K | 0.12% | +184+2.6% | Added |
| Tradewinds Capital Management, LLC | 7,361 | $586.0K | 0.12% | +12+0.2% | Added |
| E&G Advisors, LP | 7,357 | $585.7K | 0.13% | +5+0.1% | Added |
| Verum Partners LLC | 7,353 | $585.4K | 0.11% | −43−0.6% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $583.9K | 0.20% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 7,325 | $583.1K | 0.39% | −200−2.7% | Reduced |
| EFG International AG | 7,317 | $582.5K | 0.01% | +1,201+19.6% | Added |
| Papp L Roy & Associates | 7,310 | $582.0K | 0.07% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 7,289 | $581.0K | 0.02% | −2,900−28.5% | Reduced |
| OneAscent Wealth Management LLC | 7,292 | $580.5K | 0.19% | −198−2.6% | Reduced |
| Magnus Financial Group LLC | 7,287 | $580.2K | 0.05% | −114−1.5% | Reduced |
| Riverbend Wealth Management, LLC | 7,282 | $579.7K | 0.36% | +3,396+87.4% | Added |
| Tributary Capital Management, LLC | 7,280 | $579.6K | 0.06% | −175−2.3% | Reduced |
| Howe & Rusling Inc | 7,255 | $577.6K | 0.04% | −394−5.2% | Reduced |
| Amarillo National Bank | 7,241 | $576.5K | 0.10% | +7,241 | New |
| Ironwood Investment Counsel, LLC | 7,238 | $576.2K | 0.08% | +30.0% | Added |
| Engineers Gate Manager LP | 7,234 | $575.9K | 0.01% | −3,407−32.0% | Reduced |
| Mengis Capital Management, Inc. | 7,221 | $574.9K | 0.10% | −296−3.9% | Reduced |
| Alpha Family Trust | 7,220 | $574.8K | 0.28% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,204 | $573.5K | 0.12% | −1,552−17.7% | Reduced |
| Oxford Asset Management LLP | 7,202 | $573.4K | 0.23% | +7,202 | New |
| Lincoln Capital LLC | 7,201 | $573.3K | 0.11% | +20.0% | Added |
| SlateStone Wealth, LLC | 7,167 | $571.0K | 0.05% | +7,167 | New |
| Cassaday & Co Wealth Management LLC | 7,165 | $570.4K | 0.01% | −665−8.5% | Reduced |
| Sippican Capital Advisors | 7,165 | $570.4K | 0.39% | −210−2.8% | Reduced |
| Lynch & Associates | 7,163 | $570.2K | 0.11% | +450+6.7% | Added |
| VSM Wealth Advisory, LLC | 7,161 | $570.1K | 0.17% | +1,735+32.0% | Added |
| Delta Investment Management, LLC | 7,143 | $568.7K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,135 | $568.1K | 0.08% | −650−8.3% | Reduced |
| Convergence Financial, LLC | 7,132 | $567.8K | 0.06% | +3,458+94.1% | Added |
| Birchwood Financial Partners, Inc. | 7,125 | $567.2K | 0.55% | −75−1.0% | Reduced |
| Maltese Capital Management LLC | 7,124 | $567.1K | 0.11% | −51,376−87.8% | Reduced |
| Douglas Lane & Associates, LLC | 7,123 | $567.1K | 0.01% | −541−7.1% | Reduced |