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 |
|---|---|---|---|---|---|
| P.A.W. Capital Corp | 4,600 | $364.1K | 0.29% | +4,600 | New |
| Talisman Wealth Advisors LLC | 4,565 | $363.4K | 0.29% | −65−1.4% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $363.0K | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $362.7K | 0.06% | −15−0.3% | Reduced |
| Seeds Investor LLC | 4,436 | $362.4K | 0.05% | +7+0.2% | Added |
| Excelsior Advisor Network LLC | 4,552 | $362.4K | 0.14% | +235+5.4% | Added |
| May Hill Capital, LLC | 4,548 | $362.1K | 0.09% | +951+26.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,547 | $362.0K | 0.15% | −149−3.2% | Reduced |
| Independence Wealth Advisors, LLC | 4,543 | $361.6K | 0.19% | +1,529+50.7% | Added |
| O'Rourke & Company, Inc | 4,540 | $361.5K | 0.14% | +3+0.1% | Added |
| Myriad Asset Management US LP | 4,538 | $361.0K | 0.54% | +506+12.5% | Added |
| Range Advisory, LLC | 4,532 | $360.8K | 0.07% | +23+0.5% | Added |
| Sunpointe, LLC | 4,521 | $359.9K | 0.12% | +7+0.2% | Added |
| Private Wealth Group, LLC | 4,514 | $359.4K | 0.17% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4,512 | $359.2K | 0.07% | +148+3.4% | Added |
| Bernardo Wealth Planning LLC | 4,510 | $359.1K | 0.07% | +19+0.4% | Added |
| Edgestream Partners, L.P. | 4,485 | $357.1K | 0.01% | −4,340−49.2% | Reduced |
| Lynch Investment Planning, LLC | 4,476 | $356.3K | 0.32% | +25+0.6% | Added |
| First Heartland Consultants, Inc. | 4,465 | $355.4K | 0.03% | +20+0.4% | Added |
| GW&K Investment Management, LLC | 4,463 | $355.0K | 0.00% | −59−1.3% | Reduced |
| Johnson & White Wealth Management, LLC | 4,456 | $354.7K | 0.15% | −6−0.1% | Reduced |
| Golden State Wealth Management, LLC | 4,454 | $354.6K | 0.04% | −292−6.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,445 | $353.9K | 0.03% | +400+9.9% | Added |
| Southland Equity Partners LLC | 4,443 | $353.7K | 0.07% | −3−0.1% | Reduced |
| Lewis Asset Management, LLC | 4,432 | $352.8K | 0.14% | 00.0% | Unchanged |
| Narwhal Capital Management | 4,431 | $352.8K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,424 | $352.2K | 0.12% | −594−11.8% | Reduced |
| First American Bank | 4,422 | $352.0K | 0.02% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,420 | $351.9K | 0.05% | +160+3.8% | Added |
| Partners Wealth Management, LLC | 4,417 | $351.6K | 0.36% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,416 | $351.6K | 0.08% | −106−2.3% | Reduced |
| Sonata Capital Group Inc | 4,415 | $351.5K | 0.13% | −100−2.2% | Reduced |
| Check Capital Management Inc | 4,413 | $351.3K | 0.02% | −625−12.4% | Reduced |
| Madison Wealth Partners, Inc | 4,412 | $351.3K | 0.06% | +309+7.5% | Added |
| Rosenberg Matthew Hamilton | 4,405 | $350.7K | 0.07% | +145+3.4% | Added |
| Concentrum Wealth Management | 4,401 | $350.4K | 0.10% | +23+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 4,400 | $350.3K | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 4,399 | $350.2K | 0.04% | −590−11.8% | Reduced |
| Black Diamond Financial, LLC | 4,398 | $350.1K | 0.04% | −406−8.5% | Reduced |
| Circle Wealth Management, LLC | 4,383 | $348.9K | 0.00% | +75+1.7% | Added |
| Koenig Investment Advisory, LLC | 4,380 | $348.7K | 0.30% | −7−0.2% | Reduced |
| LeConte Wealth Management, LLC | 4,377 | $348.4K | 0.23% | −94−2.1% | Reduced |
| Embree Financial Group | 4,376 | $348.4K | 0.04% | +714+19.5% | Added |
| Bill Few Associates, Inc. | 4,363 | $347.3K | 0.08% | +100+2.3% | Added |
| Stronghold Wealth Management L.L.C. | 4,360 | $347.1K | 0.52% | +106+2.5% | Added |
| Legacy Wealth Advisors, LLC | 4,352 | $346.5K | 0.18% | +241+5.9% | Added |
| Trilogy Capital Inc. | 4,347 | $346.0K | 0.02% | +973+28.8% | Added |
| Impact Capital Partners LLC | 4,345 | $345.9K | 0.10% | +6+0.1% | Added |
| Kondo Wealth Advisors, Inc. | 4,344 | $345.8K | 0.13% | −20−0.5% | Reduced |
| CacheTech Inc. | 4,337 | $345.3K | 0.07% | +4,337 | New |
| Leuthold Group, LLC | 4,334 | $345.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4,334 | $345.0K | 0.15% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $344.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,317 | $343.7K | 0.10% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 4,311 | $343.2K | 0.21% | −266−5.8% | Reduced |
| Osterweis Capital Management Inc | 4,307 | $342.9K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 4,303 | $342.6K | 0.08% | −298−6.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,300 | $342.4K | 0.15% | +12+0.3% | Added |
| KFG Wealth Management, LLC | 4,296 | $342.0K | 0.04% | −25−0.6% | Reduced |
| Ameliora Wealth Management Ltd. | 4,294 | $341.8K | 0.11% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,294 | $341.8K | 0.05% | +688+19.1% | Added |
| One Wealth Capital Management, LLC | 4,191 | $341.6K | 0.15% | −455−9.8% | Reduced |
| Ellenbecker Investment Group | 4,288 | $341.4K | 0.05% | +10+0.2% | Added |
| Aviance Capital Partners, LLC | 4,279 | $340.6K | 0.04% | +3+0.1% | Added |
| 111 Capital | 4,277 | $340.5K | 0.08% | −1,474−25.6% | Reduced |
| Duncan Williams Asset Management, LLC | 4,270 | $339.9K | 0.09% | −645−13.1% | Reduced |
| Compass Financial Services Inc | 4,265 | $339.6K | 0.15% | +1,218+40.0% | Added |
| Tillman Hartley LLC | 4,265 | $339.5K | 0.09% | −665−13.5% | Reduced |
| Mokosak Advisory Group, LLC | 4,264 | $339.4K | 0.08% | +21+0.5% | Added |
| Chesapeake Wealth Management | 4,254 | $338.7K | 0.10% | +14+0.3% | Added |
| Towerpoint Wealth, LLC | 4,249 | $338.3K | 0.14% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,247 | $338.1K | 0.04% | −60−1.4% | Reduced |
| Golden Reserve Retirement LLC | 4,225 | $336.4K | 0.07% | +1,179+38.7% | Added |
| EdgeRock Capital LLC | 4,224 | $336.3K | 0.09% | −205−4.6% | Reduced |
| American Trust | 4,223 | $336.2K | 0.03% | −130−3.0% | Reduced |
| Grove Bank & Trust | 4,217 | $335.7K | 0.04% | +49+1.2% | Added |
| Mill Creek Capital Advisors, LLC | 4,209 | $335.1K | 0.01% | −544−11.4% | Reduced |
| Centurion Wealth Management LLC | 4,203 | $334.6K | 0.08% | −12−0.3% | Reduced |
| Nixon Peabody Trust Co | 4,202 | $334.5K | 0.03% | +851+25.4% | Added |
| TCI Wealth Advisors, Inc. | 4,201 | $334.4K | 0.02% | −132−3.0% | Reduced |
| Capital Management Associates, Inc | 4,192 | $333.7K | 0.08% | +9+0.2% | Added |
| Paul Damon & Associates, Inc. | 4,192 | $333.7K | 0.15% | +4,192 | New |
| Camden National Bank | 4,176 | $332.5K | 0.04% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 4,175 | $332.4K | 0.20% | +248+6.3% | Added |
| Ellis Investment Partners, LLC | 4,171 | $332.1K | 0.06% | +20.0% | Added |
| Alps Advisors Inc | 4,169 | $331.9K | 0.00% | −525−11.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,162 | $331.3K | 0.07% | +256+6.6% | Added |
| Centerpoint Advisory Group | 4,159 | $331.1K | 0.25% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,157 | $330.9K | 0.06% | 00.0% | Unchanged |
| BCV Asset Management Inc. | 4,155 | $330.8K | 0.01% | +4,155 | New |
| Brady Family Wealth, LLC | 4,152 | $330.6K | 0.10% | +149+3.7% | Added |
| GFS Advisors, LLC | 4,150 | $330.4K | 0.02% | −662−13.8% | Reduced |
| Principal Street Partners, LLC | 4,150 | $330.4K | 0.05% | +113+2.8% | Added |
| Piedmont Capital Management, LLC | 4,140 | $329.6K | 0.22% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 4,131 | $328.9K | 0.16% | +10.0% | Added |
| Michels Family Financial, LLC | 4,123 | $328.3K | 0.24% | +111+2.8% | Added |
| Lawood & Co | 4,118 | $327.8K | 0.30% | +111+2.8% | Added |
| Foresight Global Investors, Inc. | 4,117 | $327.8K | 0.21% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 4,110 | $327.2K | 0.07% | +382+10.2% | Added |
| Levin Capital Strategies, L.P. | 4,100 | $326.4K | 0.02% | 00.0% | Unchanged |