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 |
|---|---|---|---|---|---|
| Keynote Financial Services LLC | 4,100 | $326.4K | 0.17% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,094 | $325.9K | 0.04% | −6−0.1% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 4,078 | $324.7K | 0.29% | −22,434−84.6% | Reduced |
| Charter Trust Co | 4,076 | $324.5K | 0.02% | +46+1.1% | Added |
| Ssi Investment Management LLC | 4,057 | $323.0K | 0.02% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 4,057 | $323.0K | 0.09% | +4,057 | New |
| Albion Financial Group | 4,052 | $322.6K | 0.02% | +2,797+222.9% | Added |
| S Harris Financial Group, LLC | 4,050 | $322.5K | 0.29% | −89−2.2% | Reduced |
| DT Investment Partners, LLC | 4,048 | $322.3K | 0.03% | −133−3.2% | Reduced |
| Discipline Wealth Solutions, LLC | 4,048 | $322.3K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 4,047 | $322.2K | 0.19% | −200−4.7% | Reduced |
| JGP Wealth Management, LLC | 4,044 | $321.9K | 0.03% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,040 | $321.7K | 0.23% | +131+3.4% | Added |
| Atlas Legacy Advisors, LLC | 4,035 | $321.2K | 0.06% | −785−16.3% | Reduced |
| Next Level Private LLC | 4,031 | $320.9K | 0.07% | −3−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,028 | $320.7K | 0.05% | −67−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,026 | $320.5K | 0.02% | −695−14.7% | Reduced |
| Peddock Capital Advisors, LLC | 4,024 | $320.4K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 4,020 | $320.1K | 0.02% | +122+3.1% | Added |
| Orographic Financial Advisors, LLC | 4,030 | $320.0K | 0.23% | +4,030 | New |
| James Hambro & Partners | 4,019 | $319.9K | 0.01% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,000 | $319.9K | 0.00% | −56,665−93.4% | Reduced |
| Third View Private Wealth, LLC | 4,013 | $319.5K | 0.04% | +161+4.2% | Added |
| Trustmark National Bank Trust Department | 4,012 | $319.4K | 0.02% | +278+7.4% | Added |
| Elevatus Welath Management | 4,004 | $318.8K | 0.17% | +255+6.8% | Added |
| Dempze Nancy E | 4,000 | $318.4K | 0.17% | −1,500−27.3% | Reduced |
| United Bank | 4,000 | $318.4K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $318.4K | 0.15% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 3,997 | $318.2K | 0.09% | +42+1.1% | Added |
| Parkway Wealth Management Group, LLC | 3,697 | $318.0K | 0.04% | +97+2.7% | Added |
| Ostrum Asset Management | 3,993 | $317.9K | 0.02% | +2,656+198.7% | Added |
| United Advisor Group, LLC | 3,990 | $317.7K | 0.04% | +199+5.2% | Added |
| Private Advisory Group LLC | 3,985 | $317.3K | 0.02% | +3,985 | New |
| Power Wealth Management LLC | 3,979 | $316.8K | 0.12% | +1,153+40.8% | Added |
| McMillan Office, Inc. | 3,978 | $316.7K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 3,971 | $316.1K | 0.20% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,970 | $316.1K | 0.28% | +950+31.5% | Added |
| Kure Advisory, LLC | 3,964 | $315.6K | 0.17% | +5+0.1% | Added |
| SJS Investment Consulting Inc. | 3,959 | $315.1K | 0.04% | +20+0.5% | Added |
| Octavia Wealth Advisors, LLC | 3,955 | $314.9K | 0.03% | −213−5.1% | Reduced |
| Granite Harbor Advisors, Inc. | 3,950 | $314.5K | 0.14% | +116+3.0% | Added |
| Vestor Capital, LLC | 3,944 | $314.0K | 0.02% | +3,522+834.6% | Added |
| Walkner Condon Financial Advisors LLC | 3,936 | $313.3K | 0.04% | −26−0.7% | Reduced |
| StoryOne LLC | 0 | $313.1K | 0.18% | 0 | Unchanged |
| WealthPoint Financial, LLC | 3,932 | $313.1K | 0.26% | +71+1.8% | Added |
| Great Waters Wealth Management | 3,932 | $313.0K | 0.03% | −10−0.3% | Reduced |
| Security National Bank of So Dak | 3,927 | $312.6K | 0.15% | −1,430−26.7% | Reduced |
| Weinberger Asset Management, Inc | 3,920 | $312.1K | 0.12% | −114−2.8% | Reduced |
| Marietta Investment Partners LLC | 3,900 | $310.5K | 0.06% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,898 | $310.3K | 0.07% | +5+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,896 | $310.2K | 0.20% | −687−15.0% | Reduced |
| Vicus Capital | 3,891 | $309.8K | 0.02% | −21−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,882 | $309.0K | 0.07% | −272−6.5% | Reduced |
| Investment Advisory Group, LLC | 3,876 | $308.6K | 0.08% | −103−2.6% | Reduced |
| Financial Network Wealth Advisors LLC | 3,872 | $308.3K | 0.32% | +3+0.1% | Added |
| Reflection Asset Management | 3,866 | $307.8K | 0.19% | +105+2.8% | Added |
| Brandywine Oak Private Wealth LLC | 3,853 | $306.8K | 0.03% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 3,853 | $306.7K | 0.20% | −35−0.9% | Reduced |
| Peninsula Asset Management Inc | 3,851 | $306.6K | 0.16% | +3,851 | New |
| Sig Brokerage, LP | 3,851 | $306.6K | 0.09% | +3,851 | New |
| Donaldson Capital Management, LLC | 3,847 | $306.3K | 0.01% | −953−19.9% | Reduced |
| Adelphi Trust Co | 3,841 | $305.8K | 0.25% | −29−0.7% | Reduced |
| Accelerate Investment Advisors LLC | 3,841 | $305.8K | 0.20% | −10.0% | Reduced |
| Arvest Investments, Inc. | 3,837 | $305.5K | 0.04% | −12−0.3% | Reduced |
| HRC Wealth Management, LLC | 3,835 | $305.3K | 0.14% | +3+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 3,834 | $305.3K | 0.22% | +2+0.1% | Added |
| Petix & Botte Co | 1,914 | $304.7K | 0.07% | −1,914−50.0% | Reduced |
| United Wealth Management, LLC | 3,818 | $304.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,808 | $303.1K | 0.04% | −4−0.1% | Reduced |
| Kerr Financial Planning Corp | 3,703 | $302.8K | 0.37% | −1,079−22.6% | Reduced |
| Westhampton Capital, LLC | 3,800 | $302.5K | 0.14% | 00.0% | Unchanged |
| MJP Associates Inc | 3,799 | $302.5K | 0.04% | −183−4.6% | Reduced |
| Laraway Financial Inc | 3,785 | $301.3K | 0.21% | −396−9.5% | Reduced |
| Pinnacle Holdings, LLC | 3,772 | $300.3K | 0.10% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 3,766 | $299.8K | 0.13% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $299.5K | 0.15% | −54−1.4% | Reduced |
| New Wave Wealth Advisors LLC | 3,760 | $299.3K | 0.10% | −1,532−28.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,757 | $299.0K | 0.09% | +10.0% | Added |
| Sterling Group Wealth Management, LLC | 3,751 | $298.6K | 0.14% | +3,751 | New |
| Wealth Dimensions Group, Ltd. | 3,748 | $298.4K | 0.06% | +276+7.9% | Added |
| Colonial Trust Advisors | 3,743 | $298.0K | 0.02% | +149+4.1% | Added |
| Front Street Capital Management, Inc. | 3,743 | $298.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,739 | $298.0K | 0.10% | +9+0.2% | Added |
| BTG Pactual Asset Management US LLC | 3,736 | $297.4K | 0.03% | −2,156−36.6% | Reduced |
| TCP Asset Management, LLC | 3,736 | $297.4K | 0.04% | +3,736 | New |
| Cannon Wealth Management Services, LLC | 3,726 | $296.6K | 0.20% | +3,726 | New |
| CoreFirst Bank & Trust | 3,723 | $296.4K | 0.16% | −310−7.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,719 | $296.1K | 0.08% | −37−1.0% | Reduced |
| Madson Wealth Advisors Inc | 3,718 | $296.0K | 0.25% | +3,718 | New |
| Outlook Wealth Advisors, LLC | 3,705 | $295.0K | 0.07% | +20+0.5% | Added |
| Northland Securities, Inc. | 3,700 | $294.6K | 0.28% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 3,696 | $294.2K | 0.21% | −1,033−21.8% | Reduced |
| Vista Private Wealth Partners. LLC | 3,889 | $294.2K | 0.10% | +393+11.2% | Added |
| Rare Wolf Capital LLC | 3,695 | $294.2K | 0.19% | 00.0% | Unchanged |
| Matauro, LLC | 3,695 | $294.2K | 0.04% | +15+0.4% | Added |
| Sivia Capital Partners, LLC | 3,689 | $293.7K | 0.06% | −5,210−58.5% | Reduced |
| RKL Wealth Management LLC | 3,689 | $293.7K | 0.03% | −4,437−54.6% | Reduced |
| Financial Security Advisor, Inc. | 3,685 | $293.4K | 0.05% | +17+0.5% | Added |
| Beck Mack & Oliver LLC | 3,682 | $293.1K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,675 | $292.6K | 0.10% | −1,383−27.3% | Reduced |