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
- 2,828
- −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
- 1,190 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 39,330 | $3.13M | 0.10% | −5,957−13.2% | Reduced |
| Avestar Capital, LLC | 39,104 | $3.11M | 0.21% | −718−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 39,067 | $3.11M | 0.04% | −1,981−4.8% | Reduced |
| Arvest Bank Trust Division | 38,933 | $3.10M | 0.17% | −584−1.5% | Reduced |
| Capital Investment Advisors, LLC | 38,931 | $3.10M | 0.05% | −1,637−4.0% | Reduced |
| 44 Wealth Management LLC | 38,920 | $3.10M | 1.08% | −2,964−7.1% | Reduced |
| Cidel Asset Management Inc | 38,768 | $3.09M | 0.17% | +4,775+14.0% | Added |
| Prime Capital Investment Advisors, LLC | 38,598 | $3.07M | 0.04% | −6,113−13.7% | Reduced |
| Dynasty Wealth Management, LLC | 38,519 | $3.07M | 0.03% | −204−0.5% | Reduced |
| United Asset Strategies, Inc. | 38,496 | $3.06M | 0.24% | +115+0.3% | Added |
| Evercore Wealth Management, LLC | 38,475 | $3.06M | 0.05% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 38,454 | $3.06M | 1.56% | 00.0% | Unchanged |
| Golden State Equity Partners | 38,425 | $3.06M | 0.23% | +3,482+10.0% | Added |
| Union Bancaire Privee, UBP SA | 40,371 | $3.05M | 0.06% | −10,399−20.5% | Reduced |
| Polar Asset Management Partners Inc. | 38,200 | $3.04M | 0.07% | +38,200 | New |
| InvesTrust | 38,071 | $3.03M | 1.27% | −1,636−4.1% | Reduced |
| Fiduciary Family Office, LLC | 37,924 | $3.02M | 0.86% | +2,965+8.5% | Added |
| Aaron Wealth Advisors | 37,614 | $2.99M | 0.17% | −3,303−8.1% | Reduced |
| Aspen Grove Capital, LLC | 37,594 | $2.99M | 0.58% | −100.0% | Reduced |
| Marks Group Wealth Management, Inc | 37,579 | $2.99M | 0.29% | +504+1.4% | Added |
| Yarbrough Capital, LLC | 37,485 | $2.98M | 0.10% | 00.0% | Unchanged |
| Congress Park Capital LLC | 37,258 | $2.97M | 0.91% | −338−0.9% | Reduced |
| Grimes & Company, Inc. | 37,245 | $2.97M | 0.08% | −1,257−3.3% | Reduced |
| Franklin Street Advisors Inc | 37,245 | $2.97M | 0.18% | −515−1.4% | Reduced |
| American Money Management, LLC | 37,106 | $2.95M | 0.47% | −75−0.2% | Reduced |
| Capital Investment Counsel, Inc | 36,960 | $2.94M | 0.36% | −1,061−2.8% | Reduced |
| Keystone Wealth Services, LLC | 36,483 | $2.90M | 0.62% | +510+1.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,290 | $2.89M | 0.17% | −58,166−61.6% | Reduced |
| Winning Points Advisors, LLC | 35,906 | $2.88M | 2.89% | −400−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 36,071 | $2.87M | 0.19% | −1,027−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,822 | $2.85M | 0.11% | +1,300+3.8% | Added |
| S&CO Inc | 35,649 | $2.84M | 0.18% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,574 | $2.83M | 0.27% | −867−2.4% | Reduced |
| Marotta Asset Management | 35,131 | $2.83M | 0.52% | 00.0% | Unchanged |
| Marco Investment Management LLC | 35,251 | $2.81M | 0.21% | −200−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 35,122 | $2.80M | 0.31% | −8,077−18.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 35,097 | $2.79M | 0.88% | −7,842−18.3% | Reduced |
| Stableford Capital II LLC | 34,969 | $2.78M | 1.03% | +531+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 34,899 | $2.78M | 0.19% | +1,052+3.1% | Added |
| GHP Investment Advisors, Inc. | 34,747 | $2.77M | 0.11% | +436+1.3% | Added |
| Soltis Investment Advisors LLC | 34,681 | $2.76M | 0.18% | +88+0.3% | Added |
| Snowden Capital Advisors LLC | 34,661 | $2.76M | 0.07% | +179+0.5% | Added |
| JT Stratford LLC | 34,450 | $2.74M | 0.35% | +2,566+8.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,377 | $2.74M | 0.37% | −77−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 34,150 | $2.72M | 0.19% | +18,956+124.8% | Added |
| Arete Wealth Advisors, LLC | 34,158 | $2.72M | 0.20% | +1,626+5.0% | Added |
| Bryn Mawr Trust Co | 34,115 | $2.72M | 0.06% | −1,500−4.2% | Reduced |
| Wesbanco Bank Inc | 34,081 | $2.71M | 0.08% | −1,352−3.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,837 | $2.69M | 0.05% | +3,544+11.7% | Added |
| Syon Capital LLC | 33,659 | $2.68M | 0.13% | +237+0.7% | Added |
| NBT Bank N A | 33,439 | $2.66M | 0.17% | −400−1.2% | Reduced |
| Tradition Wealth Management, LLC | 33,411 | $2.66M | 0.19% | −520−1.5% | Reduced |
| Renaissance Technologies LLC | 33,402 | $2.66M | 0.00% | +33,402 | New |
| Bennett Selby Investments LP | 33,186 | $2.64M | 0.93% | +60.0% | Added |
| New England Research & Management, Inc. | 33,150 | $2.64M | 1.12% | +15,045+83.1% | Added |
| Massachusetts Wealth Management | 33,050 | $2.63M | 1.14% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 32,947 | $2.62M | 0.07% | +3,314+11.2% | Added |
| Spartan Wealth Advisory Services LLC | 32,847 | $2.61M | 0.23% | +32,847 | New |
| New Age Alpha Advisors, LLC | 32,705 | $2.60M | 0.12% | −1,030−3.1% | Reduced |
| Avantra Family Wealth, Inc. | 32,702 | $2.60M | 1.94% | +977+3.1% | Added |
| Iams Wealth Management, LLC | 32,698 | $2.60M | 0.91% | +5,124+18.6% | Added |
| Islay Capital Management, LLC | 32,665 | $2.60M | 1.32% | +1,593+5.1% | Added |
| Shrier Wealth Management, LLC | 32,651 | $2.60M | 0.95% | +696+2.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,351 | $2.58M | 1.08% | −59−0.2% | Reduced |
| Northside Capital Management, LLC | 32,273 | $2.57M | 0.23% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 32,265 | $2.57M | 0.08% | +32,265 | New |
| Advocate Group LLC | 32,020 | $2.55M | 0.40% | −347−1.1% | Reduced |
| Naviter Wealth, LLC | 31,914 | $2.54M | 0.32% | +369+1.2% | Added |
| Legato Capital Management LLC | 11,837 | $2.53M | 0.23% | −41,377−77.8% | Reduced |
| Triangle Securities Wealth Management | 31,730 | $2.53M | 0.57% | −34,226−51.9% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 31,619 | $2.52M | 1.43% | +70+0.2% | Added |
| Gibbs Wealth Management | 31,592 | $2.52M | 0.33% | +13,514+74.8% | Added |
| Carnegie Capital Asset Management, LLC | 31,577 | $2.51M | 0.05% | +1,020+3.3% | Added |
| Thoroughbred Financial Services, LLC | 31,529 | $2.51M | 0.15% | −556−1.7% | Reduced |
| Talon Private Wealth, LLC | 31,477 | $2.51M | 0.33% | +31,477 | New |
| EverSource Wealth Advisors, LLC | 31,451 | $2.50M | 0.08% | +4,674+17.5% | Added |
| Lummis Asset Management, LP | 31,122 | $2.49M | 1.49% | −1,461−4.5% | Reduced |
| WealthShield Partners, LLC | 31,136 | $2.48M | 0.28% | +1,618+5.5% | Added |
| Journey Strategic Wealth LLC | 31,085 | $2.47M | 0.06% | +5,943+23.6% | Added |
| Baker Avenue Asset Management, LP | 30,906 | $2.46M | 0.06% | +2,874+10.3% | Added |
| GeoWealth Management, LLC | 30,865 | $2.46M | 0.09% | −2,950−8.7% | Reduced |
| Auxier Asset Management | 30,815 | $2.45M | 0.35% | +188+0.6% | Added |
| Mutual Advisors, LLC | 30,728 | $2.45M | 0.05% | +631+2.1% | Added |
| Westmount Partners, LLC | 30,699 | $2.44M | 0.60% | +104+0.3% | Added |
| Granite Investment Partners, LLC | 30,587 | $2.44M | 0.15% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 30,578 | $2.43M | 0.08% | +454+1.5% | Added |
| Havemeyer Place LP | 30,508 | $2.43M | 0.28% | +30,508 | New |
| Chicago Capital, LLC | 30,504 | $2.43M | 0.07% | +390+1.3% | Added |
| Clear Harbor Asset Management, LLC | 30,463 | $2.43M | 0.17% | −705−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $2.42M | 0.18% | −750−2.4% | Reduced |
| Argus Investors' Counsel, Inc. | 30,355 | $2.42M | 2.15% | −1,061−3.4% | Reduced |
| SBI Securities Co., Ltd. | 30,289 | $2.41M | 0.07% | −6,192−17.0% | Reduced |
| Adviser Investments LLC | 30,264 | $2.41M | 0.03% | +19+0.1% | Added |
| Revisor Wealth Management LLC | 30,192 | $2.40M | 0.66% | −2,344−7.2% | Reduced |
| Applied Capital LLC | 30,124 | $2.40M | 1.74% | −1,060−3.4% | Reduced |
| Smith Shellnut Wilson LLC | 30,106 | $2.40M | 1.05% | −367−1.2% | Reduced |
| First Citizens Bank & Trust Co | 30,083 | $2.39M | 0.05% | +194+0.6% | Added |
| N.E.W. Advisory Services LLC | 29,933 | $2.38M | 0.18% | +1,490+5.2% | Added |
| Evergreen Capital Management LLC | 29,921 | $2.38M | 0.05% | −30,470−50.5% | Reduced |
| Shelton Wealth Management, LLC | 29,815 | $2.37M | 1.05% | +99+0.3% | Added |