Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
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
- 266
- +2 vs. Q4 2025
- Shares held
- 7.12M
- +994.3K (+16.2%) vs. Q4 2025
- Total value
- $2.48B
- −$368.1M (−12.9%) vs. Q4 2025
- New holders
- 20
- 69 more added
- Sold out
- 18
- 75 more reduced
4 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.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $3 | 0.00% | – | – |
| Rothschild Investment LLC | 2 | $2.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $2.31K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 3,994 | $3.46K | 0.07% | −221−5.2% | Reduced |
| Mascoma Wealth Management LLC | 3 | $3.46K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $5.78K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $5.78K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $5.78K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $6.93K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 6 | $6.93K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.09K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $9.26K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $11.6K | 0.00% | −10−50.0% | Reduced |
| Glenmede Trust Co NA | 10 | $11.6K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $11.6K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 10 | $11.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $13.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12 | $13.9K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 12 | $13.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 12 | $14.4K | 0.01% | +12 | New |
| Entrust Financial LLC | 13 | $15.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $16.2K | 0.00% | +14 | New |
| Mather Group, LLC. | 16 | $18.5K | 0.00% | +16 | New |
| GWM Advisors LLC | 17 | $19.6K | 0.00% | −73−81.1% | Reduced |
| Citigroup Inc | 18 | $20.8K | 0.00% | +10+125.0% | Added |
| Capital Investment Advisory Services, LLC | 20 | $23.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $26.6K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 24 | $27.7K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $28.9K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 25 | $28.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $28.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $31.2K | 0.00% | +27 | New |
| Union Savings Bank | 32 | $37.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 32 | $37.1K | 0.00% | +32 | New |
| Colonial Trust Advisors | 33 | $38.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 37 | $42.7K | 0.01% | +3+8.8% | Added |
| IFP Advisors, Inc | 38 | $43.9K | 0.00% | −40−51.3% | Reduced |
| Quent Capital, LLC | 40 | $46.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 40 | $46.2K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 42 | $47.9K | 0.00% | +42 | New |
| Caldwell Trust Co | 45 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $67.0K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 60 | $69.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $76.4K | 0.04% | – | – |
| Huntington National Bank | 74 | $85.6K | 0.00% | +16+27.6% | Added |
| IMA Wealth, Inc. | 85 | $98.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 91 | $105.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 93 | $107.4K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $115.5K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 102 | $118.0K | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 118 | $136.3K | 0.00% | +118 | New |
| MAI Capital Management | 122 | $140.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 135 | $155.9K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 147 | $169.8K | 0.00% | −34−18.8% | Reduced |
| Brown Brothers Harriman & Co | 150 | $173.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 181 | $209.3K | 0.00% | +181 | New |
| Bank of Montreal | 182 | $210.5K | 0.00% | −23−11.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 185 | $213.7K | 0.03% | +20+12.1% | Added |
| Inkwell Capital LLC | 187 | $216.0K | 0.22% | −8−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 188 | $217.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 190 | $219.4K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 193 | $222.9K | 0.00% | +1+0.5% | Added |
| Ground Swell Capital, LLC | 193 | $222.9K | 0.44% | +193 | New |
| Diesslin Group, Inc. | 201 | $232.1K | 0.10% | +3+1.5% | Added |
| HB Wealth Management, LLC | 206 | $237.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 212 | $244.9K | 0.00% | +5+2.4% | Added |
| The PNC Financial Services Group, Inc. | 218 | $251.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $252.1K | 0.02% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 225 | $259.9K | 0.01% | 00.0% | Unchanged |
| First County Bank | 225 | $260.4K | 0.14% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 227 | $262.1K | 0.00% | −6−2.6% | Reduced |
| Crew Capital Management, Ltd. | 235 | $271.4K | 0.18% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 227 | $275.1K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 245 | $283.0K | 0.01% | +10+4.3% | Added |
| Evanson Asset Management, LLC | 250 | $288.8K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 250 | $288.8K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 254 | $293.4K | 0.21% | +25+10.9% | Added |
| Belpointe Asset Management LLC | 257 | $297.0K | 0.01% | +24+10.3% | Added |
| Marex Group plc | 262 | $302.6K | 0.00% | +262 | New |
| SCS Capital Management LLC | 265 | $306.1K | 0.00% | −24−8.3% | Reduced |
| Smith, Moore & Co. | 265 | $306.1K | 0.02% | −10−3.6% | Reduced |
| WFA of San Diego, LLC | 267 | $308.4K | 0.25% | −8−2.9% | Reduced |
| Scotia Capital Inc. | 270 | $311.9K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 275 | $317.6K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 287 | $331.5K | 0.08% | +67+30.5% | Added |
| Independent Advisor Alliance | 287 | $331.8K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 291 | $337.0K | 0.02% | −17−5.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 297 | $343.3K | 0.07% | +3+1.0% | Added |
| Thrive Wealth Management, LLC | 299 | $345.3K | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 300 | $346.5K | 0.00% | +300 | New |
| Westshore Wealth, LLC | 306 | $353.4K | 0.12% | −11−3.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 314 | $362.7K | 0.02% | −12−3.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 318 | $367.3K | 0.00% | −222−41.1% | Reduced |
| Brown Advisory Inc | 321 | $370.8K | 0.00% | +36+12.6% | Added |
| Wedbush Securities Inc | 323 | $373.0K | 0.01% | −149−31.6% | Reduced |
| Aull & Monroe Investment Management Corp | 337 | $389.2K | 0.18% | +34+11.2% | Added |