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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 343 | $396.2K | 0.00% | −222−39.3% | Reduced |
| Ieq Capital, LLC | 350 | $404.3K | 0.00% | +73+26.4% | Added |
| Cresset Asset Management, LLC | 352 | $406.6K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 357 | $412.3K | 0.04% | −7−1.9% | Reduced |
| F/M Investments LLC | 362 | $414.8K | 0.03% | −18−4.7% | Reduced |
| Virtue Asset Management LLC | 367 | $423.9K | 0.34% | 00.0% | Unchanged |
| Black Swift Group, LLC | 370 | $427.4K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 384 | $443.5K | 0.00% | +9+2.4% | Added |
| Fifth Third Bancorp | 395 | $455.9K | 0.00% | +335+558.3% | Added |
| WoodTrust Financial Corp | 400 | $462.0K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 412 | $475.8K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 429 | $495.5K | 0.05% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $512.8K | 0.15% | 00.0% | Unchanged |
| Captrust Financial Advisors | 446 | $515.3K | 0.00% | −41−8.4% | Reduced |
| Zazove Associates LLC | 440 | $521.8K | 0.02% | +220+100.0% | Added |
| Ingalls & Snyder LLC | 456 | $527.0K | 0.02% | −3−0.7% | Reduced |
| Searle & Co. | 469 | $541.7K | 0.14% | +469 | New |
| Ameriprise Financial Inc | 474 | $547.5K | 0.00% | −147−23.7% | Reduced |
| Arkadios Wealth Advisors | 475 | $548.6K | 0.01% | −1,143−70.6% | Reduced |
| Bearing Point Capital, LLC | 498 | $575.2K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 505 | $583.7K | 0.17% | −3−0.6% | Reduced |
| Independent Wealth Network Inc. | 542 | $626.5K | 0.19% | +7+1.3% | Added |
| CWM, LLC | 544 | $628.4K | 0.00% | −2−0.4% | Reduced |
| Ares Systematic Credit Ltd | 550 | $628.6K | 0.50% | +550 | New |
| Chicago Partners Investment Group LLC | 521 | $628.9K | 0.01% | −109−17.3% | Reduced |
| Venator Management LLC | 550 | $635.3K | 0.15% | +100+22.2% | Added |
| Stratos Wealth Advisors, LLC | 550 | $635.6K | 0.04% | −14−2.5% | Reduced |
| Chilton Capital Management LLC | 571 | $659.5K | 0.02% | −5−0.9% | Reduced |
| Apollon Financial, LLC | 588 | $679.6K | 0.09% | −89−13.1% | Reduced |
| Jones Financial Companies LLLP | 598 | $681.7K | 0.00% | +149+33.2% | Added |
| Islay Capital Management, LLC | 595 | $687.2K | 0.35% | 00.0% | Unchanged |
| Ewa, LLC | 601 | $694.2K | 0.16% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 615 | $710.3K | 6.31% | −345−35.9% | Reduced |
| HRT Financial LP | 633 | $731.0K | 0.00% | −42−6.2% | Reduced |
| Van Hulzen Asset Management, LLC | 642 | $741.5K | 0.06% | −2−0.3% | Reduced |
| Pennsylvania Capital Management Inc | 645 | $745.0K | 0.21% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $750.8K | 0.00% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 658 | $760.0K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 672 | $776.2K | 0.00% | −51−7.1% | Reduced |
| Coordinated Financial Services, Inc. | 720 | $832.1K | 0.48% | +10+1.4% | Added |
| International Assets Investment Management, LLC | 724 | $838.4K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 729 | $842.3K | 0.00% | +396+118.9% | Added |
| Seelaus Asset Management LLC | 731 | $844.3K | 0.61% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 736 | $850.1K | 0.00% | −10−1.3% | Reduced |
| Founders Capital Management, LLC | 741 | $855.9K | 0.14% | 00.0% | Unchanged |
| First Foundation Advisors | 795 | $918.2K | 0.04% | +22+2.8% | Added |
| Income Research & Management | 803 | $929.2K | 0.55% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 823 | $950.6K | 0.00% | −1,543−65.2% | Reduced |
| Momentum Wealth Planning, LLC | 841 | $971.4K | 0.88% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 843 | $973.7K | 0.12% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 845 | $977.8K | 0.27% | −42−4.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 853 | $985.2K | 0.87% | +67+8.5% | Added |
| Ritholtz Wealth Management | 860 | $993.3K | 0.02% | −28−3.2% | Reduced |
| Cove Private Wealth, LLC | 884 | $1.02M | 0.23% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 885 | $1.02M | 0.99% | +115+14.9% | Added |
| US Bancorp | 905 | $1.05M | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 922 | $1.06M | 0.06% | +461+100.0% | Added |
| Shrier Wealth Management, LLC | 925 | $1.07M | 0.39% | +29+3.2% | Added |
| Whittier Trust Co | 914 | $1.07M | 0.01% | +426+87.3% | Added |
| LexAurum Advisors, LLC | 949 | $1.10M | 0.14% | +949 | New |
| Paradigm Capital Management, LLC | 951 | $1.10M | 1.01% | −10−1.0% | Reduced |
| Barclays PLC | 975 | $1.13M | 0.00% | +975 | New |
| Marathon Capital Management | 1,014 | $1.17M | 0.26% | −20−1.9% | Reduced |
| Blair William & Co | 1,016 | $1.17M | 0.00% | +31+3.1% | Added |
| Schnieders Capital Management, LLC. | 1,033 | $1.19M | 0.19% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,038 | $1.20M | 0.01% | −17−1.6% | Reduced |
| Camden Asset Management L P | 1,055 | $1.22M | 0.04% | −35,955−97.1% | Reduced |
| Evolve Private Wealth, LLC | 1,074 | $1.24M | 0.07% | +195+22.2% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.47% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,110 | $1.28M | 0.00% | −52−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,134 | $1.33M | 0.03% | +590+108.5% | Added |
| Wittenberg Investment Management, Inc. | 1,158 | $1.34M | 0.50% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,212 | $1.40M | 0.01% | +57+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,222 | $1.41M | 0.01% | +75+6.5% | Added |
| Rockefeller Capital Management L.P. | 1,248 | $1.44M | 0.00% | +7+0.6% | Added |
| SEI Investments Co | 1,267 | $1.46M | 0.00% | +4+0.3% | Added |
| Apella Capital, LLC | 1,231 | $1.48M | 0.02% | +1,231 | New |
| Agf Management Ltd | 1,300 | $1.50M | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 1,326 | $1.53M | 0.19% | −125−8.6% | Reduced |
| Magnus Financial Group LLC | 1,357 | $1.57M | 0.13% | −155−10.3% | Reduced |
| Bowie Capital Management, LLC | 1,400 | $1.62M | 0.08% | +200+16.7% | Added |
| Truist Financial Corp | 1,444 | $1.67M | 0.00% | −2,195−60.3% | Reduced |
| Montag A & Associates Inc | 1,454 | $1.68M | 0.08% | −400−21.6% | Reduced |
| Bryn Mawr Trust Co | 1,494 | $1.73M | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,526 | $1.74M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,558 | $1.80M | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,581 | $1.83M | 0.04% | +1,581 | New |
| McHugh Group, LLC | 1,584 | $1.83M | 1.08% | −25−1.6% | Reduced |
| CIBC Bancorp USA Inc. | – | $2.01M | 0.00% | – | New |
| Advisor Group Holdings, Inc. | 1,801 | $2.08M | 0.00% | −116−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,829 | $2.13M | 0.00% | +501+37.7% | Added |
| JRM Investment Counsel, LLC | 1,850 | $2.14M | 0.57% | 00.0% | Unchanged |
| Summitry LLC | 2,060 | $2.38M | 0.08% | −50−2.4% | Reduced |
| Calamos Advisors LLC | 2,063 | $2.38M | 0.01% | −20−1.0% | Reduced |
| Chilton Investment Co LLC | 2,264 | $2.61M | 0.06% | +140+6.6% | Added |
| Bessemer Group Inc | 2,271 | $2.62M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,291 | $2.65M | 0.05% | −224−8.9% | Reduced |
| Neuberger Berman Group LLC | 2,556 | $2.95M | 0.00% | +95+3.9% | Added |
| Janney Montgomery Scott LLC | 2,567 | $2.96M | 0.01% | +70+2.8% | Added |
| Keystone Financial Group | 2,627 | $3.09M | 0.21% | 00.0% | Unchanged |