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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 1,038 | $1.20M | 0.01% | −17−1.6% | Reduced |
| Schnieders Capital Management, LLC. | 1,033 | $1.19M | 0.19% | 00.0% | Unchanged |
| Blair William & Co | 1,016 | $1.17M | 0.00% | +31+3.1% | Added |
| Marathon Capital Management | 1,014 | $1.17M | 0.26% | −20−1.9% | Reduced |
| Barclays PLC | 975 | $1.13M | 0.00% | +975 | New |
| Paradigm Capital Management, LLC | 951 | $1.10M | 1.01% | −10−1.0% | Reduced |
| LexAurum Advisors, LLC | 949 | $1.10M | 0.14% | +949 | New |
| Whittier Trust Co | 914 | $1.07M | 0.01% | +426+87.3% | Added |
| Shrier Wealth Management, LLC | 925 | $1.07M | 0.39% | +29+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 922 | $1.06M | 0.06% | +461+100.0% | Added |
| US Bancorp | 905 | $1.05M | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 885 | $1.02M | 0.99% | +115+14.9% | Added |
| Cove Private Wealth, LLC | 884 | $1.02M | 0.23% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 860 | $993.3K | 0.02% | −28−3.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 853 | $985.2K | 0.87% | +67+8.5% | Added |
| Kelly Lawrence W & Associates Inc | 845 | $977.8K | 0.27% | −42−4.7% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $973.7K | 0.12% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 841 | $971.4K | 0.88% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 823 | $950.6K | 0.00% | −1,543−65.2% | Reduced |
| Income Research & Management | 803 | $929.2K | 0.55% | 00.0% | Unchanged |
| First Foundation Advisors | 795 | $918.2K | 0.04% | +22+2.8% | Added |
| Founders Capital Management, LLC | 741 | $855.9K | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 736 | $850.1K | 0.00% | −10−1.3% | Reduced |
| Seelaus Asset Management LLC | 731 | $844.3K | 0.61% | 00.0% | Unchanged |
| Allworth Financial LP | 729 | $842.3K | 0.00% | +396+118.9% | Added |
| International Assets Investment Management, LLC | 724 | $838.4K | 0.06% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 720 | $832.1K | 0.48% | +10+1.4% | Added |
| Cetera Investment Advisers | 672 | $776.2K | 0.00% | −51−7.1% | Reduced |
| BOS Asset Management, LLC | 658 | $760.0K | 0.19% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $750.8K | 0.00% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $745.0K | 0.21% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 642 | $741.5K | 0.06% | −2−0.3% | Reduced |
| HRT Financial LP | 633 | $731.0K | 0.00% | −42−6.2% | Reduced |
| Benson Investment Management Company, Inc. | 615 | $710.3K | 6.31% | −345−35.9% | Reduced |
| Ewa, LLC | 601 | $694.2K | 0.16% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 595 | $687.2K | 0.35% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 598 | $681.7K | 0.00% | +149+33.2% | Added |
| Apollon Financial, LLC | 588 | $679.6K | 0.09% | −89−13.1% | Reduced |
| Chilton Capital Management LLC | 571 | $659.5K | 0.02% | −5−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 550 | $635.6K | 0.04% | −14−2.5% | Reduced |
| Venator Management LLC | 550 | $635.3K | 0.15% | +100+22.2% | Added |
| Chicago Partners Investment Group LLC | 521 | $628.9K | 0.01% | −109−17.3% | Reduced |
| Ares Systematic Credit Ltd | 550 | $628.6K | 0.50% | +550 | New |
| CWM, LLC | 544 | $628.4K | 0.00% | −2−0.4% | Reduced |
| Independent Wealth Network Inc. | 542 | $626.5K | 0.19% | +7+1.3% | Added |
| Pathway Financial Advisers, LLC | 505 | $583.7K | 0.17% | −3−0.6% | Reduced |
| Bearing Point Capital, LLC | 498 | $575.2K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 475 | $548.6K | 0.01% | −1,143−70.6% | Reduced |
| Ameriprise Financial Inc | 474 | $547.5K | 0.00% | −147−23.7% | Reduced |
| Searle & Co. | 469 | $541.7K | 0.14% | +469 | New |
| Ingalls & Snyder LLC | 456 | $527.0K | 0.02% | −3−0.7% | Reduced |
| Zazove Associates LLC | 440 | $521.8K | 0.02% | +220+100.0% | Added |
| Captrust Financial Advisors | 446 | $515.3K | 0.00% | −41−8.4% | Reduced |
| Marathon Trading Investment Management LLC | 444 | $512.8K | 0.15% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 429 | $495.5K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 412 | $475.8K | 0.00% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 400 | $462.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 395 | $455.9K | 0.00% | +335+558.3% | Added |
| Creative Planning | 384 | $443.5K | 0.00% | +9+2.4% | Added |
| Black Swift Group, LLC | 370 | $427.4K | 0.07% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 367 | $423.9K | 0.34% | 00.0% | Unchanged |
| F/M Investments LLC | 362 | $414.8K | 0.03% | −18−4.7% | Reduced |
| Oxbow Advisors, LLC | 357 | $412.3K | 0.04% | −7−1.9% | Reduced |
| Cresset Asset Management, LLC | 352 | $406.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 350 | $404.3K | 0.00% | +73+26.4% | Added |
| NewEdge Wealth, LLC | 343 | $396.2K | 0.00% | −222−39.3% | Reduced |
| Aull & Monroe Investment Management Corp | 337 | $389.2K | 0.18% | +34+11.2% | Added |
| Wedbush Securities Inc | 323 | $373.0K | 0.01% | −149−31.6% | Reduced |
| Brown Advisory Inc | 321 | $370.8K | 0.00% | +36+12.6% | Added |
| Vestmark Advisory Solutions, Inc. | 318 | $367.3K | 0.00% | −222−41.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 314 | $362.7K | 0.02% | −12−3.7% | Reduced |
| Westshore Wealth, LLC | 306 | $353.4K | 0.12% | −11−3.5% | Reduced |
| UBS Asset Management Americas Inc | 300 | $346.5K | 0.00% | +300 | New |
| Thrive Wealth Management, LLC | 299 | $345.3K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 297 | $343.3K | 0.07% | +3+1.0% | Added |
| Kovack Advisors, Inc. | 291 | $337.0K | 0.02% | −17−5.5% | Reduced |
| Independent Advisor Alliance | 287 | $331.8K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 287 | $331.5K | 0.08% | +67+30.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 275 | $317.6K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 270 | $311.9K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 267 | $308.4K | 0.25% | −8−2.9% | Reduced |
| 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 |
| Marex Group plc | 262 | $302.6K | 0.00% | +262 | New |
| Belpointe Asset Management LLC | 257 | $297.0K | 0.01% | +24+10.3% | Added |
| Michael B. Yongue | 254 | $293.4K | 0.21% | +25+10.9% | Added |
| Evanson Asset Management, LLC | 250 | $288.8K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 250 | $288.8K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 245 | $283.0K | 0.01% | +10+4.3% | Added |
| Sax Wealth Advisors, LLC | 227 | $275.1K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 235 | $271.4K | 0.18% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 227 | $262.1K | 0.00% | −6−2.6% | Reduced |
| First County Bank | 225 | $260.4K | 0.14% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 225 | $259.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $252.1K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 218 | $251.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 212 | $244.9K | 0.00% | +5+2.4% | Added |
| HB Wealth Management, LLC | 206 | $237.9K | 0.00% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 201 | $232.1K | 0.10% | +3+1.5% | Added |
| Ground Swell Capital, LLC | 193 | $222.9K | 0.44% | +193 | New |