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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 193 | $222.9K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 190 | $219.4K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 188 | $217.1K | 0.00% | 00.0% | Unchanged |
| Inkwell Capital LLC | 187 | $216.0K | 0.22% | −8−4.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 185 | $213.7K | 0.03% | +20+12.1% | Added |
| Bank of Montreal | 182 | $210.5K | 0.00% | −23−11.2% | Reduced |
| Mercer Global Advisors Inc | 181 | $209.3K | 0.00% | +181 | New |
| Brown Brothers Harriman & Co | 150 | $173.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 147 | $169.8K | 0.00% | −34−18.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 135 | $155.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 122 | $140.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 118 | $136.3K | 0.00% | +118 | New |
| Ulland Investment Advisors, LLC | 102 | $118.0K | 0.10% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $115.5K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 93 | $107.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 91 | $105.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $98.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 74 | $85.6K | 0.00% | +16+27.6% | Added |
| Virtus ETF Advisers LLC | – | $76.4K | 0.04% | – | – |
| Angeles Wealth Management, LLC | 60 | $69.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $67.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 45 | $52.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 42 | $47.9K | 0.00% | +42 | New |
| Quent Capital, LLC | 40 | $46.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 40 | $46.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $43.9K | 0.00% | −40−51.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 37 | $42.7K | 0.01% | +3+8.8% | Added |
| Colonial Trust Advisors | 33 | $38.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 32 | $37.1K | 0.00% | +32 | New |
| Union Savings Bank | 32 | $37.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $31.2K | 0.00% | +27 | New |
| 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 |
| Prosperity Bancshares Inc | 24 | $27.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $26.6K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20 | $23.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18 | $20.8K | 0.00% | +10+125.0% | Added |
| GWM Advisors LLC | 17 | $19.6K | 0.00% | −73−81.1% | Reduced |
| Mather Group, LLC. | 16 | $18.5K | 0.00% | +16 | New |
| Keating Financial Advisory Services, Inc. | 14 | $16.2K | 0.00% | +14 | New |
| Entrust Financial LLC | 13 | $15.0K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 12 | $14.4K | 0.01% | +12 | New |
| AE Wealth Management LLC | 12 | $13.9K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 12 | $13.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $13.0K | 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 |
| Rossby Financial, LCC | 8 | $9.26K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.09K | 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 |
| 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 |
| 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 |
| LM Advisors LLC | 3,994 | $3.46K | 0.07% | −221−5.2% | Reduced |
| 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 |
| Lazard Asset Management LLC | – | $3 | 0.00% | – | – |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −1,907−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Sjbenen Advisory, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Bowman & Co S.C. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |