Wells Fargo & Company

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 2,826 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• The 13F exclusion, read this first. Wells Fargo & Company files a large Form 13F: the information table for the quarter ended 30 June 2026, filed 14 August 2026 (accession 0000072971-26-000304), contains 18,984 rows (https://www.sec.gov/Archives/edgar/data/72971/000007297126000304/13F_6_2026.xml). This is overwhelmingly client, custody and asset-management inventory run by Wells Fargo Clearing Services and Wells Fargo Asset Management, not Wells Fargo's own balance sheet. Consistent with the brief's exclusion of client assets and the precedent set for JPMorgan (34,064 rows), Bank of America (18,318 rows) and Goldman Sachs (14,070 rows), none of it is converted into holdings here.
• Holdings search, conducted in full text against the Q2 2026 10-Q (period ended 30 June 2026, filed 28 July 2026) and the FY2025 10-K (period ended 31 December 2025, filed 24 February 2026), for the terms named in the brief plus 'venture capital', 'minority stake/investment', 'strategic investment', 'Visa', 'Early Warning Services', 'The Clearing House' and 'Zelle'. No named-investee equity stake was found; the empty holdings list is the sourced result, not a gap.
• Equity securities accounted for under the measurement alternative totalled $10.1 billion at 30 June 2026 ($9.8 billion at 31 December 2025), described in the 10-Q as 'predominantly securities associated with our venture capital investments'. This is a single combined balance across many investees with no individual counterparty named or sized, so per the brief's explicit warning it is not assigned to any one investee. It is recorded here rather than as a holding.
• Affordable housing investments were $11.2 billion at 30 June 2026 ($11.6 billion at 31 December 2025) and renewable energy investments were $10.3 billion at 30 June 2026 (net of $1.6 billion of deferred investment tax credits; $9.6 billion at 31 December 2025). These are low-income-housing and renewable-energy tax credit vehicles generating federal tax credits, structured tax-equity vehicles rather than strategic stakes in named operating companies. Excluding them from holdings was a deliberate decision per the brief's own guidance on this point, not an oversight.
• Federal Reserve Bank stock ($3.5 billion at both period ends) and Federal Home Loan Bank stock ($1.0 billion at 30 June 2026, $762 million at 31 December 2025) are required regulatory membership holdings, not strategic equity stakes, and are excluded.
• Wells Fargo previously sold its Visa Inc. Class B common stock. Both the 10-Q and 10-K mention only 'other derivative instruments related to our previous sales of shares of Visa Inc. Class B common stock' (in the context of derivative gains and losses), with no balance-sheet share position. This differs from JPMorgan, which still holds Visa Class B-3 and Class C shares acquired through the 2026 exchange offer. No current Visa holding is recorded for Wells Fargo.
• Berkshire Hathaway finding. Checked Berkshire Hathaway's own most recent Form 13F-HR (CIK 0001067983, quarter ended 30 June 2026, filed 14 August 2026, accession 0001193125-26-352200, 89 information table rows) for any row whose issuer name contains the fragment 'WELLS': zero matches. Berkshire Hathaway, once Wells Fargo's largest shareholder for many years, holds no Wells Fargo position as of 30 June 2026 and does not appear in the register.
• Register percentages use 3,023,999,336 common shares outstanding as of 17 July 2026, from the Q2 2026 10-Q cover page. Institutional rows are each filer's own Form 13F-HR information table for Wells Fargo common stock (CUSIP 949746101) only; lines carrying the different CUSIP 949746804 (Wells Fargo 7.50% Non-Cumulative Perpetual Convertible Class A Preferred Stock, Series L) that several of these same filers also hold were excluded and not summed into the common-stock share counts or values. One Goldman Sachs information table row was labelled title-of-class 'CMN' but carried CUSIP 949746804 (the preferred CUSIP); treated as preferred and excluded as a data-quality irregularity in Goldman's own filing rather than Wells Fargo common stock.
• Several filers' Form 13F information tables report Wells Fargo across more than 12 lines (BlackRock 28, Morgan Stanley 27, JPMorgan 23); the project's filing.py 13f helper only prints the first 12 for inspection but sums all matching lines. To correctly separate common stock from preferred stock across the full line set for these three filers, a small script parsing the XML directly (grouping by CUSIP) was used instead of relying on the truncated printout.
• Vanguard reconciliation. Vanguard Group's most recent Form 13F-HR under CIK 0000102909 is for the quarter ended 31 December 2025 (296,419,877 shares, $27.6 billion). For the quarters ended 31 March 2026 and 30 June 2026, Vanguard filed Form 13F-NT (notice) rather than 13F-HR under this CIK, meaning its holdings for those quarters are reported by other Vanguard reporting entities that were not individually chased down given the time budget (the same pattern documented for Broadcom). The register therefore carries a 31 December 2025 Vanguard figure alongside mostly 30 June 2026 rows for other holders.
• Proxy 5 percent table is stale relative to the register. The 18 March 2026 DEF 14A 'Principal Shareholders' table lists The Vanguard Group at 321,717,682 shares (10.43 percent), BlackRock at 265,745,467 shares (8.61 percent) and FMR LLC at 197,480,075 shares (6.40 percent), all sourced to Schedule 13G/A filings reporting beneficial ownership as of 29 or 31 December 2023, more than two years old. The register instead uses each manager's own, much more recent, Form 13F-HR figures. Recorded here as a disagreement rather than resolved by overwriting either source.
• Wells Fargo has a single class of common stock (plus several series of non-voting preferred stock) and no dual-class or founder-control structure. The proxy states that none of the directors, director nominees, NEOs or executive officers, individually or as a group, beneficially own more than 1 percent of outstanding common stock.
• Market capitalisation of $268.59 billion is the figure published on the source page as of 14 August 2026, precise to the two decimal places shown there.