Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesWFCWFCNPWFC.PAWFC.PCWFC.PDWFC.PYWFC.PZ

13F holders, Q2 2026

Institutional positions in Wells Fargo & Company as of Jun 30, 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
256
−5 vs. Q1 2026
Shares held
8.26M
+1.14M (+16.1%) vs. Q1 2026
Total value
$2.65B
+$166.4M (+6.7%) vs. Q1 2026
New holders
14
68 more added
Sold out
19
69 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 256 institutions
Q1 2021: 30 institutionsQ2 2021: 27 institutionsQ3 2021: 26 institutionsQ4 2021: 221 institutionsQ1 2022: 210 institutionsQ2 2022: 234 institutionsQ3 2022: 232 institutionsQ4 2022: 242 institutionsQ1 2023: 241 institutionsQ2 2023: 232 institutionsQ3 2023: 236 institutionsQ4 2023: 246 institutionsQ1 2024: 254 institutionsQ2 2024: 253 institutionsQ3 2024: 258 institutionsQ4 2024: 259 institutionsQ1 2025: 267 institutionsQ2 2025: 275 institutionsQ3 2025: 255 institutionsQ4 2025: 268 institutionsQ1 2026: 266 institutionsQ2 2026: 256 institutions
Value heldQ2 2026: $2.65B
Q1 2021: $48.3MQ2 2021: $56.9MQ3 2021: $49.1MQ4 2021: $3.30BQ1 2022: $2.61BQ2 2022: $2.40BQ3 2022: $2.85BQ4 2022: $2.83BQ1 2023: $2.76BQ2 2023: $3.40BQ3 2023: $3.28BQ4 2023: $2.92BQ1 2024: $2.96BQ2 2024: $3.03BQ3 2024: $3.12BQ4 2024: $2.85BQ1 2025: $2.90BQ2 2025: $2.78BQ3 2025: $2.93BQ4 2025: $2.86BQ1 2026: $2.48BQ2 2026: $2.65B
Institutions holding WFC.PL and their total value by quarter
QuarterHoldersValue
Q2 2026256$2.65B
Q1 2026266$2.48B
Q4 2025268$2.86B
Q3 2025255$2.93B
Q2 2025275$2.78B
Q1 2025267$2.90B
Q4 2024259$2.85B
Q3 2024258$3.12B
Q2 2024253$3.03B
Q1 2024254$2.96B
Q4 2023246$2.92B
Q3 2023236$3.28B
Q2 2023232$3.40B
Q1 2023241$2.76B
Q4 2022242$2.83B
Q3 2022232$2.85B
Q2 2022234$2.40B
Q1 2022210$2.61B
Q4 2021221$3.30B
Q3 202126$49.1M
Q2 202127$56.9M
Q1 202130$48.3M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2026.

Institutions holding WFC.PL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC–$30.00%––
Rothschild Investment LLC2$2.31K0.00%00.0%Unchanged
North Star Investment Management Corp.2$2.31K0.00%00.0%Unchanged
Spire Wealth Management2$2.31K0.00%00.0%Unchanged
Mascoma Wealth Management LLC3$3.47K0.00%00.0%Unchanged
American Capital Advisory, LLC3$3.47K0.00%00.0%Unchanged
Global Retirement Partners, LLC3$3.47K0.00%+3New
EverSource Wealth Advisors, LLC5$5.79K0.00%00.0%Unchanged
Center for Financial Planning, Inc.5$5.79K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC5$5.79K0.00%00.0%Unchanged
Citigroup Inc6$6.94K0.00%−12−66.7%Reduced
GHP Investment Advisors, Inc.6$6.94K0.00%00.0%Unchanged
Family Management Corp6$6.94K0.00%00.0%Unchanged
Activest Wealth Management7$8.10K0.00%00.0%Unchanged
Action Point Financial Planning, LLC10$10.4K0.00%+10New
Triumph Capital Management9$11.0K0.00%+9New
Glenmede Trust Co NA10$11.6K0.00%00.0%Unchanged
Howe & Rusling Inc10$11.6K0.00%00.0%Unchanged
Parallel Advisors, LLC10$11.6K0.00%00.0%Unchanged
Abound Financial, LLC10$11.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC11$13.2K0.00%00.0%Unchanged
GGM Financials LLC12$13.9K0.01%00.0%Unchanged
Noble Wealth Management PBC13$14.7K0.01%+1+8.3%Added
Entrust Financial LLC13$15.0K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.14$16.2K0.00%00.0%Unchanged
IFP Advisors, Inc15$17.4K0.00%−23−60.5%Reduced
Mather Group, LLC.16$18.5K0.00%00.0%Unchanged
AE Wealth Management LLC16$18.5K0.00%+4+33.3%Added
GWM Advisors LLC17$19.7K0.00%00.0%Unchanged
Capital Investment Advisory Services, LLC20$23.1K0.00%00.0%Unchanged
Prosperity Bancshares Inc24$27.8K0.02%00.0%Unchanged
Beacon Investment Advisory Services, Inc.25$28.9K0.00%−17−40.5%Reduced
Albion Financial Group25$28.9K0.00%00.0%Unchanged
Grove Bank & Trust25$28.9K0.00%00.0%Unchanged
NBC Securities, Inc.28$32.4K0.00%+28New
Union Savings Bank32$37.0K0.01%00.0%Unchanged
Colonial Trust Advisors33$38.2K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.37$42.8K0.00%00.0%Unchanged
Quent Capital, LLC40$46.3K0.00%00.0%Unchanged
Beacon Financial Strategies CORP40$46.3K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co40$46.3K0.00%+17+73.9%Added
Logan Capital Management Inc44$50.9K0.00%+44New
Caldwell Trust Co45$52.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.58$67.1K0.00%00.0%Unchanged
Angeles Wealth Management, LLC60$69.4K0.00%00.0%Unchanged
Anchor Bay Capital, Inc.65$76.2K0.04%+65New
Virtus ETF Advisers LLC–$76.4K0.03%––
Ulland Investment Advisors, LLC72$83.0K0.06%−30−29.4%Reduced
Huntington National Bank74$85.6K0.00%00.0%Unchanged
Golden State Wealth Management, LLC91$105.3K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec93$107.6K0.00%00.0%Unchanged
Powell Investment Advisors, LLC100$115.7K0.04%00.0%Unchanged
Ashton Thomas Private Wealth, LLC118$136.5K0.00%00.0%Unchanged
Hamilton Point Investment Advisors, LLC135$156.2K0.02%00.0%Unchanged
Brown Brothers Harriman & Co150$173.6K0.00%00.0%Unchanged
Millennium Management LLC156,000$181.7K0.00%+156,000New
AlphaCore Capital LLC159$184.0K0.00%+12+8.2%Added
Global Trust Asset Management, LLC190$219.8K0.07%00.0%Unchanged
RSM US Wealth Management LLC194$224.9K0.00%+1+0.5%Added
Sax Wealth Advisors, LLC195$225.2K0.01%−32−14.1%Reduced
HB Wealth Management, LLC209$241.8K0.00%+3+1.5%Added
Bank of Montreal209$242.1K0.00%+27+14.8%Added
The PNC Financial Services Group, Inc.214$247.6K0.00%−4−1.8%Reduced
IFG Advisory, LLC218$252.4K0.01%+218New
Private Trust Co NA218$252.6K0.02%00.0%Unchanged
Inkwell Capital LLC219$253.4K0.26%+32+17.1%Added
Steward Partners Investment Advisory, LLC223$258.0K0.00%+11+5.2%Added
First County Bank225$260.3K0.12%00.0%Unchanged
Oberweis Asset Management Inc225$260.3K0.01%00.0%Unchanged
Michael B. Yongue233$269.6K0.19%−21−8.3%Reduced
Vestmark Advisory Solutions, Inc.234$270.7K0.00%−84−26.4%Reduced
Crew Capital Management, Ltd.235$271.9K0.15%00.0%Unchanged
WFA of San Diego, LLC232$272.1K0.22%−35−13.1%Reduced
PFG Investments, LLC250$289.3K0.01%00.0%Unchanged
Evanson Financial, LLC250$289.3K0.01%+250New
NewEdge Wealth, LLC259$299.7K0.00%−84−24.5%Reduced
Belpointe Asset Management LLC262$304.2K0.01%+5+1.9%Added
Smith, Moore & Co.265$306.6K0.02%00.0%Unchanged
SCS Capital Management LLC265$306.6K0.00%00.0%Unchanged
Virtus Fixed Income Advisers, LLC–$314.7K0.20%–New
Oxbow Advisors, LLC272$314.7K0.03%−85−23.8%Reduced
Bearing Point Capital, LLC273$315.9K0.04%−225−45.2%Reduced
Gabelli & Co Investment Advisers, Inc.275$318.2K0.05%00.0%Unchanged
Kovack Advisors, Inc.276$321.3K0.02%−15−5.2%Reduced
Newman Dignan & Sheerar, Inc.280$324.2K0.06%−17−5.7%Reduced
Independent Advisor Alliance288$332.9K0.01%+1+0.3%Added
Woodard & Co Asset Management Group Inc290$335.5K0.05%+105+56.8%Added
Thrive Wealth Management, LLC299$345.9K0.04%00.0%Unchanged
UBS Asset Management Americas Inc300$347.1K0.00%00.0%Unchanged
MONECO Advisors, LLC305$352.9K0.02%+305New
RDA Financial Network306$354.0K0.08%+19+6.6%Added
Captrust Financial Advisors308$356.6K0.00%−138−30.9%Reduced
Dorsey & Whitney Trust CO LLC314$363.3K0.02%00.0%Unchanged
Fifth Third Bancorp340$392.7K0.00%−55−13.9%Reduced
Ieq Capital, LLC350$404.9K0.00%00.0%Unchanged
Cresset Asset Management, LLC353$408.4K0.00%+1+0.3%Added
Aull & Monroe Investment Management Corp354$409.6K0.17%+17+5.0%Added
F/M Investments LLC362$419.3K0.02%00.0%Unchanged
Black Swift Group, LLC370$428.1K0.06%00.0%Unchanged
Virtue Asset Management LLC388$448.9K0.32%+21+5.7%Added