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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 397 | $459.0K | 0.01% | +74+22.9% | Added |
| WoodTrust Financial Corp | 400 | $463.0K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 414 | $479.0K | 0.00% | +2+0.5% | Added |
| Pekin Hardy Strauss, Inc. | 429 | $496.4K | 0.04% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $513.7K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 445 | $514.9K | 0.00% | +124+38.6% | Added |
| Ingalls & Snyder LLC | 456 | $528.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 461 | $533.4K | 0.05% | −461−50.0% | Reduced |
| Ameriprise Financial Inc | 465 | $538.0K | 0.00% | −9−1.9% | Reduced |
| Chilton Capital Management LLC | 486 | $562.3K | 0.02% | −85−14.9% | Reduced |
| Chicago Partners Investment Group LLC | 481 | $564.7K | 0.01% | −40−7.7% | Reduced |
| Pathway Financial Advisers, LLC | 505 | $584.7K | 0.15% | 00.0% | Unchanged |
| Apollon Financial, LLC | 507 | $587.1K | 0.07% | −81−13.8% | Reduced |
| Creative Planning | 531 | $613.9K | 0.00% | +147+38.3% | Added |
| Sjbenen Advisory, LLC | 532 | $618.6K | 0.37% | +532 | New |
| Venator Management LLC | 550 | $636.4K | 0.14% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 550 | $636.4K | 0.39% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 551 | $637.7K | 0.16% | +9+1.7% | Added |
| Stratos Wealth Advisors, LLC | 571 | $661.0K | 0.04% | +21+3.8% | Added |
| Cetera Investment Advisers | 575 | $665.7K | 0.00% | −97−14.4% | Reduced |
| International Assets Investment Management, LLC | 579 | $674.0K | 0.04% | −145−20.0% | Reduced |
| Islay Capital Management, LLC | 595 | $688.4K | 0.32% | 00.0% | Unchanged |
| Ewa, LLC | 601 | $695.4K | 0.13% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 615 | $711.6K | 3.79% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 621 | $718.5K | 0.18% | −24−3.7% | Reduced |
| Marex Group plc | 621 | $718.5K | 0.01% | +359+137.0% | Added |
| Van Hulzen Asset Management, LLC | 642 | $743.2K | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $752.0K | 0.00% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 658 | $761.3K | 0.18% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 674 | $779.8K | 0.55% | −57−7.8% | Reduced |
| Allworth Financial LP | 699 | $809.1K | 0.00% | −30−4.1% | Reduced |
| Founders Capital Management, LLC | 741 | $857.3K | 0.13% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 745 | $860.5K | 0.00% | +9+1.2% | Added |
| Jones Financial Companies LLLP | 777 | $902.2K | 0.00% | +179+29.9% | Added |
| Central Pacific Bank - Trust Division | 783 | $905.9K | 0.09% | −60−7.1% | Reduced |
| IMA Wealth, Inc. | 791 | $915.6K | 0.06% | +706+830.6% | Added |
| First Foundation Advisors | 795 | $919.8K | 0.03% | 00.0% | Unchanged |
| Income Research & Management | 803 | $929.0K | 0.50% | 00.0% | Unchanged |
| JT Stratford LLC | 830 | $960.3K | 0.11% | −496−37.4% | Reduced |
| Momentum Wealth Planning, LLC | 841 | $973.0K | 0.73% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 845 | $977.6K | 0.21% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 860 | $995.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 868 | $1.00M | 0.80% | +15+1.8% | Added |
| Cove Private Wealth, LLC | 888 | $1.03M | 0.20% | +4+0.5% | Added |
| US Bancorp | 905 | $1.05M | 0.00% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 932 | $1.08M | 0.36% | +7+0.8% | Added |
| LexAurum Advisors, LLC | 935 | $1.08M | 0.12% | −14−1.5% | Reduced |
| Paradigm Capital Management, LLC | 951 | $1.10M | 0.95% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 955 | $1.10M | 0.90% | +70+7.9% | Added |
| Blair William & Co | 1,006 | $1.16M | 0.00% | −10−1.0% | Reduced |
| Marathon Capital Management | 1,014 | $1.17M | 0.24% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 1,033 | $1.20M | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,042 | $1.21M | 0.01% | +4+0.4% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.41% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,111 | $1.29M | 0.00% | +1+0.1% | Added |
| Magnus Financial Group LLC | 1,142 | $1.32M | 0.09% | −215−15.8% | Reduced |
| Wittenberg Investment Management, Inc. | 1,158 | $1.34M | 0.46% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,165 | $1.35M | 0.01% | −57−4.7% | Reduced |
| Sanctuary Advisors, LLC | 1,191 | $1.38M | 0.01% | −21−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,238 | $1.43M | 0.00% | −10−0.8% | Reduced |
| Apella Capital, LLC | 1,219 | $1.43M | 0.02% | −12−1.0% | Reduced |
| Whittier Trust Co | 1,236 | $1.45M | 0.01% | +322+35.2% | Added |
| SEI Investments Co | 1,254 | $1.45M | 0.00% | −13−1.0% | Reduced |
| Truist Financial Corp | 1,283 | $1.48M | 0.00% | −161−11.1% | Reduced |
| Agf Management Ltd | 1,300 | $1.50M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,298 | $1.53M | 0.03% | +164+14.5% | Added |
| Bowie Capital Management, LLC | 1,400 | $1.62M | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,404 | $1.62M | 0.07% | −50−3.4% | Reduced |
| Spears Abacus Advisors LLC | 1,462 | $1.69M | 0.03% | −119−7.5% | Reduced |
| Bryn Mawr Trust Co | 1,494 | $1.73M | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 1,524 | $1.76M | 0.00% | −34−2.2% | Reduced |
| Schroder Investment Management Group | 1,526 | $1.77M | 0.00% | 00.0% | Unchanged |
| McHugh Group, LLC | 1,584 | $1.83M | 0.94% | 00.0% | Unchanged |
| Everett Harris & Co | 1,585 | $1.83M | 0.02% | +1,585 | New |
| CIBC Bancorp USA Inc. | – | $2.01M | 0.00% | – | – |
| JRM Investment Counsel, LLC | 1,881 | $2.18M | 0.53% | +31+1.7% | Added |
| Summitry LLC | 2,053 | $2.38M | 0.08% | −7−0.3% | Reduced |
| Calamos Advisors LLC | 2,063 | $2.39M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,071 | $2.40M | 0.00% | +270+15.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,066 | $2.43M | 0.00% | +237+13.0% | Added |
| CI Private Wealth, LLC | 2,265 | $2.62M | 0.00% | +1,442+175.2% | Added |
| Bessemer Group Inc | 2,271 | $2.63M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,331 | $2.70M | 0.04% | +40+1.7% | Added |
| HRT Financial LP | 2,339 | $2.71M | 0.00% | +1,706+269.5% | Added |
| Chilton Investment Co LLC | 2,379 | $2.75M | 0.07% | +115+5.1% | Added |
| Janney Montgomery Scott LLC | 2,485 | $2.88M | 0.01% | −82−3.2% | Reduced |
| Keystone Financial Group | 2,627 | $3.04M | 0.18% | 00.0% | Unchanged |
| AEGON USA Investment Management, LLC | – | $3.33M | 2.39% | – | – |
| Edgemoor Investment Advisors, Inc. | 2,901 | $3.36M | 0.23% | −36−1.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,913 | $3.37M | 0.14% | +5+0.2% | Added |
| Norris Perne & French LLP | 3,073 | $3.56M | 0.15% | −447−12.7% | Reduced |
| Envestnet Asset Management Inc | 3,203 | $3.71M | 0.00% | +190+6.3% | Added |
| Farther Finance Advisors, LLC | 3,262 | $3.78M | 0.03% | −123−3.6% | Reduced |
| Goldman Sachs Group Inc | 3,324 | $3.85M | 0.00% | −230−6.5% | Reduced |
| Neuberger Berman Group LLC | 3,366 | $3.89M | 0.00% | +810+31.7% | Added |
| Spectrum Asset Management, Inc. | 3,437 | $3.98M | 5.71% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,450 | $3.99M | 0.01% | −58−1.7% | Reduced |
| LM Advisors LLC | 3,458 | $4.00M | 0.46% | −536−13.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,617 | $4.18M | 0.01% | +14+0.4% | Added |
| Seven Springs Wealth Group, LLC | 3,628 | $4.20M | 0.92% | +279+8.3% | Added |