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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 1,142 | $1.32M | 0.09% | −215−15.8% | Reduced |
| Cerity Partners LLC | 1,111 | $1.29M | 0.00% | +1+0.1% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.41% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,042 | $1.21M | 0.01% | +4+0.4% | Added |
| Schnieders Capital Management, LLC. | 1,033 | $1.20M | 0.16% | 00.0% | Unchanged |
| Marathon Capital Management | 1,014 | $1.17M | 0.24% | 00.0% | Unchanged |
| Blair William & Co | 1,006 | $1.16M | 0.00% | −10−1.0% | Reduced |
| High Point Wealth Management, LLC | 955 | $1.10M | 0.90% | +70+7.9% | Added |
| Paradigm Capital Management, LLC | 951 | $1.10M | 0.95% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 935 | $1.08M | 0.12% | −14−1.5% | Reduced |
| Shrier Wealth Management, LLC | 932 | $1.08M | 0.36% | +7+0.8% | Added |
| US Bancorp | 905 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 888 | $1.03M | 0.20% | +4+0.5% | Added |
| MeadowBrook Investment Advisors LLC | 868 | $1.00M | 0.80% | +15+1.8% | Added |
| Ritholtz Wealth Management | 860 | $995.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 845 | $977.6K | 0.21% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 841 | $973.0K | 0.73% | 00.0% | Unchanged |
| JT Stratford LLC | 830 | $960.3K | 0.11% | −496−37.4% | Reduced |
| Income Research & Management | 803 | $929.0K | 0.50% | 00.0% | Unchanged |
| First Foundation Advisors | 795 | $919.8K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 791 | $915.6K | 0.06% | +706+830.6% | Added |
| Central Pacific Bank - Trust Division | 783 | $905.9K | 0.09% | −60−7.1% | Reduced |
| Jones Financial Companies LLLP | 777 | $902.2K | 0.00% | +179+29.9% | Added |
| JPMorgan Chase & Co | 745 | $860.5K | 0.00% | +9+1.2% | Added |
| Founders Capital Management, LLC | 741 | $857.3K | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 699 | $809.1K | 0.00% | −30−4.1% | Reduced |
| Seelaus Asset Management LLC | 674 | $779.8K | 0.55% | −57−7.8% | Reduced |
| BOS Asset Management, LLC | 658 | $761.3K | 0.18% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $752.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 642 | $743.2K | 0.05% | 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 |
| Benson Investment Management Company, Inc. | 615 | $711.6K | 3.79% | 00.0% | Unchanged |
| Ewa, LLC | 601 | $695.4K | 0.13% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 595 | $688.4K | 0.32% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 579 | $674.0K | 0.04% | −145−20.0% | Reduced |
| Cetera Investment Advisers | 575 | $665.7K | 0.00% | −97−14.4% | Reduced |
| Stratos Wealth Advisors, LLC | 571 | $661.0K | 0.04% | +21+3.8% | Added |
| Independent Wealth Network Inc. | 551 | $637.7K | 0.16% | +9+1.7% | Added |
| Venator Management LLC | 550 | $636.4K | 0.14% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 550 | $636.4K | 0.39% | 00.0% | Unchanged |
| Sjbenen Advisory, LLC | 532 | $618.6K | 0.37% | +532 | New |
| Creative Planning | 531 | $613.9K | 0.00% | +147+38.3% | Added |
| Apollon Financial, LLC | 507 | $587.1K | 0.07% | −81−13.8% | Reduced |
| Pathway Financial Advisers, LLC | 505 | $584.7K | 0.15% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 481 | $564.7K | 0.01% | −40−7.7% | Reduced |
| Chilton Capital Management LLC | 486 | $562.3K | 0.02% | −85−14.9% | Reduced |
| Ameriprise Financial Inc | 465 | $538.0K | 0.00% | −9−1.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 461 | $533.4K | 0.05% | −461−50.0% | Reduced |
| Ingalls & Snyder LLC | 456 | $528.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 445 | $514.9K | 0.00% | +124+38.6% | Added |
| Marathon Trading Investment Management LLC | 444 | $513.7K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 429 | $496.4K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 414 | $479.0K | 0.00% | +2+0.5% | Added |
| WoodTrust Financial Corp | 400 | $463.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 397 | $459.0K | 0.01% | +74+22.9% | Added |
| Virtue Asset Management LLC | 388 | $448.9K | 0.32% | +21+5.7% | Added |
| Black Swift Group, LLC | 370 | $428.1K | 0.06% | 00.0% | Unchanged |
| F/M Investments LLC | 362 | $419.3K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 354 | $409.6K | 0.17% | +17+5.0% | Added |
| Cresset Asset Management, LLC | 353 | $408.4K | 0.00% | +1+0.3% | Added |
| Ieq Capital, LLC | 350 | $404.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 340 | $392.7K | 0.00% | −55−13.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 314 | $363.3K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 308 | $356.6K | 0.00% | −138−30.9% | Reduced |
| RDA Financial Network | 306 | $354.0K | 0.08% | +19+6.6% | Added |
| MONECO Advisors, LLC | 305 | $352.9K | 0.02% | +305 | New |
| UBS Asset Management Americas Inc | 300 | $347.1K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 299 | $345.9K | 0.04% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 290 | $335.5K | 0.05% | +105+56.8% | Added |
| Independent Advisor Alliance | 288 | $332.9K | 0.01% | +1+0.3% | Added |
| Newman Dignan & Sheerar, Inc. | 280 | $324.2K | 0.06% | −17−5.7% | Reduced |
| Kovack Advisors, Inc. | 276 | $321.3K | 0.02% | −15−5.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 275 | $318.2K | 0.05% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 273 | $315.9K | 0.04% | −225−45.2% | Reduced |
| Oxbow Advisors, LLC | 272 | $314.7K | 0.03% | −85−23.8% | Reduced |
| Virtus Fixed Income Advisers, LLC | – | $314.7K | 0.20% | – | New |
| Smith, Moore & Co. | 265 | $306.6K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 265 | $306.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 262 | $304.2K | 0.01% | +5+1.9% | Added |
| NewEdge Wealth, LLC | 259 | $299.7K | 0.00% | −84−24.5% | Reduced |
| PFG Investments, LLC | 250 | $289.3K | 0.01% | 00.0% | Unchanged |
| Evanson Financial, LLC | 250 | $289.3K | 0.01% | +250 | New |
| WFA of San Diego, LLC | 232 | $272.1K | 0.22% | −35−13.1% | Reduced |
| Crew Capital Management, Ltd. | 235 | $271.9K | 0.15% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 234 | $270.7K | 0.00% | −84−26.4% | Reduced |
| Michael B. Yongue | 233 | $269.6K | 0.19% | −21−8.3% | Reduced |
| Oberweis Asset Management Inc | 225 | $260.3K | 0.01% | 00.0% | Unchanged |
| First County Bank | 225 | $260.3K | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 223 | $258.0K | 0.00% | +11+5.2% | Added |
| Inkwell Capital LLC | 219 | $253.4K | 0.26% | +32+17.1% | Added |
| Private Trust Co NA | 218 | $252.6K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 218 | $252.4K | 0.01% | +218 | New |
| The PNC Financial Services Group, Inc. | 214 | $247.6K | 0.00% | −4−1.8% | Reduced |
| Bank of Montreal | 209 | $242.1K | 0.00% | +27+14.8% | Added |
| HB Wealth Management, LLC | 209 | $241.8K | 0.00% | +3+1.5% | Added |
| Sax Wealth Advisors, LLC | 195 | $225.2K | 0.01% | −32−14.1% | Reduced |
| RSM US Wealth Management LLC | 194 | $224.9K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 190 | $219.8K | 0.07% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 159 | $184.0K | 0.00% | +12+8.2% | Added |