Wells Fargo & Company
WFC- 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; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.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
- 2,882
- +92 vs. Q1 2026
- Shares held
- 2.34B
- +23.2M (+1.0%) vs. Q1 2026
- Total value
- $193.1B
- +$9.23B (+5.0%) vs. Q1 2026
- New holders
- 205
- 1,091 more added
- Sold out
- 113
- 1,144 more reduced
38 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 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 | 2,882 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
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 |
|---|---|---|---|---|---|
| Westend Capital Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 7 | $579 | 0.00% | +7 | New |
| Kings Path Partners LLC | 14 | $1.16K | 0.00% | −386−96.5% | Reduced |
| Delos Wealth Advisors, LLC | 14 | $1.16K | 0.00% | +14 | New |
| Fairway Wealth LLC | 15 | $1.24K | 0.00% | +15 | Added |
| Cordant, Inc. | 16 | $1.32K | 0.00% | +16 | New |
| NorthAvenue LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 22 | $1.82K | 0.00% | +22 | New |
| Marshall Investment Management, LLC | 23 | $1.90K | 0.00% | +23 | New |
| Seneschal Advisors, LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Fedenia Advisers LLC | 27 | $2.23K | 0.00% | +27 | New |
| Toth Financial Advisory Corp | 28 | $2.31K | 0.00% | −219−88.7% | Reduced |
| Investors Portfolio Services LLC | 32 | $2.65K | 0.00% | −13−28.9% | Reduced |
| Friedenthal Financial | 34 | $2.78K | 0.00% | +1+3.0% | Added |
| CBIZ Investment Advisory Services, LLC | 36 | $2.87K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 37 | $3.03K | 0.00% | +37 | New |
| Osbon Capital Management LLC | 40 | $3.31K | 0.00% | −23−36.5% | Reduced |
| POM Investment Strategies, LLC | 41 | $3.39K | 0.00% | −131−76.2% | Reduced |
| DecisionPoint Financial, LLC | 42 | $3.61K | 0.00% | +15+55.6% | Added |
| Banque Transatlantique SA | 44 | $3.64K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 45 | $3.72K | 0.00% | +45 | New |
| Olistico Wealth, LLC | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 56 | $4.63K | 0.00% | +31+124.0% | Added |
| PayPay Securities Corp | 60 | $4.96K | 0.19% | −83−58.0% | Reduced |
| Conquis Financial LLC | 62 | $5.12K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 66 | $5.49K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 68 | $5.62K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $6.27K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 76 | $6.28K | 0.01% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 76 | $6.28K | 0.02% | +76 | New |
| Trifecta Capital Advisors, LLC | 77 | $6.36K | 0.00% | +77 | New |
| Imprint Wealth LLC | 80 | $6.61K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 82 | $6.78K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 82 | $6.78K | 0.00% | +41+100.0% | Added |
| CKW Financial Group | 81 | $7.00K | 0.00% | +81 | New |
| Key Capital Management, INC | 98 | $8.10K | 0.00% | +20+25.6% | Added |
| Benson Wealth Management INC | 99 | $8.18K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $8.26K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 100 | $8.26K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $8.35K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 103 | $8.51K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 106 | $8.73K | 0.00% | +1+1.0% | Added |
| Bard Associates Inc | 106 | $8.76K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 107 | $8.84K | 0.00% | +3+2.9% | Added |
| Granite FO LLC | 108 | $8.93K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 108 | $8.97K | 0.00% | +1+0.9% | Added |
| Transce3nd, LLC | 104 | $9.06K | 0.08% | −5−4.6% | Reduced |
| United Financial Planning Group LLC | 110 | $9.09K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $9.34K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 113 | $9.34K | 0.00% | +20+21.5% | Added |
| Insight Financial Services | 118 | $9.75K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 119 | $9.83K | 0.00% | −99−45.4% | Reduced |
| MPWM Advisory Solutions, LLC | 123 | $10.2K | 0.00% | +19+18.3% | Added |
| Morton Brown Family Wealth, LLC | 126 | $10.4K | 0.00% | +26+26.0% | Added |
| Decker Retirement Planning Inc. | 128 | $10.6K | 0.00% | +128 | New |
| Broadwater Capital Management LLC | 133 | $11.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 135 | $11.2K | 0.00% | +46+51.7% | Added |
| SWAN Capital LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Toews Corp | 150 | $12.4K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 160 | $13.2K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 161 | $13.3K | 0.00% | −65−28.8% | Reduced |
| Napier Financial, LLC | 163 | $13.5K | 0.00% | −11−6.3% | Reduced |
| Atomic Invest LLC | 166 | $13.9K | 0.00% | +9+5.7% | Added |
| Aspect Partners, LLC | 169 | $14.0K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 172 | $14.2K | 0.00% | −6−3.4% | Reduced |
| Gleason Group, Inc. | 173 | $14.3K | 0.00% | +173 | New |
| Purpose Unlimited Inc. | 171 | $14.3K | 0.00% | −62−26.6% | Reduced |
| Brooklyn FI, LLC | 168 | $14.5K | 0.00% | +168 | New |
| 1 North Wealth Services LLC | 178 | $14.7K | 0.00% | +178 | New |
| PlanVest Financial, Inc | 181 | $15.0K | 0.01% | +1+0.6% | Added |
| Vaquero Private Wealth, Ltd | 183 | $15.1K | 0.00% | +183 | New |
| Proffitt & Goodson Inc | 183 | $15.1K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 188 | $15.5K | 0.01% | +188 | New |
| FNY Investment Advisers, LLC | 200 | $16.0K | 0.01% | −4,900−96.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 200 | $16.5K | 0.00% | +200 | New |
| Stance Capital LLC | 200 | $16.5K | 0.01% | +200 | New |
| Golden State Equity Partners | 203 | $16.8K | 0.05% | −38,222−99.5% | Reduced |
| Davis Capital Management | 203 | $16.8K | 0.01% | +173+576.7% | Added |
| Consultiva Wealth Management, Corp. | 207 | $17.1K | 0.04% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 215 | $17.8K | 0.00% | −764−78.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 219 | $18.1K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 222 | $18.3K | 0.01% | +222 | New |
| Evolution Wealth Management Inc. | 224 | $18.5K | 0.01% | +82+57.7% | Added |
| Godfrey Financial Associates, Inc. | 231 | $19.1K | 0.01% | −47−16.9% | Reduced |
| GGM Financials LLC | 235 | $19.4K | 0.01% | +2+0.9% | Added |
| Kozak & Associates, Inc. | 230 | $19.8K | 0.00% | +1+0.4% | Added |
| Tobam | 240 | $20.0K | 0.00% | −479−66.6% | Reduced |
| Retirement Wealth Solutions LLC | 243 | $20.1K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 232 | $20.2K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 245 | $20.3K | 0.01% | −2,559−91.3% | Reduced |
| Coston, McIsaac & Partners | 263 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 249 | $21.3K | 0.01% | +249 | New |
| Wellington-Altus USA Inc. | 272 | $21.7K | 0.02% | +150+123.0% | Added |
| Miller Capital Partners, Inc. | 270 | $22.3K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 277 | $22.9K | 0.00% | +175+171.6% | Added |