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; 2,883 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
- 2,883
- +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
- 1,145 more reduced
37 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Aegis Wealth Management LLC | 4,864 | $402.0K | 0.19% | +4,864 | New |
| Novem Group | 4,866 | $402.2K | 0.04% | +59+1.2% | Added |
| Lynch Investment Planning, LLC | 4,876 | $403.0K | 0.31% | +400+8.9% | Added |
| Flatrock Wealth Partners LLC | 4,891 | $404.2K | 0.16% | +4,891 | New |
| Caisse des Depots Et Consignations | 4,893 | $404.4K | 0.01% | −93,679−95.0% | Reduced |
| Nixon Peabody Trust Co | 4,894 | $404.4K | 0.03% | +692+16.5% | Added |
| Byrne Financial Freedom, LLC | 4,898 | $404.7K | 0.16% | −44−0.9% | Reduced |
| Klingenstein Fields & Co LP | 4,901 | $405.0K | 0.01% | −10−0.2% | Reduced |
| Mma Asset Management LLC | 4,902 | $405.1K | 0.13% | −23−0.5% | Reduced |
| FLC Capital Advisors | 4,906 | $405.4K | 0.07% | −921−15.8% | Reduced |
| First Financial Corp | 4,911 | $405.8K | 0.14% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 4,649 | $406.8K | 0.16% | +4,649 | New |
| Green Square Capital Advisors LLC | 4,924 | $406.9K | 0.04% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 4,925 | $407.0K | 0.23% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,942 | $408.0K | 0.05% | +41+0.8% | Added |
| Blue Rock Wealth Management LLC | 4,940 | $408.2K | 0.23% | −5,117−50.9% | Reduced |
| Brewster Financial Planning LLC | 4,941 | $408.4K | 0.22% | +24+0.5% | Added |
| Walker Asset Management, LLC | 4,944 | $408.6K | 0.21% | +26+0.5% | Added |
| Capital Analysts, LLC | 4,943 | $409.0K | 0.01% | −18−0.4% | Reduced |
| Fiera Capital Corp | 4,955 | $409.5K | 0.00% | −240−4.6% | Reduced |
| Kesler, Norman & Wride, LLC | 4,965 | $410.3K | 0.06% | +32+0.6% | Added |
| Successful Portfolios LLC | 4,721 | $410.7K | 0.19% | +10.0% | Added |
| Madison Wealth Partners, Inc | 4,976 | $411.2K | 0.05% | +564+12.8% | Added |
| Quantum Financial Advisors, LLC | 4,983 | $411.8K | 0.04% | −441−8.1% | Reduced |
| Gallagher Capital Advisors, LLC | 4,983 | $411.8K | 0.24% | +4,983 | New |
| Caerus Investment Advisors, LLC | 4,993 | $412.6K | 0.14% | +4,993 | New |
| Ruffer LLP | 5,000 | $412.7K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,997 | $412.9K | 0.02% | −9,158−64.7% | Reduced |
| Shufro Rose & Co LLC | 5,000 | $413.2K | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $413.2K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,000 | $413.2K | 0.06% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 5,000 | $413.2K | 0.09% | +2,375+90.5% | Added |
| Symphony Financial, Ltd. Co. | 4,959 | $413.4K | 0.05% | +1,465+41.9% | Added |
| Lakeridge Wealth Management LLC | 5,022 | $415.0K | 0.15% | −146−2.8% | Reduced |
| Petros Family Wealth, LLC | 5,037 | $416.3K | 0.25% | −316−5.9% | Reduced |
| Archford Capital Strategies, LLC | 5,056 | $417.8K | 0.04% | −7,390−59.4% | Reduced |
| Northstar Financial Companies, Inc. | 5,058 | $418.0K | 0.28% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,060 | $418.2K | 0.08% | −3,202−38.8% | Reduced |
| New Wave Wealth Advisors LLC | 5,068 | $418.8K | 0.11% | +1,308+34.8% | Added |
| Raelipskie Partnership | 5,070 | $419.0K | 0.16% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,073 | $419.2K | 0.10% | −16−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $419.7K | 0.02% | 00.0% | Unchanged |
| Ahara Advisors LLC | 5,093 | $420.9K | 0.28% | +23+0.5% | Added |
| Nichols & Pratt Advisers LLP | 5,100 | $421.5K | 0.03% | −400−7.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,108 | $422.1K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,114 | $422.6K | 0.02% | +11+0.2% | Added |
| Independence Wealth Advisors, LLC | 5,116 | $422.7K | 0.21% | +573+12.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 5,120 | $423.1K | 0.05% | +374+7.9% | Added |
| Allegheny Financial Group LTD | 5,125 | $423.6K | 0.04% | −172−3.2% | Reduced |
| Fortem Financial Group, LLC | 5,133 | $424.2K | 0.09% | −103−2.0% | Reduced |
| Community Trust & Investment Co | 5,134 | $424.3K | 0.02% | −181−3.4% | Reduced |
| Kelsey Financial, LLC | 5,149 | $425.5K | 0.32% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,153 | $425.8K | 0.09% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,154 | $425.9K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,165 | $426.8K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 5,165 | $426.8K | 0.02% | +102+2.0% | Added |
| Northcape Wealth Management, LLC | 5,182 | $428.2K | 0.11% | +1,185+29.6% | Added |
| Range Advisory, LLC | 5,189 | $428.9K | 0.05% | +657+14.5% | Added |
| Tactive Advisors, LLC | 5,190 | $428.9K | 0.11% | −2,177−29.6% | Reduced |
| Alternative Investment Advisors, LLC. | 5,197 | $429.5K | 0.17% | +28+0.5% | Added |
| Fortis Capital Advisors, LLC | 5,198 | $429.6K | 0.05% | +5,198 | New |
| Matrix Private Capital Group LLC | 5,209 | $430.5K | 0.19% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 5,211 | $430.6K | 0.05% | −3,214−38.1% | Reduced |
| Riversedge Advisors, LLC | 5,219 | $431.3K | 0.06% | +5,219 | New |
| Vantus Wealth LLC | 5,228 | $432.0K | 0.23% | +5,228 | New |
| Urban Wealth Management, LLC | 5,230 | $432.2K | 0.38% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 4,850 | $432.5K | 0.26% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,240 | $433.0K | 0.07% | −11,485−68.7% | Reduced |
| Diversified Management Inc | 5,255 | $434.3K | 0.09% | −12,521−70.4% | Reduced |
| CFS Investment Advisory Services, LLC | 5,084 | $434.7K | 0.03% | +1,848+57.1% | Added |
| Marino, Stram & Associates LLC | 5,268 | $435.3K | 0.07% | +55+1.1% | Added |
| OneAscent Wealth Management LLC | 5,272 | $435.7K | 0.13% | −2,020−27.7% | Reduced |
| Brown Financial Advisors | 5,283 | $436.6K | 0.15% | +98+1.9% | Added |
| Optivise Advisory Services LLC | 5,316 | $439.3K | 0.22% | +577+12.2% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,316 | $439.3K | 0.07% | −447−7.8% | Reduced |
| GK Wealth Management LLC | 5,323 | $439.8K | 0.27% | +5,323 | New |
| Encompass More Asset Management | 5,335 | $440.9K | 0.06% | −26−0.5% | Reduced |
| Gradient Capital Advisors, LLC | 5,338 | $441.1K | 0.10% | −693−11.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,015 | $441.8K | 0.02% | +5,015 | New |
| Cascade Financial Partners, LLC | 5,375 | $444.2K | 0.04% | −288−5.1% | Reduced |
| Maripau Wealth Management LLC | 5,376 | $444.2K | 0.16% | +161+3.1% | Added |
| Roberts Wealth Advisors, LLC | 5,377 | $444.4K | 0.10% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,381 | $444.6K | 0.06% | +444+9.0% | Added |
| First Citizens Financial Corp | 5,381 | $444.7K | 0.19% | −363−6.3% | Reduced |
| Atlas Legacy Advisors, LLC | 5,333 | $445.1K | 0.07% | +1,298+32.2% | Added |
| Richard W. Paul & Associates, LLC | 5,396 | $446.0K | 0.14% | −93−1.7% | Reduced |
| Detalus Advisors, LLC | 5,400 | $446.3K | 0.09% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 5,198 | $446.7K | 0.06% | −178−3.3% | Reduced |
| Arcataur Capital Management LLC | 5,406 | $446.8K | 0.11% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,408 | $446.9K | 0.13% | +1,733+47.2% | Added |
| Fruth Investment Management | 5,418 | $447.0K | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 5,410 | $447.1K | 0.03% | −3,234−37.4% | Reduced |
| Boyd Watterson Asset Management LLC | 5,411 | $447.2K | 0.12% | −91−1.7% | Reduced |
| First Command Advisory Services, Inc. | 5,418 | $447.7K | 0.00% | −1,154−17.6% | Reduced |
| Evernest Financial Advisors, LLC | 5,430 | $448.7K | 0.09% | −312−5.4% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $450.4K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,456 | $450.9K | 0.03% | −1,024−15.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 5,462 | $451.4K | 0.07% | +20.0% | Added |
| Athena Investment Management | 5,469 | $452.0K | 0.27% | −4,166−43.2% | Reduced |
| Baldwin Brothers Inc | 5,499 | $454.4K | 0.03% | −601−9.9% | Reduced |