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
- 2,882
- +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
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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 6,457 | $533.6K | 0.03% | −1,010−13.5% | Reduced |
| Alpha Advisors, LLC | 6,457 | $533.6K | 0.40% | +221+3.5% | Added |
| Citizens Business Bank | 6,482 | $535.7K | 0.08% | −143−2.2% | Reduced |
| Convergence Financial, LLC | 6,487 | $536.2K | 0.04% | −645−9.0% | Reduced |
| Summa Corp. | 6,500 | $537.2K | 0.17% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,502 | $537.3K | 0.12% | −49−0.7% | Reduced |
| Howard Financial Services, Ltd. | 6,543 | $540.7K | 0.05% | +77+1.2% | Added |
| First National Bank & Trust Co of Newtown | 6,261 | $541.3K | 0.11% | +102+1.7% | Added |
| SGL Investment Advisors, Inc. | 6,214 | $543.8K | 0.19% | −3,540−36.3% | Reduced |
| Glaxis Capital Management, LLC | 6,582 | $543.9K | 1.09% | −1,115−14.5% | Reduced |
| Salomon & Ludwin, LLC | 6,344 | $545.2K | 0.04% | −32−0.5% | Reduced |
| Seven Mile Advisory | 6,604 | $545.8K | 0.37% | −128−1.9% | Reduced |
| Piscataqua Savings Bank | 6,619 | $546.9K | 0.37% | 00.0% | Unchanged |
| TFR Capital, LLC. | 6,626 | $547.6K | 0.15% | +26+0.4% | Added |
| Front Row Advisors LLC | 6,293 | $550.3K | 0.16% | 00.0% | Unchanged |
| Amarillo National Bank | 6,664 | $550.7K | 0.09% | −577−8.0% | Reduced |
| Mezzasalma Advisors, LLC | 6,664 | $550.7K | 0.11% | +321+5.1% | Added |
| Crawford Investment Counsel Inc | 6,668 | $551.1K | 0.01% | −5,333−44.4% | Reduced |
| Weil Company, Inc. | 6,673 | $551.5K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 6,680 | $552.1K | 0.05% | +224+3.5% | Added |
| Intrua Financial, LLC | 6,691 | $552.9K | 0.05% | −25−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 6,691 | $552.9K | 0.05% | −997−13.0% | Reduced |
| Van Cleef Asset Management,Inc | 6,695 | $553.2K | 0.06% | +10.0% | Added |
| Smith, Salley & Associates | 6,700 | $553.7K | 0.02% | −39,370−85.5% | Reduced |
| Beta Wealth Group, Inc. | 6,707 | $554.2K | 0.21% | +202+3.1% | Added |
| Generali Investments, Management Co LLC | 6,713 | $554.8K | 0.12% | +863+14.8% | Added |
| M3 Advisory Group, LLC | 6,718 | $555.1K | 0.29% | +335+5.2% | Added |
| Cambridge Advisors Inc. | 6,728 | $556.0K | 0.10% | −295−4.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,742 | $557.2K | 0.32% | +102+1.5% | Added |
| Drexel Morgan & Co. | 6,747 | $557.6K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,760 | $558.7K | 0.06% | −271−3.9% | Reduced |
| Wallace Advisory Group, LLC | 6,770 | $559.5K | 0.53% | −109−1.6% | Reduced |
| BigSur Wealth Management LLC | 6,800 | $562.0K | 0.14% | 00.0% | Unchanged |
| Well Done, LLC | 6,801 | $562.0K | 0.08% | −6−0.1% | Reduced |
| Tranquility Partners, LLC | 6,808 | $562.6K | 0.19% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,845 | $565.7K | 0.10% | +56+0.8% | Added |
| Hidden Cove Wealth Management, LLC | 6,846 | $565.8K | 0.31% | +124+1.8% | Added |
| Virtue Capital Management, LLC | 6,860 | $566.9K | 0.08% | −258−3.6% | Reduced |
| EFG International AG | 6,871 | $567.8K | 0.01% | −446−6.1% | Reduced |
| Founders Financial Alliance, LLC | 6,871 | $567.9K | 0.08% | +154+2.3% | Added |
| Magnus Financial Group LLC | 6,872 | $567.9K | 0.04% | −415−5.7% | Reduced |
| Doliver Advisors, LP | 6,889 | $569.3K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,889 | $569.3K | 0.04% | +501+7.8% | Added |
| Paradigm Financial Partners, LLC | 6,900 | $570.2K | 0.05% | +6,900 | New |
| MSH Capital Advisors LLC | 6,904 | $570.5K | 0.10% | −1,290−15.7% | Reduced |
| Selby Wealth Management, LLC | 6,904 | $570.5K | 0.20% | 00.0% | Unchanged |
| one8zero8, LLC | 6,905 | $570.6K | 0.11% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 6,910 | $571.0K | 0.49% | +101+1.5% | Added |
| Allen Capital Group, LLC | 6,926 | $572.4K | 0.05% | +137+2.0% | Added |
| Sound Income Strategies, LLC | 6,929 | $572.6K | 0.03% | +48+0.7% | Added |
| Ibex Wealth Advisors | 6,934 | $573.0K | 0.04% | +22+0.3% | Added |
| Charter Capital Management, LLC | 6,947 | $574.1K | 0.25% | +30.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,952 | $574.5K | 0.13% | +50+0.7% | Added |
| Coastline Trust Co | 6,954 | $574.7K | 0.05% | −51−0.7% | Reduced |
| Arsenal Capital Advisors LLC | 6,957 | $574.9K | 0.34% | +122+1.8% | Added |
| Highland Capital Management, LLC | 6,964 | $575.5K | 0.03% | −10,799−60.8% | Reduced |
| Brio Consultants, LLC | 6,974 | $576.4K | 0.07% | −1,689−19.5% | Reduced |
| Mirador Capital Partners LP | 6,976 | $576.5K | 0.07% | −15−0.2% | Reduced |
| First National Bank | 7,003 | $578.7K | 0.23% | −6−0.1% | Reduced |
| Capital Performance Advisors LLP | 7,006 | $579.0K | 0.04% | −4,772−40.5% | Reduced |
| Versant Capital Management, Inc | 7,009 | $579.2K | 0.05% | −2,391−25.4% | Reduced |
| Abacus Planning Group, Inc. | 7,016 | $579.8K | 0.07% | −119−1.7% | Reduced |
| Sippican Capital Advisors | 7,020 | $580.1K | 0.35% | −145−2.0% | Reduced |
| Means Investment Co., Inc. | 7,029 | $580.9K | 0.04% | +21+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 7,045 | $582.2K | 0.05% | +204+3.0% | Added |
| Mechanics Bank Trust Department | 7,045 | $582.2K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,059 | $583.4K | 0.02% | +493+7.5% | Added |
| Auxano Advisors, LLC | 7,065 | $583.9K | 0.11% | −6−0.1% | Reduced |
| Summit Wealth Partners, LLC | 7,072 | $584.5K | 0.08% | −21−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,076 | $584.8K | 0.01% | −89−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 7,077 | $584.9K | 0.12% | +1,843+35.2% | Added |
| Lincoln Capital LLC | 7,094 | $586.2K | 0.10% | −107−1.5% | Reduced |
| Cache Advisors, LLC | 7,100 | $586.7K | 0.05% | 00.0% | Unchanged |
| Cowa, LLC | 7,102 | $586.9K | 0.15% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 7,111 | $587.7K | 0.16% | −50−0.7% | Reduced |
| GLP Holdings LLLP | 7,117 | $588.1K | 0.53% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 7,125 | $588.8K | 0.37% | −200−2.7% | Reduced |
| Birchwood Financial Partners, Inc. | 7,125 | $588.8K | 0.48% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,144 | $590.4K | 0.10% | +10.0% | Added |
| Lynch & Associates | 7,158 | $591.5K | 0.10% | −5−0.1% | Reduced |
| Capstone Wealth Management, LLC | 7,173 | $592.8K | 0.28% | +7,173 | New |
| Sky Investment Group LLC | 7,180 | $593.4K | 0.09% | +100+1.4% | Added |
| Alpha Family Trust | 7,220 | $596.7K | 0.24% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,225 | $597.1K | 0.09% | +4+0.1% | Added |
| Wellspring Financial Advisors, LLC | 7,221 | $597.1K | 0.04% | −1,246−14.7% | Reduced |
| R Squared Ltd | 7,230 | $597.5K | 0.31% | +7,230 | New |
| Red Door Wealth Management, LLC | 7,257 | $599.8K | 0.05% | +163+2.3% | Added |
| Cane Capital Partners, LLC | 7,261 | $600.0K | 0.24% | −7,860−52.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,265 | $600.4K | 0.07% | −100−1.4% | Reduced |
| Verum Partners LLC | 7,290 | $602.4K | 0.09% | −63−0.9% | Reduced |
| DKM Wealth Management, Inc. | 7,293 | $602.7K | 0.39% | −376−4.9% | Reduced |
| Inspire Advisors, LLC | 7,295 | $602.9K | 0.04% | +509+7.5% | Added |
| Papp L Roy & Associates | 7,310 | $604.1K | 0.06% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,330 | $605.8K | 0.01% | −554−7.0% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $606.2K | 0.21% | 00.0% | Unchanged |
| E&G Advisors, LP | 7,337 | $606.3K | 0.12% | −20−0.3% | Reduced |
| Howe & Rusling Inc | 7,345 | $607.0K | 0.04% | +90+1.2% | Added |
| Vanguard National Trust Co | 7,354 | $607.7K | 0.03% | +351+5.0% | Added |
| Bull Oak Capital, LLC | 7,359 | $608.1K | 0.20% | −50−0.7% | Reduced |
| Tradewinds Capital Management, LLC | 7,361 | $608.3K | 0.11% | 00.0% | Unchanged |