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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 6,970 | $610.0K | 0.25% | +323+4.9% | Added |
| Atala Financial Inc | 7,394 | $611.0K | 0.37% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 7,397 | $611.3K | 0.08% | −242−3.2% | Reduced |
| Zions Bancorporation, National Association | 7,400 | $611.5K | 0.04% | −900−10.8% | Reduced |
| Connecticut Wealth Management, LLC | 7,402 | $611.7K | 0.02% | +10.0% | Added |
| CVA Family Office, LLC | 7,425 | $613.6K | 0.06% | −71−0.9% | Reduced |
| Marble Wealth, LLC | 7,443 | $615.1K | 0.09% | −144−1.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,451 | $615.8K | 0.01% | +10.0% | Added |
| Weaver Consulting Group | 7,464 | $616.8K | 0.13% | −47−0.6% | Reduced |
| Dorato Capital Management | 7,085 | $617.5K | 0.42% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,486 | $618.6K | 0.14% | −49−0.7% | Reduced |
| BlueStem Wealth Partners, LLC | 7,495 | $619.4K | 0.06% | +71+1.0% | Added |
| Spinnaker Trust | 7,510 | $620.6K | 0.03% | +103+1.4% | Added |
| Stonebridge Financial Group, LLC | 7,513 | $620.9K | 0.41% | −827−9.9% | Reduced |
| Radnor Capital Management, LLC | 7,526 | $621.9K | 0.09% | −160−2.1% | Reduced |
| Winthrop Capital Management, LLC | 7,540 | $623.0K | 0.15% | 00.0% | Unchanged |
| Advisors Management Group Inc | 7,551 | $624.0K | 0.10% | −883−10.5% | Reduced |
| Capital Advisors Inc | 7,558 | $624.6K | 0.01% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 7,570 | $625.6K | 0.01% | +447+6.3% | Added |
| Hardy Reed LLC | 7,584 | $626.7K | 0.04% | +63+0.8% | Added |
| Elevated Capital Advisors, LLC | 7,592 | $627.4K | 0.17% | −2,687−26.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,600 | $628.1K | 0.25% | +2,800+58.3% | Added |
| Burton Enright Welch | 7,601 | $628.2K | 0.07% | +604+8.6% | Added |
| Coastwise Capital Group, LLC | 7,610 | $628.9K | 0.37% | +4+0.1% | Added |
| First American Trust, FSB | 7,630 | $630.5K | 0.04% | −1,490−16.3% | Reduced |
| Mosaic Financial Group, LLC | 7,638 | $631.0K | 0.40% | +20+0.3% | Added |
| Plan A Wealth LLC | 7,682 | $634.8K | 0.27% | −250−3.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 7,701 | $636.4K | 0.01% | −2,911−27.4% | Reduced |
| ZEGA Investments, LLC | 7,713 | $637.4K | 0.11% | −50−0.6% | Reduced |
| Global Assets Advisory, LLC | 7,443 | $638.0K | 0.14% | −189−2.5% | Reduced |
| First Western Trust Bank | 7,757 | $641.0K | 0.03% | −46−0.6% | Reduced |
| Summit Asset Management, LLC | 7,799 | $644.5K | 0.08% | +104+1.4% | Added |
| Altfest L J & Co Inc | 7,808 | $645.2K | 0.06% | −11−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,811 | $645.5K | 0.13% | +338+4.5% | Added |
| Monarch Capital Management Inc | 7,834 | $647.4K | 0.15% | +150+2.0% | Added |
| Eagle Global Advisors LLC | 7,865 | $650.0K | 0.02% | −463−5.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,874 | $650.7K | 0.18% | +52+0.7% | Added |
| Virtue Asset Management LLC | 7,879 | $651.1K | 0.46% | −7,774−49.7% | Reduced |
| Cim Investment Mangement Inc | 7,885 | $651.6K | 0.16% | −793−9.1% | Reduced |
| Riverbend Wealth Management, LLC | 7,887 | $651.8K | 0.33% | +605+8.3% | Added |
| Golden Reserve Retirement LLC | 7,909 | $653.6K | 0.10% | +3,684+87.2% | Added |
| Kagan Cocozza Asset Management | 7,918 | $654.3K | 0.41% | 00.0% | Unchanged |
| Wealth Architects, LLC | 7,928 | $655.2K | 0.05% | −235−2.9% | Reduced |
| SageView Advisory Group, LLC | 7,932 | $655.5K | 0.02% | +134+1.7% | Added |
| Cheviot Value Management, LLC | 7,950 | $657.0K | 0.07% | −1,550−16.3% | Reduced |
| WSFS Capital Management, LLC | 7,958 | $657.6K | 0.03% | −199−2.4% | Reduced |
| Martingale Asset Management L P | 7,983 | $659.7K | 0.02% | +7,983 | New |
| Souders Financial Advisors | 7,985 | $659.9K | 0.07% | +2,201+38.1% | Added |
| Sig Brokerage, LP | 7,989 | $660.2K | 0.11% | +4,138+107.5% | Added |
| Northeast Investment Management | 7,999 | $661.0K | 0.02% | −7,419−48.1% | Reduced |
| Capital Advantage, Inc. | 8,005 | $661.5K | 0.08% | −851−9.6% | Reduced |
| Bouchey Financial Group Ltd | 8,021 | $662.9K | 0.04% | +445+5.9% | Added |
| Old West Investment Management, LLC | 8,037 | $664.2K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,040 | $664.4K | 0.17% | −794−9.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,043 | $664.7K | 0.16% | −229−2.8% | Reduced |
| Financial Insights, Inc. | 8,055 | $665.7K | 0.18% | −700−8.0% | Reduced |
| Marex Group plc | 8,081 | $667.8K | 0.00% | −3,713−31.5% | Reduced |
| Field & Main Bank | 8,090 | $668.6K | 0.14% | −777−8.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,092 | $668.7K | 0.19% | +512+6.8% | Added |
| Sentinus, LLC | 8,094 | $668.9K | 0.05% | +1,949+31.7% | Added |
| KPP Advisory Services LLC | 8,096 | $669.1K | 0.08% | −1,959−19.5% | Reduced |
| CFO4Life Group, LLC | 8,109 | $670.1K | 0.09% | +39+0.5% | Added |
| 55 North Private Wealth, LLC | 8,125 | $671.4K | 0.13% | +1,090+15.5% | Added |
| Crusonia Wealth Advisors LLC | 8,133 | $672.1K | 0.11% | +771+10.5% | Added |
| Bedel Financial Consulting, Inc. | 8,135 | $672.2K | 0.06% | −337−4.0% | Reduced |
| FourThought Financial Partners, LLC | 8,136 | $672.3K | 0.05% | +241+3.1% | Added |
| SilverOak Wealth Management LLC | 8,142 | $672.9K | 0.09% | +563+7.4% | Added |
| Secure Asset Management, LLC | 8,160 | $674.4K | 0.09% | −1,049−11.4% | Reduced |
| Stratos Wealth Advisors, LLC | 8,165 | $674.8K | 0.04% | +1,355+19.9% | Added |
| Ewa, LLC | 8,175 | $675.6K | 0.12% | +1,904+30.4% | Added |
| Equitable Trust Co | 8,206 | $678.1K | 0.03% | +472+6.1% | Added |
| Advisortrust Partners, LLC | 8,232 | $680.3K | 0.23% | −328−3.8% | Reduced |
| Cutler Investment Counsel LLC | 8,241 | $681.0K | 0.06% | −176−2.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,255 | $682.2K | 0.20% | +1,910+30.1% | Added |
| Vermillion Wealth Management, Inc. | 8,288 | $684.9K | 0.16% | −233−2.7% | Reduced |
| Bridgewater Advisors Inc. | 7,865 | $685.5K | 0.04% | +600+8.3% | Added |
| Bingham Private Wealth, LLC | 8,296 | $685.6K | 0.47% | −213−2.5% | Reduced |
| Wood Tarver Financial Group, LLC | 8,303 | $686.0K | 0.16% | +332+4.2% | Added |
| Spirepoint Private Client, LLC | 8,308 | $686.6K | 0.06% | −285−3.3% | Reduced |
| Boston Private Wealth LLC | 8,309 | $686.6K | 0.04% | −449−5.1% | Reduced |
| JNBA Financial Advisors | 8,314 | $687.1K | 0.05% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 8,332 | $688.6K | 0.26% | −10.0% | Reduced |
| Onefund, LLC | 8,335 | $688.8K | 0.39% | −289−3.4% | Reduced |
| All Terrain Financial Advisors, LLC | 8,351 | $690.1K | 0.15% | −1,078−11.4% | Reduced |
| Tarbox Family Office, Inc. | 8,371 | $691.8K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,375 | $692.1K | 0.04% | −878−9.5% | Reduced |
| Csenge Advisory Group | 8,426 | $696.3K | 0.03% | −1,470−14.9% | Reduced |
| Stockman Wealth Management, Inc. | 8,439 | $697.4K | 0.07% | −397−4.5% | Reduced |
| Northbridge Financial Group, LLC | 8,440 | $697.5K | 0.27% | −1,093−11.5% | Reduced |
| Root Financial Partners, LLC | 8,445 | $697.9K | 0.03% | +2,467+41.3% | Added |
| Evermay Wealth Management LLC | 8,454 | $698.6K | 0.07% | −454−5.1% | Reduced |
| Regatta Capital Group, LLC | 8,454 | $698.7K | 0.09% | −194−2.2% | Reduced |
| Sunflower Bank, N.A. | 8,459 | $699.1K | 0.17% | +274+3.3% | Added |
| V-Square Quantitative Management LLC | 8,520 | $704.1K | 0.07% | +2,330+37.6% | Added |
| Elevatus Welath Management | 8,522 | $704.3K | 0.17% | +4,518+112.8% | Added |
| Van Diest Capital, LLC | 8,541 | $705.9K | 0.63% | −11,373−57.1% | Reduced |
| Cornerstone Advisory, LLC | 8,544 | $706.0K | 0.06% | +278+3.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,565 | $707.8K | 0.05% | −1,758−17.0% | Reduced |
| STAR Financial Bank | 8,574 | $708.6K | 0.29% | +567+7.1% | Added |
| Investment Research Partners LLC | 8,592 | $710.0K | 0.24% | +2,540+42.0% | Added |