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
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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 8,602 | $710.9K | 0.06% | −785−8.4% | Reduced |
| Summit Wealth Group LLC | 8,613 | $711.7K | 0.06% | +2,038+31.0% | Added |
| Legacy Advisors, LLC | 8,623 | $712.6K | 0.07% | +2,823+48.7% | Added |
| Axiom Investment Management LLC | 8,626 | $712.8K | 0.48% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,643 | $714.2K | 0.04% | −116−1.3% | Reduced |
| Lauterbach Financial Advisors, LLC | 8,643 | $714.3K | 0.31% | +48+0.6% | Added |
| Pines Wealth Management, LLC | 8,650 | $714.8K | 0.21% | +126+1.5% | Added |
| Facet Wealth, Inc. | 8,667 | $716.2K | 0.01% | +830+10.6% | Added |
| Hudock, Inc. | 8,680 | $717.4K | 0.09% | +51+0.6% | Added |
| Coastal Bridge Advisors, LLC | 8,688 | $718.0K | 0.04% | +230+2.7% | Added |
| Manchester Capital Management LLC | 8,695 | $718.6K | 0.09% | +23+0.3% | Added |
| Keystone Financial Group | 8,697 | $718.7K | 0.04% | +1,271+17.1% | Added |
| Dakota Wealth Management | 8,699 | $718.9K | 0.01% | +31+0.4% | Added |
| XML Financial, LLC | 8,725 | $721.1K | 0.05% | −391−4.3% | Reduced |
| Old North State Trust, LLC | 8,739 | $722.0K | 0.37% | +48+0.6% | Added |
| Everest Financial Group LLC | 8,743 | $722.5K | 0.10% | +239+2.8% | Added |
| Sheets Smith Wealth Management | 8,773 | $725.0K | 0.07% | +14+0.2% | Added |
| Winning Points Advisors, LLC | 35,906 | $727.7K | 0.96% | 00.0% | Unchanged |
| North Forty Two & Co. | 8,808 | $727.9K | 0.62% | −100−1.1% | Reduced |
| Patten & Patten Inc | 8,826 | $729.4K | 0.04% | −140−1.6% | Reduced |
| One Wealth Capital Management, LLC | 8,860 | $732.2K | 0.21% | +4,669+111.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,882 | $734.0K | 0.19% | +8+0.1% | Added |
| Tower Trust & Investment Co | 8,908 | $736.1K | 0.45% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,934 | $738.3K | 0.04% | −369−4.0% | Reduced |
| CoreCap Advisors, LLC | 8,935 | $738.4K | 0.02% | +1,817+25.5% | Added |
| FSM Wealth Advisors, LLC | 8,936 | $738.5K | 0.08% | +4,055+83.1% | Added |
| Advisor OS, LLC | 8,967 | $741.0K | 0.05% | −34−0.4% | Reduced |
| Simmons Bank | 8,974 | $741.6K | 0.04% | +2,685+42.7% | Added |
| Pin Oak Investment Advisors Inc | 8,976 | $742.0K | 0.53% | −2,321−20.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,979 | $742.0K | 0.42% | +173+2.0% | Added |
| Appleton Partners Inc | 9,017 | $745.0K | 0.05% | −360−3.8% | Reduced |
| Ausdal Financial Partners, Inc. | 9,036 | $746.6K | 0.03% | −4,931−35.3% | Reduced |
| Ashton Thomas Securities, LLC | 9,215 | $748.6K | 0.11% | +781+9.3% | Added |
| TCTC Holdings, LLC | 9,103 | $752.3K | 0.02% | +1,496+19.7% | Added |
| Confluence Wealth Services, Inc. | 9,116 | $753.3K | 0.02% | +2,502+37.8% | Added |
| Teucrium Investment Advisors, LLC | 9,137 | $755.1K | 0.67% | +9,137 | New |
| Jacobs & Co | 9,162 | $757.0K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 9,163 | $757.2K | 0.02% | −14,472−61.2% | Reduced |
| First Heartland Consultants, Inc. | 9,166 | $757.4K | 0.05% | +4,701+105.3% | Added |
| Legato Capital Management LLC | 9,169 | $757.7K | 0.06% | −2,668−22.5% | Reduced |
| Cape Investment Advisory, Inc. | 9,205 | $760.7K | 0.20% | +60+0.7% | Added |
| Ponta Wealth Partners, LLC | 9,239 | $763.5K | 0.41% | +2,930+46.4% | Added |
| Capital Financial Group Inc | 9,248 | $764.3K | 0.40% | +9,248 | New |
| DMG Group, LLC | 9,259 | $765.2K | 0.52% | −1,707−15.6% | Reduced |
| Prentice Wealth Management LLC | 9,259 | $765.2K | 0.16% | −34−0.4% | Reduced |
| Everpar Advisors LLC | 9,288 | $767.6K | 0.22% | −13−0.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,323 | $770.0K | 0.26% | −257−2.7% | Reduced |
| Stonebridge Financial Group, LLC | 9,329 | $770.0K | 0.11% | +9,329 | New |
| Smithfield Trust Co | 9,346 | $771.0K | 0.03% | −113−1.2% | Reduced |
| Interchange Capital Partners, LLC | 9,334 | $771.4K | 0.15% | +1,849+24.7% | Added |
| Main Street Financial Solutions, LLC | 9,351 | $772.8K | 0.05% | −36−0.4% | Reduced |
| First PREMIER Bank | 9,357 | $773.0K | 0.12% | −51−0.5% | Reduced |
| Valmark Advisers, Inc. | 9,356 | $773.2K | 0.01% | +472+5.3% | Added |
| River Wealth Advisors LLC | 9,381 | $775.3K | 0.08% | −113−1.2% | Reduced |
| Elevated Private Wealth, LLC | 9,387 | $775.7K | 0.74% | +9,387 | New |
| SPWM Advisors LLC | 8,904 | $779.2K | 0.72% | −2,171−19.6% | Reduced |
| Studio Investment Management LLC | 9,429 | $779.2K | 0.13% | −940−9.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,465 | $782.2K | 0.15% | +2,261+31.4% | Added |
| SeaCrest Wealth Management, LLC | 9,467 | $782.4K | 0.09% | −2,180−18.7% | Reduced |
| Perennial Advisors, LLC | 9,484 | $783.7K | 0.12% | +40.0% | Added |
| Stephenson National Bank & Trust | 9,488 | $784.1K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,516 | $786.4K | 0.09% | −288−2.9% | Reduced |
| Rexford Capital Inc | 9,530 | $787.6K | 0.48% | −100−1.0% | Reduced |
| Creekside Partners | 9,537 | $788.1K | 0.29% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,544 | $788.7K | 0.08% | +1,647+20.9% | Added |
| West Bancorporation Inc | 9,555 | $789.6K | 0.34% | −271−2.8% | Reduced |
| Agf Management Ltd | 9,593 | $792.8K | 0.00% | −200−2.0% | Reduced |
| Diversified Enterprises, LLC | 9,593 | $792.8K | 0.04% | +169+1.8% | Added |
| Weaver Capital Management LLC | 9,961 | $793.0K | 0.17% | 00.0% | Unchanged |
| Abel Hall, LLC | 9,611 | $794.3K | 0.14% | −4,515−32.0% | Reduced |
| Ostrum Asset Management | 9,620 | $795.0K | 0.04% | +5,627+140.9% | Added |
| Van Strum & Towne Inc. | 9,621 | $795.1K | 0.22% | 00.0% | Unchanged |
| Monetary Management Group Inc | 9,645 | $797.1K | 0.16% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,653 | $797.8K | 0.07% | +2,851+41.9% | Added |
| Boit C F David | 9,660 | $798.3K | 0.34% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 9,661 | $798.4K | 0.08% | −119−1.2% | Reduced |
| G&S Capital LLC | 9,662 | $798.5K | 0.23% | −18−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 9,686 | $800.5K | 0.02% | +4,339+81.1% | Added |
| Valley National Advisers Inc | 9,711 | $802.5K | 0.09% | +134+1.4% | Added |
| Optas, LLC | 9,721 | $803.3K | 0.11% | +658+7.3% | Added |
| Quadcap Wealth Management, LLC | 9,722 | $803.4K | 0.08% | +610+6.7% | Added |
| McAdam, LLC | 9,723 | $803.5K | 0.03% | +1,367+16.4% | Added |
| 180 Wealth Advisors, LLC | 9,731 | $804.2K | 0.08% | −363−3.6% | Reduced |
| Davis R M Inc | 9,789 | $808.9K | 0.01% | −117−1.2% | Reduced |
| Wrapmanager Inc | 9,794 | $809.4K | 0.25% | −245−2.4% | Reduced |
| Beaton Management Co. Inc. | 9,850 | $814.0K | 0.33% | 00.0% | Unchanged |
| Income Insurance Ltd | 9,870 | $815.7K | 0.49% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 9,884 | $816.8K | 0.11% | −660−6.3% | Reduced |
| J. Safra Sarasin Holding AG | 10,265 | $817.2K | 0.01% | 00.0% | Unchanged |
| Lane Brothers & Co Inc | 9,892 | $817.5K | 0.53% | +389+4.1% | Added |
| Webster Bank, N. A. | 9,939 | $821.4K | 0.07% | −153−1.5% | Reduced |
| Avanza Fonder AB | 9,961 | $823.2K | 0.02% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 9,968 | $823.8K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 9,971 | $824.0K | 0.07% | −3,877−28.0% | Reduced |
| Klingman & Associates, LLC | 9,992 | $825.7K | 0.04% | −512−4.9% | Reduced |
| Liberty Wealth Management LLC | 10,377 | $826.2K | 0.10% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 10,003 | $826.7K | 0.53% | −623−5.9% | Reduced |
| West Family Investments, Inc. | 10,007 | $827.0K | 0.24% | +265+2.7% | Added |
| Jackson Thornton Asset Management, LLC | 10,048 | $830.4K | 0.07% | +7,064+236.7% | Added |
| Smith Thornton Advisors LLC | 9,478 | $830.9K | 0.37% | +6+0.1% | Added |