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 |
|---|---|---|---|---|---|
| First Fiduciary Investment Counsel, Inc. | 10,070 | $832.0K | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,107 | $835.2K | 0.18% | −333−3.2% | Reduced |
| First Foundation Advisors | 10,109 | $835.4K | 0.03% | +2,056+25.5% | Added |
| Fermata Advisors, LLC | 10,124 | $836.7K | 0.17% | +1,728+20.6% | Added |
| Trust Co of Vermont | 10,126 | $836.8K | 0.03% | +10,126 | New |
| Lecap Asset Management Ltd | 10,137 | $837.7K | 0.36% | +10,137 | New |
| Fortress Private Ledger, LLC | 10,185 | $841.7K | 0.23% | +6,854+205.8% | Added |
| Holistic Planning, LLC | 10,185 | $841.7K | 0.13% | +249+2.5% | Added |
| Cornerstone Wealth Group, LLC | 10,233 | $845.7K | 0.05% | +1,579+18.2% | Added |
| Montecito Bank & Trust | 10,237 | $846.0K | 0.13% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,238 | $846.1K | 0.05% | +214+2.1% | Added |
| Westover Capital Advisors, LLC | 10,247 | $846.8K | 0.14% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10,252 | $847.1K | 0.37% | −136−1.3% | Reduced |
| Twin Capital Management Inc | 10,398 | $859.3K | 0.09% | −39,439−79.1% | Reduced |
| Axxion S.A. | 10,465 | $864.8K | 0.06% | +10,465 | New |
| Stonebrook Private Inc. | 10,479 | $865.9K | 0.16% | +5,239+100.0% | Added |
| Intelligence Driven Advisers, LLC | 10,552 | $872.0K | 0.14% | −1,306−11.0% | Reduced |
| New Republic Capital, LLC | 10,578 | $874.2K | 0.20% | +2,930+38.3% | Added |
| Manske Wealth Management | 10,582 | $874.5K | 0.22% | +901+9.3% | Added |
| Hikari Tsushin, Inc. | 10,631 | $878.5K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,638 | $879.1K | 0.03% | +649+6.5% | Added |
| Pettyjohn, Wood & White, Inc | 10,644 | $879.7K | 0.13% | −100−0.9% | Reduced |
| IVC Wealth Advisors LLC | 10,658 | $880.8K | 0.34% | −25−0.2% | Reduced |
| Flow Traders U.S. LLC | 10,674 | $882.0K | 0.04% | +10,674 | New |
| Burnham & Co LLC | 10,675 | $882.2K | 0.71% | +10,675 | New |
| QTR Family Wealth, LLC | 10,679 | $882.5K | 0.31% | +7,451+230.8% | Added |
| First City Capital Management, Inc. | 10,686 | $883.1K | 0.43% | −25−0.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 10,695 | $883.8K | 0.52% | −400−3.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,704 | $884.6K | 0.05% | +1,072+11.1% | Added |
| Aspen Investment Management Inc | 10,738 | $887.0K | 0.24% | −100−0.9% | Reduced |
| Zhang Financial LLC | 10,741 | $887.6K | 0.03% | +20.0% | Added |
| Flagstone Financial Management | 10,746 | $888.1K | 0.20% | +8+0.1% | Added |
| Spire Wealth Management | 10,747 | $888.1K | 0.03% | −4,074−27.5% | Reduced |
| MidFirst Bank | 10,769 | $890.0K | 0.06% | +33+0.3% | Added |
| PFW Advisors LLC | 10,782 | $891.0K | 0.26% | +72+0.7% | Added |
| Alliance Wealth Advisors, LLC | 10,796 | $892.2K | 0.36% | −140−1.3% | Reduced |
| EntryPoint Capital, LLC | 10,799 | $892.4K | 0.22% | +10,799 | New |
| Clarendon Private LLC | 10,809 | $893.2K | 0.57% | −206−1.9% | Reduced |
| Wimmer Associates 1, LLC | 10,814 | $893.7K | 0.40% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,837 | $895.5K | 0.07% | +11+0.1% | Added |
| Family Legacy, Inc. | 10,837 | $895.6K | 0.24% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 10,844 | $896.1K | 0.25% | −314−2.8% | Reduced |
| Pacific Center for Financial Services | 10,848 | $896.5K | 0.20% | +30.0% | Added |
| Lebenthal Global Advisors, LLC | 10,865 | $897.9K | 0.12% | −8,397−43.6% | Reduced |
| BKD Wealth Advisors, LLC | 10,870 | $898.3K | 0.02% | −275−2.5% | Reduced |
| TRB Wealth Management, LLC | 10,876 | $898.8K | 0.12% | +764+7.6% | Added |
| Dumont & Blake Investment Advisors LLC | 10,884 | $899.4K | 0.20% | −543−4.8% | Reduced |
| PCB Capital LLC | 10,905 | $901.2K | 1.10% | +438+4.2% | Added |
| AlTi Global, Inc. | 10,906 | $901.2K | 0.02% | −476−4.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,910 | $901.6K | 0.15% | −1,470−11.9% | Reduced |
| Opinicus Capital, Inc. | 10,912 | $901.7K | 0.48% | −199−1.8% | Reduced |
| UMA Financial Services, Inc. | 10,941 | $904.2K | 0.11% | −165−1.5% | Reduced |
| Madison Asset Management, LLC | 10,950 | $904.9K | 0.01% | −461−4.0% | Reduced |
| Pointe Capital Management LLC | 10,967 | $906.3K | 0.41% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,954 | $906.6K | 0.02% | +20+0.2% | Added |
| Bayban | 10,986 | $907.9K | 0.70% | +100+0.9% | Added |
| Greatmark Investment Partners, Inc. | 11,003 | $909.3K | 0.10% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,018 | $910.5K | 0.34% | +149+1.4% | Added |
| Hohimer Wealth Management, LLC | 11,020 | $910.7K | 0.09% | −102−0.9% | Reduced |
| Scratch Capital LLC | 11,029 | $911.4K | 0.45% | −661−5.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,029 | $911.4K | 0.03% | +5,370+94.9% | Added |
| Strategic Blueprint, LLC | 11,030 | $911.5K | 0.05% | +858+8.4% | Added |
| Buck Wealth Strategies, LLC | 11,037 | $912.1K | 0.10% | −185−1.6% | Reduced |
| BIP Wealth, LLC | 11,054 | $913.5K | 0.03% | +1,028+10.3% | Added |
| Rockland Trust Co | 11,059 | $913.9K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 11,062 | $914.1K | 0.15% | −1,171−9.6% | Reduced |
| Candriam Luxembourg S.C.A. | 11,084 | $915.1K | 0.00% | −17−0.2% | Reduced |
| Triad Wealth Partners, LLC | 10,427 | $916.4K | 0.05% | +1,052+11.2% | Added |
| Larry Mathis Financial Planning, LLC | 11,091 | $916.6K | 0.70% | +138+1.3% | Added |
| Sym Financial Corp | 11,096 | $917.0K | 0.07% | +4,689+73.2% | Added |
| Destination Wealth Management | 11,103 | $917.6K | 0.02% | +190+1.7% | Added |
| Wealthspan Partners, LLC | 11,120 | $919.0K | 0.29% | +96+0.9% | Added |
| Virtu Financial LLC | 11,149 | $921.0K | 0.03% | −8,780−44.1% | Reduced |
| Private Management Group Inc | 11,150 | $921.4K | 0.02% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 11,157 | $922.0K | 0.25% | +1,185+11.9% | Added |
| AlphaGrep UK Ltd | 11,163 | $922.5K | 0.28% | +2,094+23.1% | Added |
| Cromwell Holdings LLC | 11,171 | $923.2K | 0.41% | 00.0% | Unchanged |
| Kentucky Trust Co | 11,175 | $923.5K | 0.44% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,188 | $924.6K | 0.06% | +319+2.9% | Added |
| Phillips Wealth Planners LLC | 10,609 | $924.9K | 0.68% | −2,096−16.5% | Reduced |
| Sepio Capital, LP | 11,216 | $926.9K | 0.05% | −487−4.2% | Reduced |
| Saxon Interests, Inc. | 11,228 | $927.9K | 0.26% | −241−2.1% | Reduced |
| NBZ Investment Advisors LLC | 11,234 | $928.4K | 0.36% | 00.0% | Unchanged |
| North Star Asset Management Inc | 11,254 | $930.1K | 0.04% | −1,830−14.0% | Reduced |
| Winebrenner Capital Management LLC | 11,283 | $932.4K | 0.57% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 11,303 | $934.1K | 0.04% | +11,303 | New |
| Wittenberg Investment Management, Inc. | 11,320 | $935.5K | 0.32% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 11,325 | $935.9K | 0.11% | −144−1.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,340 | $937.1K | 0.04% | −1,290−10.2% | Reduced |
| Walsky Investment Management, Inc. | 11,342 | $937.3K | 0.87% | +850+8.1% | Added |
| Correct Capital Wealth Management | 11,486 | $949.2K | 0.16% | −711−5.8% | Reduced |
| Victory Financial Group, LLC | 11,527 | $952.6K | 0.10% | −4,560−28.3% | Reduced |
| WealthPlan Investment Management, LLC | 11,531 | $952.9K | 0.05% | +210+1.9% | Added |
| Evansbrook LLC | 11,543 | $953.9K | 0.57% | 00.0% | Unchanged |
| Keel Point, LLC | 11,550 | $954.5K | 0.06% | +378+3.4% | Added |
| Avantax Planning Partners, Inc. | 11,555 | $954.9K | 0.02% | −340−2.9% | Reduced |
| West Michigan Advisors, LLC | 11,564 | $955.6K | 0.18% | +557+5.1% | Added |
| Tocqueville Asset Management L.P. | 11,580 | $957.0K | 0.01% | −3,893−25.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,589 | $957.7K | 0.08% | −11,522−49.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,600 | $958.6K | 0.04% | 00.0% | Unchanged |