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 |
|---|---|---|---|---|---|
| Alteri Wealth LLC | 13,951 | $1.15M | 0.32% | −2,867−17.0% | Reduced |
| Telos Capital Management, Inc. | 13,956 | $1.15M | 0.10% | −100−0.7% | Reduced |
| LifeSteps Financial, Inc. | 13,958 | $1.15M | 0.54% | +70+0.5% | Added |
| Thomasville National Bank | 13,987 | $1.16M | 0.06% | +13,987 | New |
| Osborne Partners Capital Management, LLC | 13,988 | $1.16M | 0.06% | −2,750−16.4% | Reduced |
| Centiva Capital, LP | 14,000 | $1.16M | 0.04% | +14,000 | New |
| Natural Investments, LLC | 14,022 | $1.16M | 0.25% | +5,372+62.1% | Added |
| Brucke Financial, Inc. | 14,029 | $1.16M | 0.52% | −495−3.4% | Reduced |
| Catalyst Financial Partners LLC | 14,111 | $1.17M | 0.12% | +552+4.1% | Added |
| Boston Trust Walden Corp | 14,115 | $1.17M | 0.01% | −400−2.8% | Reduced |
| 1st Source Bank | 14,205 | $1.17M | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 14,211 | $1.17M | 0.07% | +749+5.6% | Added |
| Personal Cfo Solutions, LLC | 14,272 | $1.18M | 0.17% | −1,573−9.9% | Reduced |
| Proficio Capital Partners LLC | 14,276 | $1.18M | 0.04% | +14,276 | New |
| Knuff & Co LLC | 14,292 | $1.18M | 0.30% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 14,293 | $1.18M | 0.93% | +1,026+7.7% | Added |
| Sittner & Nelson, LLC | 14,305 | $1.18M | 0.37% | −59−0.4% | Reduced |
| Prosperity Consulting Group, LLC | 14,315 | $1.18M | 0.04% | +1,242+9.5% | Added |
| Quotient Wealth Partners, LLC | 14,325 | $1.18M | 0.03% | +520+3.8% | Added |
| Salem Investment Counselors Inc | 14,359 | $1.19M | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,362 | $1.19M | 0.06% | +183+1.3% | Added |
| Whalen Wealth Management Inc. | 14,396 | $1.19M | 0.54% | +3,105+27.5% | Added |
| Berger Financial Group, Inc | 14,397 | $1.19M | 0.06% | +585+4.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 14,471 | $1.20M | 0.06% | −2,373−14.1% | Reduced |
| South State Corp. | 14,474 | $1.20M | 0.05% | +2,013+16.2% | Added |
| Fragasso Group Inc. | 14,489 | $1.20M | 0.06% | −241−1.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 14,493 | $1.20M | 0.18% | −171−1.2% | Reduced |
| CWA Asset Management Group, LLC | 14,499 | $1.20M | 0.04% | −58,454−80.1% | Reduced |
| Wolverine Asset Management LLC | 14,520 | $1.20M | 0.02% | −76,391−84.0% | Reduced |
| Davidson Trust Co | 14,520 | $1.20M | 0.47% | −211−1.4% | Reduced |
| City National Bank of Florida | 14,522 | $1.20M | 0.50% | −768−5.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,587 | $1.21M | 0.08% | −750−4.9% | Reduced |
| Quilter Plc | 14,611 | $1.21M | 0.02% | −10−0.1% | Reduced |
| Oslo Pensjonsforsikring AS | 14,620 | $1.21M | 0.14% | +2,234+18.0% | Added |
| Harold Davidson & Associates Inc. | 14,644 | $1.21M | 0.52% | −6,669−31.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 14,681 | $1.21M | 0.08% | +2,903+24.6% | Added |
| Resonant Capital Advisors, LLC | 14,682 | $1.21M | 0.06% | +537+3.8% | Added |
| LMCG Investments, LLC | 14,710 | $1.22M | 0.07% | −32−0.2% | Reduced |
| ING Groep NV | 14,742 | $1.22M | 0.01% | −108,614−88.0% | Reduced |
| Sawyer & Company, Inc | 14,755 | $1.22M | 0.41% | −30−0.2% | Reduced |
| Oxford Asset Management LLP | 14,767 | $1.22M | 0.60% | +7,565+105.0% | Added |
| Mesirow Financial Investment Management, Inc. | 14,786 | $1.22M | 0.02% | +50+0.3% | Added |
| Sunpointe, LLC | 14,790 | $1.22M | 0.35% | +10,269+227.1% | Added |
| Kirkwood Financial Services | 14,802 | $1.22M | 0.35% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 14,823 | $1.22M | 0.45% | −20−0.1% | Reduced |
| Lipe & Dalton | 14,838 | $1.23M | 0.57% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,434 | $1.23M | 0.20% | +913+6.3% | Added |
| Wright Investors Service Inc | 14,886 | $1.23M | 0.34% | −9,029−37.8% | Reduced |
| Lantz Financial LLC | 14,912 | $1.23M | 0.23% | −173−1.1% | Reduced |
| Hutner Capital Management Inc | 14,953 | $1.24M | 0.49% | −34−0.2% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $1.24M | 0.50% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 15,029 | $1.24M | 0.05% | −23−0.2% | Reduced |
| Parkside Financial Bank & Trust | 15,048 | $1.24M | 0.08% | +450+3.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,052 | $1.24M | 0.15% | +458+3.1% | Added |
| Richmond Brothers, Inc. | 15,060 | $1.24M | 0.65% | +15,060 | New |
| NBC Securities, Inc. | 15,097 | $1.25M | 0.08% | −269−1.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 15,105 | $1.25M | 0.11% | −71,327−82.5% | Reduced |
| Northwest Wealth Management, LLC | 15,115 | $1.25M | 0.16% | +2,826+23.0% | Added |
| Western Wealth Management, LLC | 15,120 | $1.25M | 0.04% | −751−4.7% | Reduced |
| Eclectic Associates Inc | 15,124 | $1.25M | 0.14% | −466−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 15,139 | $1.25M | 0.07% | +110+0.7% | Added |
| Americana Partners, LLC | 15,167 | $1.25M | 0.03% | −5,346−26.1% | Reduced |
| Sterling Capital Management LLC | 15,215 | $1.26M | 0.02% | +6,885+82.7% | Added |
| Jain Global LLC | 15,280 | $1.26M | 0.01% | −195,641−92.8% | Reduced |
| Cohen Capital Management, Inc. | 15,291 | $1.26M | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,296 | $1.26M | 0.06% | +270+1.8% | Added |
| Kanawha Capital Management LLC | 15,296 | $1.26M | 0.08% | +1,501+10.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,351 | $1.27M | 0.52% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 15,365 | $1.27M | 0.08% | +5,991+63.9% | Added |
| LVW Advisors, LLC | 15,383 | $1.27M | 0.11% | +2,271+17.3% | Added |
| First National Trust Co | 15,387 | $1.27M | 0.04% | −2,049−11.8% | Reduced |
| Eastern Bank | 15,388 | $1.27M | 0.02% | −1,139−6.9% | Reduced |
| MV Capital Management, Inc. | 15,414 | $1.27M | 0.11% | −1,174−7.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 15,466 | $1.28M | 0.02% | −246−1.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 15,493 | $1.28M | 0.02% | +2,389+18.2% | Added |
| Hexagon Capital Partners LLC | 15,494 | $1.28M | 0.18% | +520+3.5% | Added |
| Hedges Asset Management LLC | 15,500 | $1.28M | 0.84% | +15,500 | New |
| Ocean Capital Management, LLC | 15,576 | $1.29M | 0.24% | +168+1.1% | Added |
| Accurate Wealth Management, LLC | 14,780 | $1.29M | 0.12% | +2,012+15.8% | Added |
| AMG National Trust Bank | 15,637 | $1.29M | 0.03% | −878−5.3% | Reduced |
| Concord Asset Management, LLC | 15,681 | $1.30M | 0.20% | −244−1.5% | Reduced |
| Indivisible Partners | 15,693 | $1.30M | 0.07% | +5,514+54.2% | Added |
| Arista Wealth Management, LLC | 15,791 | $1.31M | 0.14% | −4,202−21.0% | Reduced |
| Castle Rock Wealth Management, LLC | 15,320 | $1.32M | 0.26% | +9+0.1% | Added |
| Kovack Advisors, Inc. | 15,526 | $1.32M | 0.06% | −2,054−11.7% | Reduced |
| Sentry LLC | 15,972 | $1.32M | 0.37% | 00.0% | Unchanged |
| Potentia Wealth | 16,050 | $1.33M | 0.54% | −1,062−6.2% | Reduced |
| Avidian Wealth Solutions, LLC | 16,062 | $1.33M | 0.04% | −608−3.6% | Reduced |
| AdvisorNet Financial, Inc | 16,065 | $1.33M | 0.06% | −754−4.5% | Reduced |
| Essex Savings Bank | 16,076 | $1.33M | 0.29% | −97−0.6% | Reduced |
| Biltmore Family Office, LLC | 16,075 | $1.33M | 0.17% | −86−0.5% | Reduced |
| Forum Financial Management, LP | 16,241 | $1.34M | 0.02% | +1,168+7.7% | Added |
| Nations Financial Group Inc, | 16,380 | $1.35M | 0.06% | +2,237+15.8% | Added |
| Affinity Investment Advisors, LLC | 16,493 | $1.36M | 0.69% | −32−0.2% | Reduced |
| Cambria Investment Management, L.P. | 16,564 | $1.37M | 0.07% | +9,491+134.2% | Added |
| Concord Wealth Partners | 16,568 | $1.37M | 0.16% | −290−1.7% | Reduced |
| Diligent Investors, LLC | 16,609 | $1.37M | 0.31% | +15+0.1% | Added |
| Barnes Wealth Management Group, Inc | 16,624 | $1.37M | 0.64% | −12−0.1% | Reduced |
| North Star Investment Management Corp. | 16,632 | $1.37M | 0.07% | +114+0.7% | Added |
| Legacy Financial Group LLC | 16,636 | $1.37M | 0.15% | +8,410+102.2% | Added |