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 |
|---|---|---|---|---|---|
| MFA Wealth Services | 16,712 | $1.38M | 0.82% | +115+0.7% | Added |
| Northern Oak Wealth Management Inc | 16,719 | $1.38M | 0.16% | −565−3.3% | Reduced |
| Waddell & Associates, LLC | 16,773 | $1.39M | 0.07% | +6,552+64.1% | Added |
| Vivid Wealth Management, LLC | 16,789 | $1.39M | 0.49% | +39+0.2% | Added |
| Palisade Asset Management, LLC | 16,837 | $1.39M | 0.13% | −125−0.7% | Reduced |
| Hilltop National Bank | 16,874 | $1.39M | 0.30% | +79+0.5% | Added |
| Integrated Quantitative Investments LLC | 16,898 | $1.40M | 0.23% | −9,162−35.2% | Reduced |
| Generali Asset Management SPA SGR | 16,950 | $1.40M | 0.03% | −36,674−68.4% | Reduced |
| Heritage Trust Co | 16,951 | $1.40M | 0.12% | −1,139−6.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $1.41M | 0.01% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 17,134 | $1.42M | 0.57% | 00.0% | Unchanged |
| Boltwood Capital Management | 17,160 | $1.42M | 0.32% | −25−0.1% | Reduced |
| Kathmere Capital Management, LLC | 17,179 | $1.42M | 0.08% | −4,714−21.5% | Reduced |
| Larson Financial Group LLC | 17,189 | $1.42M | 0.04% | +264+1.6% | Added |
| Nicholas Hoffman & Company, LLC. | 17,207 | $1.42M | 0.03% | −193−1.1% | Reduced |
| Bernicke Wealth Management, Ltd. | 17,208 | $1.42M | 0.17% | −652−3.7% | Reduced |
| Anchor Investment Management, LLC | 17,232 | $1.42M | 0.11% | +3,216+22.9% | Added |
| Fiduciary Alliance LLC | 17,262 | $1.43M | 0.10% | −393−2.2% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 17,288 | $1.43M | 0.74% | +2,068+13.6% | Added |
| SeaBridge Investment Advisors LLC | 17,346 | $1.43M | 0.21% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 17,358 | $1.43M | 0.32% | −17−0.1% | Reduced |
| Compass Financial Management LLC | 17,089 | $1.44M | 0.18% | +17,089 | New |
| Cahill Financial Advisors Inc | 17,388 | $1.44M | 0.14% | +18+0.1% | Added |
| L2 Asset Management, LLC | 17,456 | $1.44M | 0.15% | +525+3.1% | Added |
| Clear Harbor Asset Management, LLC | 17,554 | $1.45M | 0.09% | −12,909−42.4% | Reduced |
| Excalibur Management Corp | 17,671 | $1.46M | 0.48% | −155−0.9% | Reduced |
| Wharton Business Group, LLC | 17,675 | $1.46M | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 17,728 | $1.47M | 0.37% | −61−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 17,760 | $1.47M | 0.03% | −608−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,799 | $1.47M | 0.14% | −66−0.4% | Reduced |
| Gilpin Wealth Management, LLC | 17,800 | $1.47M | 1.02% | −227−1.3% | Reduced |
| First Financial Bank - Trust Division | 17,824 | $1.47M | 0.11% | −776−4.2% | Reduced |
| Tradewinds, LLC. | 18,071 | $1.47M | 0.46% | +7,531+71.5% | Added |
| Boothbay Fund Management, LLC | 17,882 | $1.48M | 0.03% | +5,015+39.0% | Added |
| Edgestream Partners, L.P. | 17,925 | $1.48M | 0.04% | +13,440+299.7% | Added |
| Vectors Research Management, LLC | 17,951 | $1.48M | 0.39% | +1,484+9.0% | Added |
| TMB Capital Partners, LLC | 17,955 | $1.48M | 0.46% | −2,021−10.1% | Reduced |
| 111 Capital | 17,961 | $1.48M | 0.25% | +13,684+319.9% | Added |
| Crux Wealth Advisors | 17,971 | $1.49M | 0.51% | −733−3.9% | Reduced |
| Delap Wealth Advisory, LLC | 17,987 | $1.49M | 0.50% | 00.0% | Unchanged |
| Barbara Oil Co. | 18,000 | $1.49M | 0.50% | 00.0% | Unchanged |
| Chicago Trust Co NA | 18,018 | $1.49M | 0.22% | +365+2.1% | Added |
| Financial Engines Advisors L.L.C. | 18,030 | $1.49M | 0.00% | −51−0.3% | Reduced |
| First Dallas Securities Inc. | 18,093 | $1.50M | 0.49% | −1,896−9.5% | Reduced |
| Keystone Financial Services | 18,117 | $1.50M | 0.39% | +384+2.2% | Added |
| CX Institutional | 18,127 | $1.50M | 0.04% | −339−1.8% | Reduced |
| Continuum Advisory, LLC | 18,140 | $1.50M | 0.12% | +3,511+24.0% | Added |
| Aprio Wealth Management, LLC | 18,188 | $1.50M | 0.07% | −1,209−6.2% | Reduced |
| Integrated Investment Consultants, LLC | 18,235 | $1.51M | 0.30% | −258−1.4% | Reduced |
| Providence Wealth Advisors, LLC | 17,638 | $1.51M | 0.89% | +123+0.7% | Added |
| Advyzon Investment Management, LLC | 18,357 | $1.52M | 0.11% | −2,063−10.1% | Reduced |
| Chemistry Wealth Management LLC | 18,388 | $1.52M | 0.24% | −5,948−24.4% | Reduced |
| Sage Rhino Capital LLC | 18,393 | $1.52M | 0.25% | −832−4.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,393 | $1.52M | 0.55% | −123−0.7% | Reduced |
| Park Edge Advisors, LLC | 18,408 | $1.52M | 0.32% | +2,131+13.1% | Added |
| Polymer Capital Management (US) LLC | 18,452 | $1.52M | 0.23% | +8,618+87.6% | Added |
| Trust Co of Toledo NA | 18,453 | $1.52M | 0.13% | +314+1.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,508 | $1.53M | 0.33% | +89+0.5% | Added |
| 17 Capital Partners, LLC | 18,514 | $1.53M | 0.69% | −1,694−8.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 18,514 | $1.53M | 0.24% | +13,339+257.8% | Added |
| Lazari Capital Management, Inc. | 18,523 | $1.53M | 0.47% | −84−0.5% | Reduced |
| F/M Investments LLC | 18,567 | $1.53M | 0.08% | −101−0.5% | Reduced |
| Crown Wealth Group, LLC | 18,632 | $1.54M | 0.39% | +2,739+17.2% | Added |
| Caldwell Trust Co | 18,677 | $1.54M | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 18,701 | $1.55M | 0.03% | −1,877−9.1% | Reduced |
| M.E. Allison & Co., Inc. | 18,785 | $1.55M | 0.89% | +20.0% | Added |
| ARGA Investment Management, LP | 18,802 | $1.55M | 0.04% | +18,802 | New |
| Meridian Wealth Management, LLC | 18,804 | $1.55M | 0.05% | −8,988−32.3% | Reduced |
| Kennedy Investment Group | 18,806 | $1.55M | 0.53% | −2,489−11.7% | Reduced |
| William B. Walkup & Associates, Inc. | 18,842 | $1.56M | 0.75% | +175+0.9% | Added |
| Collar Capital Management, LLC | 18,867 | $1.56M | 0.92% | −900−4.6% | Reduced |
| Jacobi Capital Management LLC | 19,025 | $1.57M | 0.08% | +56+0.3% | Added |
| BLB&B Advisors, LLC | 19,034 | $1.57M | 0.06% | +92+0.5% | Added |
| Investors Asset Management of Georgia Inc | 19,079 | $1.58M | 0.55% | +1,009+5.6% | Added |
| PFG Investments, LLC | 19,094 | $1.58M | 0.06% | −2,137−10.1% | Reduced |
| ISAM Funds (UK) Ltd | 19,100 | $1.58M | 1.11% | +19,100 | New |
| MTM Investment Management, LLC | 19,173 | $1.58M | 0.45% | +31+0.2% | Added |
| Parsons Capital Management Inc | 19,204 | $1.59M | 0.07% | +9,200+92.0% | Added |
| Breakwater Capital Group | 19,230 | $1.59M | 0.19% | −376−1.9% | Reduced |
| Sweeney & Michel, LLC | 18,262 | $1.59M | 0.42% | −2,457−11.9% | Reduced |
| Mainstay Capital Management LLC | 19,352 | $1.60M | 0.12% | −1,221−5.9% | Reduced |
| First Horizon Corp | 19,382 | $1.60M | 0.06% | −1,248−6.0% | Reduced |
| Rayburn West Financial Services LLC | 19,450 | $1.61M | 0.89% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 19,503 | $1.61M | 0.44% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 19,987 | $1.62M | 0.17% | +9,999+100.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 19,628 | $1.62M | 0.42% | −1,627−7.7% | Reduced |
| Midwest Trust Co | 19,633 | $1.62M | 0.02% | −1,271−6.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,740 | $1.63M | 0.09% | +380+2.0% | Added |
| Lighthouse Financial Services Inc | 18,998 | $1.63M | 0.34% | +8,069+73.8% | Added |
| Citadel Investment Advisory, Inc. | 19,775 | $1.63M | 0.74% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 19,788 | $1.64M | 0.19% | −677−3.3% | Reduced |
| OneAscent Financial Services LLC | 19,838 | $1.64M | 0.08% | −1,469−6.9% | Reduced |
| Modera Wealth Management, LLC | 19,880 | $1.64M | 0.02% | +325+1.7% | Added |
| Hillsdale Investment Management Inc. | 19,902 | $1.64M | 0.04% | −33,240−62.5% | Reduced |
| Cetera Trust Company, N.A | 19,926 | $1.65M | 0.83% | 00.0% | Unchanged |
| Leisure Capital Management | 19,981 | $1.65M | 0.52% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $1.65M | 0.21% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,018 | $1.65M | 0.20% | −1,015−4.8% | Reduced |
| Gryphon Financial Partners LLC | 20,109 | $1.66M | 0.15% | −3,928−16.3% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.67M | 0.23% | 00.0% | Unchanged |