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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 20,279 | $1.68M | 0.19% | −4,044−16.6% | Reduced |
| Jeppson Wealth Management, LLC | 20,341 | $1.68M | 0.50% | −149−0.7% | Reduced |
| Miller Investment Management, LP | 20,342 | $1.68M | 0.15% | 00.0% | Unchanged |
| Conning Inc. | 20,361 | $1.68M | 0.05% | −357−1.7% | Reduced |
| LJI Wealth Management, LLC | 20,431 | $1.69M | 0.24% | −566−2.7% | Reduced |
| First Bank & Trust | 20,535 | $1.70M | 0.25% | +485+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 20,540 | $1.70M | 0.02% | −880−4.1% | Reduced |
| Paradigm Asset Management Co LLC | 20,550 | $1.70M | 0.36% | −31,802−60.7% | Reduced |
| Essex Financial Services, Inc. | 20,566 | $1.70M | 0.08% | +241+1.2% | Added |
| Armis Advisers, LLC | 19,529 | $1.71M | 0.16% | +966+5.2% | Added |
| Accretive Wealth Partners, LLC | 20,668 | $1.71M | 0.42% | +550+2.7% | Added |
| Canandaigua National Bank & Trust Co | 20,730 | $1.71M | 0.14% | +20,730 | New |
| Atom Investors LP | 20,744 | $1.71M | 0.15% | −58,835−73.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,755 | $1.72M | 0.16% | +70+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 20,766 | $1.72M | 0.43% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 20,887 | $1.73M | 0.47% | +2,104+11.2% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 20,909 | $1.73M | 0.59% | +20,909 | New |
| Busey Wealth Management | 20,957 | $1.73M | 0.04% | −567−2.6% | Reduced |
| Washington Trust Bank | 20,986 | $1.73M | 0.12% | +116+0.6% | Added |
| Marin Bay Wealth Advisors, LLC | 21,074 | $1.74M | 0.94% | +71+0.3% | Added |
| Hartford Funds Management Co LLC | 21,144 | $1.75M | 0.14% | +522+2.5% | Added |
| Florida Financial Advisors, LLC | 21,259 | $1.76M | 0.30% | +4,445+26.4% | Added |
| IHT Wealth Management, LLC | 21,332 | $1.76M | 0.04% | +11+0.1% | Added |
| American State Bank (Iowa) | 21,368 | $1.77M | 0.72% | +544+2.6% | Added |
| Fiduciary Group LLC | 21,547 | $1.78M | 0.14% | −86−0.4% | Reduced |
| Private Trust Co NA | 21,549 | $1.78M | 0.14% | −1,217−5.3% | Reduced |
| NWF Advisory Services Inc. | 21,571 | $1.78M | 0.17% | −855−3.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $1.79M | 0.50% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21,648 | $1.79M | 0.04% | +12,136+127.6% | Added |
| Pflug Koory, LLC | 21,657 | $1.79M | 0.71% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 21,688 | $1.79M | 0.15% | −89−0.4% | Reduced |
| CSM Advisors, LLC | 21,712 | $1.79M | 0.04% | −2,018−8.5% | Reduced |
| Fulton Bank, N.A. | 21,736 | $1.80M | 0.05% | −1,151−5.0% | Reduced |
| Holderness Investments Co | 21,983 | $1.82M | 0.30% | −90−0.4% | Reduced |
| Drive Wealth Management, LLC | 22,128 | $1.83M | 0.33% | −589−2.6% | Reduced |
| Plancorp, LLC | 21,013 | $1.84M | 0.04% | +6,169+41.6% | Added |
| Martin & Co Inc | 22,335 | $1.85M | 0.29% | +162+0.7% | Added |
| Belpointe Asset Management LLC | 22,396 | $1.85M | 0.06% | +3,332+17.5% | Added |
| Storgate, LLC | 22,412 | $1.85M | 0.38% | +12,826+133.8% | Added |
| West Branch Capital LLC | 22,485 | $1.86M | 0.43% | −6,919−23.5% | Reduced |
| One Capital Management, LLC | 23,601 | $1.88M | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 22,757 | $1.88M | 0.18% | −4,273−15.8% | Reduced |
| VCI Wealth Management LLC | 22,824 | $1.89M | 0.47% | +3,781+19.9% | Added |
| Massmutual Trust Co FSB | 22,982 | $1.90M | 0.05% | −737−3.1% | Reduced |
| Heritage Family Offices, LLP | 22,998 | $1.90M | 0.73% | −4,284−15.7% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 22,998 | $1.90M | 0.74% | +22,998 | New |
| Citizens National Bank Trust Department | 23,082 | $1.91M | 0.28% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 23,089 | $1.91M | 0.07% | −837−3.5% | Reduced |
| 5T Wealth, LLC | 23,123 | $1.91M | 0.71% | +564+2.5% | Added |
| Everhart Financial Group, Inc. | 23,180 | $1.92M | 0.12% | −2,022−8.0% | Reduced |
| Pinnacle Bancorp, Inc. | 23,185 | $1.92M | 0.50% | −792−3.3% | Reduced |
| Fort Sheridan Advisors LLC | 23,425 | $1.94M | 0.21% | −2,180−8.5% | Reduced |
| Krilogy Financial LLC | 23,477 | $1.94M | 0.06% | +12,896+121.9% | Added |
| London Co of Virginia | 23,489 | $1.94M | 0.01% | +3,894+19.9% | Added |
| Sivia Capital Partners, LLC | 23,544 | $1.95M | 0.24% | +19,855+538.2% | Added |
| Carnegie Capital Asset Management, LLC | 23,635 | $1.95M | 0.04% | −7,942−25.2% | Reduced |
| Fisher Funds Management LTD | 23,712 | $1.96M | 0.06% | +8,317+54.0% | Added |
| Aspiriant, LLC | 23,728 | $1.96M | 0.05% | +1,074+4.7% | Added |
| Cadinha & Co LLC | 23,802 | $1.97M | 0.29% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 23,838 | $1.97M | 0.87% | −1,386−5.5% | Reduced |
| Howard Capital Management Inc. | 23,842 | $1.97M | 0.02% | +11,499+93.2% | Added |
| Phoenix Wealth Advisors | 23,996 | $1.98M | 0.67% | +2,206+10.1% | Added |
| Louisbourg Investments Inc. | 32,092 | $1.99M | 0.37% | +249+0.8% | Added |
| 71 West Capital Partners | 24,134 | $1.99M | 0.07% | +8,627+55.6% | Added |
| Aquatic Capital Management LLC | 24,137 | $1.99M | 0.07% | −96,607−80.0% | Reduced |
| Riverchase Wealth Management, LLC | 24,222 | $2.00M | 0.93% | −54−0.2% | Reduced |
| International Assets Investment Management, LLC | 264,493 | $2.00M | 0.12% | −93,681−26.2% | Reduced |
| Insight Advisors, LLC | 24,317 | $2.01M | 0.35% | −60−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 24,368 | $2.01M | 0.43% | +185+0.8% | Added |
| Aspire Private Capital, LLC | 24,406 | $2.02M | 0.42% | −1,924−7.3% | Reduced |
| Peoples Bank | 24,410 | $2.02M | 1.96% | −1,954−7.4% | Reduced |
| Princeton Capital Management LLC | 24,623 | $2.03M | 0.46% | +1,339+5.8% | Added |
| Independent Financial Group, LLC | 24,711 | $2.04M | 0.04% | −3,948−13.8% | Reduced |
| Welch Group, LLC | 24,719 | $2.04M | 0.07% | +716+3.0% | Added |
| Princeton Global Asset Management LLC | 24,726 | $2.04M | 0.29% | −768−3.0% | Reduced |
| Resources Management Corp | 24,760 | $2.05M | 0.26% | −592−2.3% | Reduced |
| Legacy Financial Advisors, Inc. | 24,801 | $2.05M | 0.25% | +2,857+13.0% | Added |
| McKinley Carter Wealth Services, Inc. | 24,853 | $2.05M | 0.11% | +1,360+5.8% | Added |
| Silvercrest Asset Management Group LLC | 24,884 | $2.06M | 0.01% | −915−3.5% | Reduced |
| Caxton Associates LLP | 24,962 | $2.06M | 0.04% | +422+1.7% | Added |
| Morningstar Investment Management LLC | 25,926 | $2.06M | 0.13% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 24,995 | $2.07M | 0.05% | +245+1.0% | Added |
| Aureus Asset Management, LLC | 25,546 | $2.11M | 0.13% | +4,028+18.7% | Added |
| Rossmore Private Capital | 25,560 | $2.11M | 0.17% | +2,800+12.3% | Added |
| YHB Investment Advisors, Inc. | 25,585 | $2.11M | 0.14% | −116−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 25,610 | $2.12M | 0.20% | +140+0.5% | Added |
| Erste Asset Management GmbH | 25,449 | $2.12M | 0.02% | −1,172−4.4% | Reduced |
| Myriad Asset Management Advisors LLC | 25,716 | $2.13M | 0.50% | −1,189−4.4% | Reduced |
| Drucker Wealth 3.0, LLC | 25,755 | $2.13M | 0.34% | −1,395−5.1% | Reduced |
| HBK Sorce Advisory LLC | 23,925 | $2.13M | 0.04% | +326+1.4% | Added |
| National Philanthropic Trust | 25,860 | $2.14M | 0.03% | +460+1.8% | Added |
| Aviso Wealth Management | 25,939 | $2.14M | 0.84% | −18−0.1% | Reduced |
| WealthShield Partners, LLC | 25,961 | $2.15M | 0.33% | −5,175−16.6% | Reduced |
| LRI Investments, LLC | 26,002 | $2.15M | 0.17% | +1,449+5.9% | Added |
| Connable Office Inc | 26,115 | $2.16M | 0.19% | +165+0.6% | Added |
| Cary Street Partners Financial LLC | 26,292 | $2.17M | 0.05% | +526+2.0% | Added |
| Trinity Financial Advisors LLC | 26,301 | $2.17M | 0.56% | −641−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,947 | $2.17M | 0.04% | −2,317−8.5% | Reduced |
| Everett Harris & Co | 26,357 | $2.18M | 0.03% | +905+3.6% | Added |
| Sprucegrove Investment Management Ltd | 26,477 | $2.19M | 0.34% | −36,043−57.7% | Reduced |