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
38 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 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 281 | $23.2K | 0.02% | −213−43.1% | Reduced |
| Principia Wealth Advisory, LLC | 285 | $23.6K | 0.01% | +58+25.6% | Added |
| Minot DeBlois Advisors LLC | 302 | $25.0K | 0.02% | −187−38.2% | Reduced |
| Newton One Investments LLC | 315 | $26.0K | 0.01% | +2+0.6% | Added |
| Access Investment Management LLC | 316 | $26.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 320 | $26.4K | 0.01% | −50−13.5% | Reduced |
| Clark Wealth Partners | 322 | $26.6K | 0.02% | +13+4.2% | Added |
| Strive Financial Group ,LLC | 323 | $26.7K | 0.01% | +7+2.2% | Added |
| Bare Financial Services, Inc | 331 | $27.4K | 0.01% | +161+94.7% | Added |
| Security National Bank of Sioux City Iowa | 339 | $28.0K | 0.01% | +339 | New |
| Redwood Park Advisors LLC | 348 | $28.8K | 0.02% | +1+0.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 350 | $28.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 354 | $29.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 351 | $29.0K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 357 | $29.5K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 364 | $30.1K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 365 | $30.2K | 0.00% | +49+15.5% | Added |
| Dunhill Financial, LLC | 365 | $30.2K | 0.01% | −64−14.9% | Reduced |
| Bravera Wealth | 366 | $30.2K | 0.01% | −49−11.8% | Reduced |
| S&T Bank | 385 | $31.8K | 0.01% | +213+123.8% | Added |
| McGuire Capital Advisors Inc | 395 | $32.6K | 0.02% | −120−23.3% | Reduced |
| CGC Financial Services, LLC | 396 | $32.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 398 | $32.9K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 400 | $33.1K | 0.02% | −15,000−97.4% | Reduced |
| Accent Capital Management, LLC | 404 | $33.4K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 405 | $33.5K | 0.00% | +405 | New |
| Aventus Investment Advisors, Inc. | 410 | $33.9K | 0.02% | −30−6.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 412 | $34.0K | 0.00% | +84+25.6% | Added |
| Mascoma Wealth Management LLC | 417 | $34.5K | 0.01% | +38+10.0% | Added |
| MB, Levis & Associates, LLC | 419 | $34.6K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 426 | $35.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 429 | $35.5K | 0.01% | +429 | New |
| 1248 Management, LLC | 436 | $36.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 440 | $36.4K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 440 | $36.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 442 | $36.5K | 0.02% | +3+0.7% | Added |
| ZRC Wealth Management, LLC | 444 | $36.7K | 0.01% | +75+20.3% | Added |
| Parvin Asset Management, LLC | 450 | $37.2K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 511 | $37.3K | 0.01% | −79−13.4% | Reduced |
| Raffa Wealth Management, LLC | 453 | $37.4K | 0.00% | −51−10.1% | Reduced |
| JDM Financial Group LLC | 465 | $38.4K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 468 | $38.6K | 0.01% | −511−52.2% | Reduced |
| PFS Partners, LLC | 486 | $40.1K | 0.02% | +1+0.2% | Added |
| Lavaca Capital LLC | 492 | $40.7K | 0.00% | −120−19.6% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 497 | $41.1K | 0.05% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 498 | $41.2K | 0.03% | +11+2.3% | Added |
| Vision Retirement, LLC | 500 | $41.3K | 0.01% | −13−2.5% | Reduced |
| Aberdeen Wealth Management LLC | 500 | $41.3K | 0.02% | +500 | New |
| Keb Asset Management, LLC | 508 | $41.9K | 0.01% | +508 | New |
| Pension & Wealth Management Advisors, Inc. | 516 | $42.7K | 0.01% | +516 | New |
| Bradley & Co. Private Wealth Management, LLC | 521 | $43.1K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 533 | $44.0K | 0.01% | +39+7.9% | Added |
| TD Capital Management LLC | 534 | $44.1K | 0.00% | −44−7.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 535 | $44.2K | 0.03% | 00.0% | Unchanged |
| Paladin Partners, LLC | 540 | $44.6K | 0.03% | −1,000−64.9% | Reduced |
| Quaker Wealth Management, LLC | 546 | $45.1K | 0.01% | +12+2.2% | Added |
| Horizon Financial Services, LLC | 547 | $45.2K | 0.02% | −441−44.6% | Reduced |
| BankPlus Trust Department | 549 | $45.4K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 552 | $45.6K | 0.01% | +44+8.7% | Added |
| St. Johns Investment Management Company, LLC | 553 | $45.7K | 0.02% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 559 | $46.2K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 577 | $47.7K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 582 | $48.1K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 588 | $48.6K | 0.00% | +94+19.0% | Added |
| Joseph Group Capital Management | 593 | $49.0K | 0.01% | +183+44.6% | Added |
| Wellington Shields Capital Management, LLC | 600 | $49.6K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 601 | $49.7K | 0.02% | −55−8.4% | Reduced |
| Park Place Capital Corp | 607 | $50.2K | 0.01% | −7−1.1% | Reduced |
| Atlantic Private Wealth, LLC | 609 | $50.3K | 0.03% | −1−0.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 612 | $50.6K | 0.01% | +24+4.1% | Added |
| Morse Asset Management, Inc | 612 | $50.6K | 0.01% | −78−11.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 619 | $51.2K | 0.00% | +619 | New |
| Arlington Trust Co LLC | 631 | $52.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 631 | $52.1K | 0.01% | +64+11.3% | Added |
| 1015 Capital Partners, LLC | 632 | $52.2K | 0.04% | −89−12.3% | Reduced |
| Synergy Investment Management, LLC | 626 | $52.3K | 0.01% | +379+153.4% | Added |
| LFA - Lugano Financial Advisors SA | 635 | $52.5K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 654 | $54.0K | 0.02% | +93+16.6% | Added |
| Cedar Mountain Advisors, LLC | 655 | $54.1K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 655 | $54.1K | 0.04% | −1−0.2% | Reduced |
| Beacon Financial Strategies CORP | 661 | $54.6K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 664 | $54.9K | 0.01% | +129+24.1% | Added |
| Hyposwiss Advisors SA | 666 | $55.0K | 0.05% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 666 | $55.0K | 0.05% | 00.0% | Unchanged |
| Vega Investment Solutions | 680 | $56.2K | 0.01% | +680 | New |
| Cypress Capital Management LLC (WY) | 702 | $58.0K | 0.05% | 00.0% | Unchanged |
| NBH Bank | 705 | $58.3K | 0.02% | +705 | New |
| Tidemark, LLC | 705 | $58.3K | 0.01% | −11−1.5% | Reduced |
| 3 Factor Indexing, LLC | 710 | $58.7K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 726 | $60.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 727 | $60.0K | 0.03% | −78−9.7% | Reduced |
| Loomis Sayles & Co L P | 726 | $60.0K | 0.00% | +284+64.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 737 | $60.9K | 0.02% | +326+79.3% | Added |
| Monetary Solutions, Ltd | 740 | $61.2K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 763 | $63.1K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 769 | $63.5K | 0.02% | +163+26.9% | Added |
| BFSG, LLC | 778 | $64.3K | 0.01% | +1+0.1% | Added |
| Fairscale Capital, LLC | 780 | $64.5K | 0.04% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 793 | $65.5K | 0.03% | +32+4.2% | Added |
| Advantage Trust Co | 800 | $66.1K | 0.02% | 00.0% | Unchanged |