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; 2,883 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
- 2,883
- +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
- 1,145 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Innova Wealth Partners | 2,631 | $217.4K | 0.09% | +2+0.1% | Added |
| Livet Wealth, LLC | 2,636 | $217.8K | 0.13% | −146−5.2% | Reduced |
| Elk River Wealth Management, LLC | 2,638 | $218.0K | 0.03% | −300−10.2% | Reduced |
| Spring Capital Management, LLC | 2,638 | $218.0K | 0.11% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,639 | $218.1K | 0.02% | +2,639 | New |
| Washington Capital Management Inc | 2,640 | $218.2K | 0.14% | 00.0% | Unchanged |
| Intellus Advisors LLC | 2,640 | $218.2K | 0.03% | +99+3.9% | Added |
| Clarkston Capital Partners, LLC | 2,650 | $219.0K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 2,650 | $219.0K | 0.05% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,650 | $219.0K | 0.02% | −61−2.3% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,655 | $219.4K | 0.12% | +96+3.8% | Added |
| Sovran Advisors, LLC | 2,530 | $219.8K | 0.02% | +71+2.9% | Added |
| Hirtle Callaghan & Co LLC | 2,662 | $220.0K | 0.01% | +2,662 | New |
| Acorn Creek Capital LLC | 2,662 | $220.0K | 0.07% | −17−0.6% | Reduced |
| NCM Capital Management, LLC | 2,662 | $220.0K | 0.07% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,668 | $220.5K | 0.01% | +2,668 | New |
| Waller Financial Planning Group, Inc | 2,674 | $221.0K | 0.05% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,675 | $221.1K | 0.06% | −2−0.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,681 | $221.6K | 0.02% | −37−1.4% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,682 | $221.6K | 0.21% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,685 | $221.9K | 0.11% | +2,685 | New |
| Harbour Capital Advisors, LLC | 2,546 | $221.9K | 0.04% | +2,546 | New |
| Spears Abacus Advisors LLC | 2,688 | $222.1K | 0.00% | −159−5.6% | Reduced |
| JB Capital LLC | 2,689 | $222.2K | 0.01% | −27−1.0% | Reduced |
| Cura Wealth Advisors, LLC | 2,691 | $222.4K | 0.09% | +2,691 | New |
| Firethorn Wealth Partners, LLC | 2,692 | $222.5K | 0.07% | +52+2.0% | Added |
| Warren Street Wealth Advisors, LLC | 2,695 | $222.7K | 0.05% | +2,695 | New |
| Beacon Investment Advisors LLC | 2,698 | $223.0K | 0.07% | −10.0% | Reduced |
| Aries Wealth Management | 2,700 | $223.1K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,704 | $223.4K | 0.02% | +657+32.1% | Added |
| Red Reef Advisors LLC | 2,704 | $223.5K | 0.21% | −3,776−58.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,705 | $223.6K | 0.03% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 2,710 | $224.0K | 0.14% | −1,601−37.1% | Reduced |
| Junk Investment Group, LLC | 2,711 | $224.0K | 0.10% | +10+0.4% | Added |
| First Business Financial Services, Inc. | 2,715 | $224.4K | 0.02% | +2,715 | New |
| Green Harvest Asset Management LLC | 2,720 | $224.8K | 0.00% | +158+6.2% | Added |
| Cedar Point Capital Partners, LLC | 2,722 | $224.9K | 0.13% | −585−17.7% | Reduced |
| Asset Allocation Strategies LLC | 2,726 | $225.3K | 0.03% | +5+0.2% | Added |
| Peachtree Investment Partners, LLC | 2,730 | $225.6K | 0.07% | +165+6.4% | Added |
| Skyline Advisors, Inc. | 2,742 | $226.6K | 0.07% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 2,744 | $226.8K | 0.07% | −4,012−59.4% | Reduced |
| Family Wealth Partners, LLC | 2,747 | $227.0K | 0.07% | +2,747 | New |
| SOA Wealth Advisors, LLC. | 2,755 | $227.7K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,765 | $228.5K | 0.04% | +14+0.5% | Added |
| Gratus Wealth Advisors, LLC | 2,766 | $228.6K | 0.03% | −98−3.4% | Reduced |
| Chancellor Financial Group WB LP | 2,771 | $229.0K | 0.14% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2,775 | $229.3K | 0.09% | −976−26.0% | Reduced |
| JPL Wealth Management, LLC | 2,775 | $229.4K | 0.05% | +67+2.5% | Added |
| Veratis Advisors, Inc. | 2,828 | $229.4K | 0.16% | +2,828 | New |
| Spinnaker Investment Group, LLC | 2,778 | $229.6K | 0.04% | +2,778 | New |
| Ethos Financial Group, LLC | 2,743 | $230.1K | 0.02% | −826−23.1% | Reduced |
| BCS Wealth Management | 2,792 | $230.7K | 0.04% | +221+8.6% | Added |
| NewSquare Capital LLC | 2,792 | $230.8K | 0.02% | −49−1.7% | Reduced |
| Trust Co | 2,799 | $231.3K | 0.02% | +1,459+108.9% | Added |
| Willis Investment Counsel | 2,800 | $231.4K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,800 | $231.4K | 0.14% | 00.0% | Unchanged |
| SWP Financial LLC | 2,802 | $231.6K | 0.11% | +114+4.2% | Added |
| Summit Financial Wealth Advisors, LLC | 2,803 | $231.6K | 0.03% | +2,803 | New |
| Bangor Savings Bank | 2,805 | $231.8K | 0.02% | −93−3.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,808 | $232.1K | 0.08% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,811 | $232.3K | 0.09% | −6,810−70.8% | Reduced |
| W Advisors, LLC | 2,813 | $232.5K | 0.11% | 00.0% | Unchanged |
| August Group Capital Ltd | 2,814 | $232.5K | 0.26% | −294−9.5% | Reduced |
| Holistic Financial Partners | 2,814 | $232.5K | 0.14% | −2,558−47.6% | Reduced |
| First Financial Group Corp | 2,818 | $232.9K | 0.17% | +9+0.3% | Added |
| Winch Advisory Services, LLC | 2,826 | $233.6K | 0.05% | +15+0.5% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2,846 | $235.2K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,846 | $235.2K | 0.16% | 00.0% | Unchanged |
| WBI Investments | 2,856 | $236.0K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,864 | $236.7K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,867 | $236.9K | 0.07% | +2+0.1% | Added |
| KWMG, LLC | 2,874 | $237.5K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,875 | $237.6K | 0.09% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 2,876 | $237.7K | 0.16% | +28+1.0% | Added |
| Focused Alpha, LLC | 2,882 | $238.2K | 0.06% | +70+2.5% | Added |
| Mars Jewett Financial Group, Inc. | 2,883 | $238.3K | 0.05% | +2,883 | New |
| Phillips Financial Management, LLC | 2,884 | $238.3K | 0.02% | +2,884 | New |
| Clear Wave Wealth Management LLC | 2,886 | $238.5K | 0.05% | −23−0.8% | Reduced |
| Braun-Bostich & Associates Inc. | 2,888 | $238.7K | 0.13% | −95−3.2% | Reduced |
| Leelyn Smith, LLC | 2,890 | $238.8K | 0.03% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,890 | $238.9K | 0.06% | −2−0.1% | Reduced |
| Eurizon SLJ Capital Ltd | 2,891 | $238.9K | 0.09% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,892 | $239.0K | 0.14% | 00.0% | Unchanged |
| IFC Advisors LLC | 2,898 | $239.5K | 0.03% | +252+9.5% | Added |
| BHK Investment Advisors, LLC | 2,899 | $239.6K | 0.07% | −2,821−49.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,900 | $239.7K | 0.35% | +2,900 | New |
| OneAscent Family Office, LLC | 2,903 | $239.9K | 0.12% | +2,903 | New |
| Edgemoor Investment Advisors, Inc. | 2,904 | $240.0K | 0.02% | −18−0.6% | Reduced |
| Panoramic Capital Partners, LLC | 2,905 | $240.0K | 0.11% | −101−3.4% | Reduced |
| Heritage Wealth Advisors | 2,908 | $240.3K | 0.01% | +987+51.4% | Added |
| GSG Advisors LLC | 2,919 | $241.2K | 0.05% | +7+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 2,920 | $241.3K | 0.01% | +2,920 | New |
| Atwood & Palmer Inc | 2,925 | $241.7K | 0.01% | −73−2.4% | Reduced |
| Integris Wealth Management, LLC | 2,928 | $242.0K | 0.05% | +2,928 | New |
| Canvas Wealth Advisors, LLC | 2,931 | $242.2K | 0.03% | −63−2.1% | Reduced |
| Davis Investment Partners, LLC | 2,937 | $242.7K | 0.07% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 2,940 | $243.0K | 0.18% | 00.0% | Unchanged |
| OceanIQ Capital, LLC | 2,779 | $243.0K | 0.15% | +2,779 | New |
| Sovereign Financial Group, Inc. | 2,954 | $244.1K | 0.04% | −97−3.2% | Reduced |
| Eagle Wealth Advisors LLC | 2,961 | $244.7K | 0.19% | +217+7.9% | Added |