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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 2,961 | $244.7K | 0.02% | −243−7.6% | Reduced |
| BNC Wealth Management, LLC | 2,966 | $245.1K | 0.06% | −250−7.8% | Reduced |
| Bank of Hawaii | 2,968 | $245.3K | 0.01% | −77−2.5% | Reduced |
| NTV Asset Management LLC | 2,968 | $245.3K | 0.02% | −9−0.3% | Reduced |
| von Borstel & Associates, Inc. | 2,994 | $247.0K | 0.05% | +21+0.7% | Added |
| Prelude Capital Management, LLC | 2,991 | $247.2K | 0.02% | +69+2.4% | Added |
| EJMK Ventures LLC | 2,992 | $247.3K | 0.11% | +2,992 | New |
| Torray LLC | 3,000 | $247.9K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $247.9K | 0.05% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 3,000 | $247.9K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 3,000 | $247.9K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 3,000 | $247.9K | 0.13% | 00.0% | Unchanged |
| Ames National Corp | 3,000 | $247.9K | 0.14% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 2,988 | $248.1K | 0.03% | −755−20.2% | Reduced |
| Beto Financial Group, LLC | 2,879 | $248.5K | 0.13% | +102+3.7% | Added |
| Hengehold Capital Management LLC | 3,009 | $248.6K | 0.02% | +83+2.8% | Added |
| Apriem Advisors | 3,015 | $249.2K | 0.02% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 3,024 | $249.9K | 0.07% | −118−3.8% | Reduced |
| Powell Investment Advisors, LLC | 3,026 | $250.1K | 0.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,033 | $250.7K | 0.07% | +3,033 | New |
| McLean Asset Management Corp | 2,905 | $251.1K | 0.03% | −86−2.9% | Reduced |
| AMG Asset Management Group, Inc. | 3,042 | $251.4K | 0.16% | +147+5.1% | Added |
| Flagship Wealth Advisors, LLC | 3,056 | $252.5K | 0.06% | +500+19.6% | Added |
| Paragon Private Wealth Management, LLC | 3,062 | $253.1K | 0.07% | −601−16.4% | Reduced |
| Walsh & Associates, LLC | 3,067 | $253.5K | 0.21% | −106−3.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,069 | $253.7K | 0.05% | −679−18.1% | Reduced |
| Northern Capital Management, Inc. | 3,084 | $254.9K | 0.11% | 00.0% | Unchanged |
| Abound Financial, LLC | 3,090 | $255.4K | 0.10% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 3,096 | $255.9K | 0.21% | +3,096 | New |
| Scott Capital Advisors, LLC | 3,098 | $256.0K | 0.04% | −31−1.0% | Reduced |
| German American Bancorp, Inc. | 3,103 | $256.4K | 0.02% | +3,103 | New |
| International Private Wealth Advisors LLC | 3,104 | $256.5K | 0.13% | +3+0.1% | Added |
| North Capital, Inc. | 3,104 | $256.6K | 0.19% | −1,881−37.7% | Reduced |
| Central Valley Advisors, LLC | 3,107 | $256.7K | 0.07% | −117−3.6% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 3,111 | $257.1K | 0.17% | +357+13.0% | Added |
| Heartwood Wealth Advisors LLC | 3,120 | $257.8K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,123 | $258.0K | 0.05% | −1,910−37.9% | Reduced |
| Hummer Financial Advisory Services Inc | 3,126 | $258.3K | 0.17% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 3,127 | $258.5K | 0.06% | −111−3.4% | Reduced |
| Watershed Private Wealth LLC | 3,133 | $258.9K | 0.07% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 3,139 | $259.5K | 0.03% | +3,139 | New |
| MKT Advisors LLC | 2,979 | $259.8K | 0.08% | −226−7.1% | Reduced |
| Hamilton Capital, LLC | 3,148 | $260.1K | 0.01% | +3,148 | New |
| Juncture Wealth Strategies, LLC | 3,148 | $260.2K | 0.07% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 3,151 | $260.4K | 0.03% | −862−21.5% | Reduced |
| Centerpoint Advisory Group | 3,159 | $261.1K | 0.17% | −1,000−24.0% | Reduced |
| Forza Wealth Management, LLC | 3,164 | $261.5K | 0.08% | 00.0% | Unchanged |
| Ironwood Financial, llc | 2,985 | $261.7K | 0.04% | +10.0% | Added |
| 4WEALTH Advisors, Inc. | 3,137 | $262.0K | 0.20% | −3−0.1% | Reduced |
| Simon Quick Advisors, LLC | 3,180 | $262.8K | 0.01% | +219+7.4% | Added |
| Blue Fin Capital, Inc. | 3,181 | $262.9K | 0.04% | +10.0% | Added |
| Owl Creek Wealth Partners LLC | 3,184 | $263.1K | 0.08% | +81+2.6% | Added |
| Aletheian Wealth Advisors LLC | 3,184 | $263.1K | 0.11% | +374+13.3% | Added |
| Sutton Place Investors LLC | 3,185 | $263.2K | 0.13% | −53−1.6% | Reduced |
| Advisory Solutions Group, LLC | 3,187 | $263.4K | 0.09% | +3,187 | New |
| Finer Wealth Management, Inc. | 3,187 | $263.4K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,187 | $263.4K | 0.06% | 00.0% | Unchanged |
| City State Bank | 3,189 | $263.5K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 3,193 | $263.9K | 0.06% | +132+4.3% | Added |
| SFE Investment Counsel | 3,195 | $264.0K | 0.04% | −273−7.9% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $264.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,021 | $264.3K | 0.04% | +16+0.5% | Added |
| Kearns & Associates LLC | 3,200 | $264.4K | 0.12% | −2,050−39.0% | Reduced |
| Bell Investment Advisors, Inc | 3,204 | $264.8K | 0.04% | +446+16.2% | Added |
| MinichMacGregor Wealth Management, LLC | 3,212 | $265.4K | 0.04% | −200−5.9% | Reduced |
| Axiom Financial Strategies, LLC | 3,217 | $265.9K | 0.08% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,225 | $266.5K | 0.05% | 00.0% | Unchanged |
| Parkway Wealth Management Group, LLC | 3,227 | $266.7K | 0.03% | −470−12.7% | Reduced |
| Hoxton Planning & Management, LLC | 3,227 | $266.7K | 0.07% | −22−0.7% | Reduced |
| Johnson Financial Group, LLC | 3,229 | $266.8K | 0.01% | +3,229 | New |
| Greenwich Wealth Management LLC | 3,234 | $267.0K | 0.01% | −46−1.4% | Reduced |
| Avenue 1 Advisors, LLC | 3,234 | $267.3K | 0.07% | −112−3.3% | Reduced |
| EdgeRock Capital LLC | 3,246 | $268.2K | 0.06% | −978−23.2% | Reduced |
| Shelter Rock Management, LLC | 3,248 | $268.4K | 0.26% | +19+0.6% | Added |
| Builder Investment Group Inc | 3,250 | $268.6K | 0.05% | 00.0% | Unchanged |
| Black Swift Group, LLC | 3,250 | $268.6K | 0.04% | +3,250 | New |
| Symmetry Partners, LLC | 3,253 | $268.9K | 0.01% | +418+14.7% | Added |
| Paragon Capital Management Ltd | 3,256 | $269.1K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 3,260 | $269.4K | 0.08% | +89+2.8% | Added |
| Guyasuta Investment Advisors Inc | 3,264 | $269.8K | 0.01% | +2+0.1% | Added |
| Claret Asset Management Corp | 3,266 | $270.0K | 0.03% | −25−0.8% | Reduced |
| Hara Capital LLC | 3,273 | $270.5K | 0.14% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,279 | $270.9K | 0.01% | +1,452+79.5% | Added |
| Matauro, LLC | 3,287 | $271.6K | 0.04% | −408−11.0% | Reduced |
| Blalock Williams, LLC | 3,288 | $271.7K | 0.18% | +199+6.4% | Added |
| Eagle Wealth Strategies LLC | 3,290 | $271.9K | 0.10% | −140−4.1% | Reduced |
| Invenio Wealth Partners LLC | 3,295 | $272.3K | 0.10% | −11−0.3% | Reduced |
| Legend Capital Advisors LLC | 3,300 | $272.7K | 0.15% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 3,309 | $273.4K | 0.06% | +3,309 | New |
| Pennington Partners & Co., LLC | 3,313 | $273.8K | 0.09% | +3,313 | New |
| KG&L Capital Management,LLC | 3,313 | $273.8K | 0.16% | −4,350−56.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3,318 | $274.0K | 0.03% | −196−5.6% | Reduced |
| Penserra Capital Management LLC | 3,350 | $275.0K | 0.00% | +114+3.5% | Added |
| Wilian Securities, LLC | 3,337 | $275.8K | 0.16% | −68−2.0% | Reduced |
| Yukon Wealth Management, Inc. | 3,343 | $276.3K | 0.08% | +3,343 | New |
| Graham Capital Management, L.P. | 3,344 | $276.3K | 0.01% | +2,805+520.4% | Added |
| Johnson Wealth Management, LLC | 3,351 | $276.9K | 0.12% | +85+2.6% | Added |
| ESL Trust Services, LLC | 3,352 | $277.0K | 0.05% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 3,353 | $277.1K | 0.17% | +3,353 | New |
| Solidarilty Wealth, LLC | 3,353 | $277.1K | 0.05% | −23−0.7% | Reduced |