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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 3,354 | $277.1K | 0.01% | +113+3.5% | Added |
| Missouri Trust & Investment Co | 3,208 | $277.4K | 0.08% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,732 | $278.1K | 0.14% | +168+4.7% | Added |
| Core Wealth Partners LLC | 3,373 | $278.7K | 0.12% | +51+1.5% | Added |
| Asset Dedication, LLC | 3,376 | $279.0K | 0.02% | −261−7.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,376 | $279.0K | 0.06% | +3,376 | New |
| HFG Advisors, Inc. | 3,380 | $279.3K | 0.17% | −316−8.5% | Reduced |
| Verus Financial Partners, Inc. | 3,381 | $279.4K | 0.02% | +4+0.1% | Added |
| Consolidated Planning Corp | 3,389 | $280.1K | 0.04% | +44+1.3% | Added |
| Avail Investment Partners, LLC | 3,394 | $280.5K | 0.22% | +3,394 | New |
| Alan B. Lancz & Associates, Inc. | 3,400 | $281.0K | 0.24% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 3,401 | $281.0K | 0.08% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 3,407 | $281.5K | 0.11% | +3,407 | New |
| Sonata Capital Group Inc | 3,415 | $282.2K | 0.09% | −1,000−22.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,422 | $282.8K | 0.09% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,423 | $282.9K | 0.10% | −202−5.6% | Reduced |
| Ullmann Financial Group, Inc. | 3,432 | $283.7K | 0.03% | +120+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,433 | $283.7K | 0.00% | −605−15.0% | Reduced |
| Motive Wealth Advisors | 3,434 | $283.8K | 0.12% | −195−5.4% | Reduced |
| Vistica Wealth Advisors, LLC | 3,436 | $284.0K | 0.25% | −17−0.5% | Reduced |
| Lionshead Wealth Management, LLC | 3,436 | $284.0K | 0.18% | +45+1.3% | Added |
| BSW Wealth Partners | 3,438 | $284.2K | 0.03% | −85−2.4% | Reduced |
| Compass Financial Services Inc | 3,442 | $284.5K | 0.11% | −823−19.3% | Reduced |
| Asset Planning,Inc | 3,446 | $284.8K | 0.18% | +17+0.5% | Added |
| Eagle Bay Advisors LLC | 3,447 | $284.9K | 0.21% | +412+13.6% | Added |
| Consilio Wealth Advisors, LLC | 3,448 | $284.9K | 0.07% | +57+1.7% | Added |
| Private Advisory Group LLC | 3,448 | $284.9K | 0.02% | −537−13.5% | Reduced |
| DB&C Advisors, LLC | 3,453 | $285.4K | 0.31% | +14+0.4% | Added |
| Elevated Financial Group LLC | 3,456 | $285.6K | 0.08% | +701+25.4% | Added |
| Index Fund Advisors, Inc. | 3,467 | $286.5K | 0.01% | +116+3.5% | Added |
| Sprinkle Financial Consultants LLC | 3,473 | $287.0K | 0.11% | 00.0% | Unchanged |
| Tillman Hartley LLC | 3,482 | $287.8K | 0.06% | −783−18.4% | Reduced |
| Northstar Group, Inc. | 3,482 | $287.8K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,489 | $288.3K | 0.06% | +6+0.2% | Added |
| McMill Wealth Management | 3,491 | $288.5K | 0.07% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,496 | $288.9K | 0.04% | −3−0.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,499 | $289.2K | 0.05% | −80−2.2% | Reduced |
| Custom Index Systems, LLC | 3,500 | $289.2K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,501 | $289.3K | 0.18% | −110−3.0% | Reduced |
| Financial Security Advisor, Inc. | 3,510 | $290.0K | 0.05% | −175−4.7% | Reduced |
| RKL Wealth Management LLC | 3,513 | $290.3K | 0.02% | −176−4.8% | Reduced |
| Colonial Trust Advisors | 3,520 | $290.9K | 0.02% | −223−6.0% | Reduced |
| BetterWealth, LLC | 3,526 | $291.4K | 0.05% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,537 | $292.0K | 0.01% | +67+1.9% | Added |
| Wedgewood Investors Inc | 3,543 | $292.8K | 0.30% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,548 | $293.0K | 0.02% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 3,548 | $293.2K | 0.07% | +3,548 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,553 | $293.6K | 0.04% | −475−11.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,555 | $293.8K | 0.03% | +3,555 | New |
| Wealthquest Corp | 3,556 | $293.9K | 0.02% | +81+2.3% | Added |
| Stonebridge Financial Group, LLC | 3,558 | $294.0K | 0.02% | −2−0.1% | Reduced |
| Trustmark National Bank Trust Department | 3,560 | $294.2K | 0.02% | −452−11.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,041 | $294.9K | 0.09% | −455−13.0% | Reduced |
| Affinity Capital Advisors, LLC | 3,376 | $295.3K | 0.04% | −8−0.2% | Reduced |
| Navis Wealth Advisors, LLC | 3,575 | $295.4K | 0.11% | −5−0.1% | Reduced |
| Rise Advisors, LLC | 3,591 | $296.8K | 0.08% | +207+6.1% | Added |
| Cannon Financial Strategists, Inc. | 3,600 | $297.5K | 0.03% | +3,600 | New |
| United Advisor Group, LLC | 3,601 | $297.6K | 0.03% | −389−9.7% | Reduced |
| Clear Creek Financial Management, LLC | 3,603 | $297.8K | 0.02% | −32−0.9% | Reduced |
| Verity & Verity, LLC | 3,605 | $297.9K | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 3,619 | $299.1K | 0.04% | +516+16.6% | Added |
| Trust Co of the South | 3,621 | $299.2K | 0.04% | +1,091+43.1% | Added |
| Nolet Wealth Management, LLC | 3,622 | $299.3K | 0.17% | −4−0.1% | Reduced |
| Five Oceans Advisors | 3,625 | $299.6K | 0.10% | +125+3.6% | Added |
| D'Orazio & Associates, Inc. | 3,633 | $300.2K | 0.03% | +135+3.9% | Added |
| Werba Rubin Papier Wealth Management | 3,635 | $300.4K | 0.04% | −659−15.3% | Reduced |
| TCI Wealth Advisors, Inc. | 3,644 | $301.1K | 0.01% | −557−13.3% | Reduced |
| Principal Street Partners, LLC | 3,647 | $301.4K | 0.04% | −503−12.1% | Reduced |
| Knightsbridge Asset Management, LLC | 3,658 | $302.3K | 0.04% | +3,658 | New |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $302.5K | 0.21% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,664 | $302.8K | 0.07% | +17+0.5% | Added |
| Trust Co of Virginia | 3,665 | $302.9K | 0.02% | +64+1.8% | Added |
| Ambassador Advisors, LLC | 3,665 | $302.9K | 0.04% | +3,665 | New |
| Hazlett, Burt & Watson, Inc. | 3,678 | $303.0K | 0.08% | −79−2.1% | Reduced |
| JGP Wealth Management, LLC | 3,667 | $303.0K | 0.03% | −377−9.3% | Reduced |
| Beck Mack & Oliver LLC | 3,682 | $304.3K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,691 | $305.1K | 0.08% | +75+2.1% | Added |
| Northland Securities, Inc. | 3,700 | $305.8K | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,715 | $307.0K | 0.02% | +238+6.8% | Added |
| Kerr Financial Planning Corp | 3,718 | $307.2K | 0.34% | +15+0.4% | Added |
| Madson Wealth Advisors Inc | 3,718 | $307.3K | 0.21% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,723 | $307.7K | 0.15% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,726 | $307.9K | 0.13% | −36−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 3,726 | $307.9K | 0.07% | +21+0.6% | Added |
| TCP Asset Management, LLC | 3,736 | $308.7K | 0.04% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,738 | $308.9K | 0.02% | +2+0.1% | Added |
| Powers Advisory Group, LLC | 3,739 | $309.0K | 0.10% | +226+6.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,739 | $309.0K | 0.01% | −3,550−48.7% | Reduced |
| X-Square Capital, LLC | 3,745 | $309.0K | 0.08% | +6+0.2% | Added |
| Quantessence Capital LLC | 3,754 | $310.2K | 0.91% | +3,754 | New |
| GDS Wealth Management | 3,757 | $310.5K | 0.01% | +591+18.7% | Added |
| StoryOne LLC | 3,766 | $311.2K | 0.15% | +3,766 | Added |
| Grove Street Fiduciary, LLC | 3,766 | $311.2K | 0.13% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,772 | $311.7K | 0.10% | 00.0% | Unchanged |
| Vicus Capital | 3,774 | $311.9K | 0.02% | −117−3.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,775 | $312.0K | 0.06% | +56+1.5% | Added |
| Laraway Financial Inc | 3,789 | $313.1K | 0.19% | +4+0.1% | Added |
| ERn Financial, LLC | 3,799 | $313.9K | 0.05% | +1,217+47.1% | Added |
| Westhampton Capital, LLC | 3,800 | $314.0K | 0.13% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,804 | $314.4K | 0.07% | −78−2.0% | Reduced |