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 |
|---|---|---|---|---|---|
| Cannon Wealth Management Services, LLC | 3,807 | $314.6K | 0.17% | +81+2.2% | Added |
| Great Waters Wealth Management | 3,811 | $314.9K | 0.03% | −121−3.1% | Reduced |
| Advus Financial Partners, LLC | 3,813 | $315.1K | 0.07% | −171−4.3% | Reduced |
| Arvest Investments, Inc. | 3,818 | $315.5K | 0.04% | −19−0.5% | Reduced |
| United Wealth Management, LLC | 3,818 | $315.5K | 0.07% | 00.0% | Unchanged |
| Petix & Botte Co | 3,828 | $316.3K | 0.06% | +1,914+100.0% | Added |
| Fortis Capital Management LLC | 3,828 | $316.4K | 0.04% | +587+18.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,829 | $316.4K | 0.02% | −24−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 3,830 | $316.5K | 0.17% | −9,217−70.6% | Reduced |
| HRC Wealth Management, LLC | 3,836 | $317.0K | 0.13% | +10.0% | Added |
| Cottonwood Capital Advisors, LLC | 3,837 | $317.1K | 0.19% | +3+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,838 | $317.2K | 0.19% | −58−1.5% | Reduced |
| Adelphi Trust Co | 3,841 | $317.4K | 0.21% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 3,851 | $318.2K | 0.15% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 3,854 | $318.5K | 0.05% | −2,526−39.6% | Reduced |
| Kera Capital Partners, Inc. | 3,869 | $319.7K | 0.03% | +569+17.2% | Added |
| Retirement Planning Group | 3,872 | $320.0K | 0.01% | +345+9.8% | Added |
| 49 Wealth Management, LLC | 3,873 | $320.0K | 0.06% | −1,833−32.1% | Reduced |
| Alongside, LLC | 3,873 | $320.0K | 0.06% | +3,873 | New |
| Swan Global Investments, LLC | 3,873 | $320.1K | 0.01% | +1,161+42.8% | Added |
| Parkwoods Wealth Partners, LLC | 3,880 | $320.6K | 0.05% | +3,880 | New |
| Accelerate Investment Advisors LLC | 3,881 | $320.8K | 0.18% | +40+1.0% | Added |
| Linscomb & Williams, Inc. | 3,888 | $321.3K | 0.01% | −5,522−58.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,888 | $321.3K | 0.04% | +80+2.1% | Added |
| Madrona Financial Services, LLC | 3,892 | $321.7K | 0.06% | −6−0.2% | Reduced |
| SlateStone Wealth, LLC | 3,893 | $322.0K | 0.02% | −3,274−45.7% | Reduced |
| Marietta Investment Partners LLC | 3,900 | $322.3K | 0.06% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,901 | $322.4K | 0.03% | −193−4.7% | Reduced |
| Financial Network Wealth Advisors LLC | 3,907 | $322.9K | 0.33% | +35+0.9% | Added |
| Bill Few Associates, Inc. | 3,915 | $323.5K | 0.07% | −448−10.3% | Reduced |
| Basepoint Wealth LLC | 3,917 | $323.7K | 0.19% | −2,261−36.6% | Reduced |
| Crewe Advisors LLC | 3,918 | $323.8K | 0.02% | +360+10.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,921 | $324.0K | 0.04% | −15−0.4% | Reduced |
| Inceptionr LLC | 3,922 | $324.1K | 0.08% | −15,639−79.9% | Reduced |
| Security National Bank of So Dak | 3,927 | $324.5K | 0.15% | 00.0% | Unchanged |
| Schiavi & Co LLC | 2,866 | $324.6K | 0.09% | −250−8.0% | Reduced |
| Granite Harbor Advisors, Inc. | 3,934 | $325.1K | 0.13% | −16−0.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,936 | $325.3K | 0.07% | +688+21.2% | Added |
| Donaldson Capital Management, LLC | 3,952 | $326.6K | 0.01% | +105+2.7% | Added |
| McMillan Office, Inc. | 3,978 | $328.7K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,999 | $330.5K | 0.05% | +3,999 | New |
| United Bank | 4,000 | $330.6K | 0.04% | 00.0% | Unchanged |
| Dempze Nancy E | 4,000 | $330.6K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $330.6K | 0.14% | 00.0% | Unchanged |
| Kure Advisory, LLC | 4,002 | $330.7K | 0.16% | +38+1.0% | Added |
| James Hambro & Partners | 4,019 | $332.2K | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,024 | $332.6K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 4,035 | $333.5K | 0.02% | −41−1.0% | Reduced |
| Weinberger Asset Management, Inc | 3,860 | $333.7K | 0.11% | −60−1.5% | Reduced |
| CMG Global Holdings, LLC | 4,038 | $333.7K | 0.14% | −539−11.8% | Reduced |
| South Plains Financial, Inc. | 4,047 | $334.4K | 0.18% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 4,048 | $334.5K | 0.03% | 00.0% | Unchanged |
| KWB Wealth | 4,051 | $334.8K | 0.03% | −1,148−22.1% | Reduced |
| Albion Financial Group | 4,052 | $334.9K | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,057 | $335.3K | 0.02% | 00.0% | Unchanged |
| Next Level Private LLC | 4,057 | $335.3K | 0.07% | +26+0.6% | Added |
| ABN AMRO Bank N.V. | 4,067 | $335.5K | 0.00% | +67+1.7% | Added |
| Paul Damon & Associates, Inc. | 4,061 | $335.6K | 0.13% | −131−3.1% | Reduced |
| New World Advisors LLC | 4,069 | $336.3K | 0.06% | +613+17.7% | Added |
| Investment Advisory Group, LLC | 4,072 | $336.5K | 0.07% | +196+5.1% | Added |
| Centurion Wealth Management LLC | 4,077 | $336.9K | 0.08% | −126−3.0% | Reduced |
| Landing Point Financial Group, LLC | 4,087 | $337.7K | 0.11% | −44−1.1% | Reduced |
| Wall Street Financial Group, Inc. | 4,088 | $337.8K | 0.18% | +907+28.5% | Added |
| WealthPoint Financial, LLC | 4,092 | $338.1K | 0.25% | +160+4.1% | Added |
| Capital Management Associates, Inc | 4,095 | $338.4K | 0.07% | −97−2.3% | Reduced |
| BXM Wealth LLC | 4,097 | $338.6K | 0.18% | +773+23.3% | Added |
| Levin Capital Strategies, L.P. | 4,100 | $338.8K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $338.8K | 0.16% | 00.0% | Unchanged |
| Payden & Rygel | 4,100 | $339.0K | 0.03% | +4,100 | New |
| Swiss Re Ltd | 4,111 | $339.7K | 0.03% | +3,792+1,188.7% | Added |
| Black Diamond Financial, LLC | 4,116 | $340.1K | 0.03% | −282−6.4% | Reduced |
| Foresight Global Investors, Inc. | 4,117 | $340.2K | 0.21% | 00.0% | Unchanged |
| Lawood & Co | 4,118 | $340.3K | 0.23% | 00.0% | Unchanged |
| GFS Advisors, LLC | 59 | $343.0K | 0.04% | −4,091−98.6% | Reduced |
| Brady Family Wealth, LLC | 4,153 | $343.2K | 0.10% | +10.0% | Added |
| Towerpoint Wealth, LLC | 4,153 | $343.2K | 0.12% | −96−2.3% | Reduced |
| Gould Asset Management LLC | 4,157 | $343.5K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,162 | $343.9K | 0.07% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 4,170 | $344.6K | 0.21% | +30+0.7% | Added |
| Aviance Capital Partners, LLC | 4,179 | $345.3K | 0.04% | −100−2.3% | Reduced |
| Ellis Investment Partners, LLC | 4,179 | $345.4K | 0.05% | +8+0.2% | Added |
| Vista Private Wealth Partners. LLC | 3,889 | $345.4K | 0.11% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 4,182 | $345.6K | 0.28% | +4,182 | New |
| Michels Family Financial, LLC | 4,187 | $346.0K | 0.22% | +64+1.6% | Added |
| Oakworth Capital, Inc. | 4,169 | $347.0K | 0.02% | +773+22.8% | Added |
| American Trust | 4,203 | $347.3K | 0.03% | −20−0.5% | Reduced |
| BCV Asset Management Inc. | 4,155 | $347.7K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,209 | $347.8K | 0.07% | −207−4.7% | Reduced |
| Cornerstone Select Advisors, LLC | 4,211 | $348.0K | 0.15% | +4,211 | New |
| Grove Bank & Trust | 4,217 | $348.5K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,223 | $349.0K | 0.03% | +175+4.3% | Added |
| Heritage Wealth Management, Inc. | 4,232 | $349.8K | 0.09% | +4,232 | New |
| S Harris Financial Group, LLC | 4,233 | $349.9K | 0.27% | +183+4.5% | Added |
| Seeds Investor LLC | 4,239 | $350.3K | 0.04% | −197−4.4% | Reduced |
| GW&K Investment Management, LLC | 4,245 | $351.0K | 0.00% | −218−4.9% | Reduced |
| P.A.W. Capital Corp | 4,250 | $351.2K | 0.27% | −350−7.6% | Reduced |
| Duncan Williams Asset Management, LLC | 4,251 | $351.3K | 0.08% | −19−0.4% | Reduced |
| Invera Wealth Advisors, LLC | 4,253 | $351.5K | 0.19% | +4,253 | New |
| PFC Capital Group, Inc. | 4,265 | $352.0K | 0.14% | −2,150−33.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,276 | $353.4K | 0.03% | −491−10.3% | Reduced |