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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 4,280 | $353.7K | 0.01% | +1,191+38.6% | Added |
| 10Elms LLP | 4,281 | $353.8K | 0.15% | +310+7.8% | Added |
| Mokosak Advisory Group, LLC | 4,285 | $354.1K | 0.08% | +21+0.5% | Added |
| Romano Brothers and Company | 4,285 | $354.1K | 0.04% | +38+0.9% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $354.9K | 0.11% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 4,294 | $354.9K | 0.27% | +324+8.2% | Added |
| Myriad Asset Management US LP | 4,290 | $355.0K | 0.49% | −248−5.5% | Reduced |
| Ballast, Inc. | 4,303 | $355.6K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,308 | $356.0K | 0.04% | +349+8.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,314 | $356.5K | 0.14% | +14+0.3% | Added |
| Gilliland Jeter Wealth Management LLC | 4,317 | $356.8K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4,342 | $358.0K | 0.13% | +8+0.2% | Added |
| Orographic Financial Advisors, LLC | 4,030 | $358.0K | 0.24% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,342 | $358.8K | 0.01% | −5−0.1% | Reduced |
| Impact Capital Partners LLC | 4,343 | $358.9K | 0.10% | −20.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,350 | $359.5K | 0.08% | −986−18.5% | Reduced |
| Frederick Financial Consultants, LLC | 4,353 | $359.8K | 0.15% | −427−8.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 4,362 | $360.5K | 0.28% | +284+7.0% | Added |
| Kondo Wealth Advisors, Inc. | 4,366 | $360.8K | 0.12% | +22+0.5% | Added |
| Leuthold Group, LLC | 4,368 | $361.0K | 0.04% | +34+0.8% | Added |
| Granite Islands Private Wealth, LLC | 4,375 | $361.6K | 0.27% | −389−8.2% | Reduced |
| Koenig Investment Advisory, LLC | 4,380 | $362.0K | 0.28% | 00.0% | Unchanged |
| Tenet Wealth Partners, LLC | 4,148 | $362.0K | 0.27% | +4,148 | New |
| Circle Wealth Management, LLC | 4,383 | $362.2K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 4,390 | $362.8K | 0.13% | +940+27.2% | Added |
| Stronghold Wealth Management L.L.C. | 4,395 | $363.2K | 0.49% | +35+0.8% | Added |
| Arrow Financial Corp | 4,399 | $363.5K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 4,400 | $363.6K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,402 | $363.8K | 0.04% | +114+2.7% | Added |
| Millennium Capital Advisors, LLC | 4,410 | $364.4K | 0.20% | −500−10.2% | Reduced |
| Professional Financial Advisors, LLC | 4,410 | $364.5K | 0.06% | −102−2.3% | Reduced |
| DecisionMap Wealth Management, LLC | 4,411 | $364.5K | 0.20% | +558+14.5% | Added |
| Partners Wealth Management, LLC | 4,417 | $365.0K | 0.36% | 00.0% | Unchanged |
| Camden National Bank | 4,418 | $365.1K | 0.05% | +242+5.8% | Added |
| First American Bank | 4,422 | $365.4K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,422 | $365.5K | 0.04% | +126+2.9% | Added |
| Caldwell Sutter Capital, Inc. | 4,424 | $365.6K | 0.14% | −123−2.7% | Reduced |
| Wealth Management Associates, Inc. | 4,428 | $366.0K | 0.10% | +4+0.1% | Added |
| Narwhal Capital Management | 4,431 | $366.2K | 0.03% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,438 | $366.8K | 0.13% | +6+0.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,443 | $367.2K | 0.01% | −917−17.1% | Reduced |
| Mosley Wealth Management | 4,448 | $367.6K | 0.12% | +4,239+2,028.2% | Added |
| Southland Equity Partners LLC | 4,450 | $367.7K | 0.06% | +7+0.2% | Added |
| Byrne Asset Management LLC | 4,453 | $368.0K | 0.20% | −852−16.1% | Reduced |
| Sawgrass Asset Management LLC | 4,454 | $368.1K | 0.05% | −3,537−44.3% | Reduced |
| Chesapeake Wealth Management | 4,460 | $368.6K | 0.10% | +206+4.8% | Added |
| Embree Financial Group | 4,465 | $369.0K | 0.04% | +89+2.0% | Added |
| Goldstein Advisors, LLC | 4,471 | $369.5K | 0.03% | +999+28.8% | Added |
| Legacy Wealth Advisors, LLC | 4,474 | $369.7K | 0.16% | +122+2.8% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,478 | $370.1K | 0.04% | −350−7.2% | Reduced |
| Check Capital Management Inc | 4,483 | $370.5K | 0.02% | +70+1.6% | Added |
| Sargent Investment Group, LLC | 4,486 | $370.7K | 0.04% | +66+1.5% | Added |
| Perfromance Wealth Partners, LLC | 4,492 | $371.2K | 0.01% | +4,492 | New |
| Cogent Private Wealth, Inc. | 4,498 | $371.7K | 0.23% | −232−4.9% | Reduced |
| Warwick Investment Management, Inc. | 4,501 | $372.0K | 0.04% | −1,532−25.4% | Reduced |
| May Hill Capital, LLC | 4,504 | $372.2K | 0.08% | −44−1.0% | Reduced |
| Genesis Financial Group, LLC | 4,505 | $372.3K | 0.24% | +4,505 | New |
| LeConte Wealth Management, LLC | 4,507 | $372.5K | 0.20% | +130+3.0% | Added |
| Private Wealth Group, LLC | 4,514 | $373.1K | 0.14% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,523 | $373.8K | 0.24% | +483+12.0% | Added |
| Johnson & White Wealth Management, LLC | 4,524 | $373.8K | 0.14% | +68+1.5% | Added |
| Alliance Wealth Advisors, LLC | 4,531 | $374.5K | 0.07% | −301−6.2% | Reduced |
| Van Hulzen Asset Management, LLC | 4,531 | $374.5K | 0.03% | −182−3.9% | Reduced |
| Ariadne Wealth Management, LP | 4,533 | $374.6K | 0.17% | +1,372+43.4% | Added |
| O'Rourke & Company, Inc | 4,543 | $375.5K | 0.13% | +3+0.1% | Added |
| Concentrum Wealth Management | 4,552 | $376.2K | 0.09% | +151+3.4% | Added |
| DV Trading LLC | 4,559 | $376.8K | 0.03% | −2,988−39.6% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $376.8K | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,561 | $376.9K | 0.05% | +5+0.1% | Added |
| Golden State Wealth Management, LLC | 4,565 | $377.3K | 0.03% | +111+2.5% | Added |
| Carrera Capital Advisors | 4,569 | $377.6K | 0.06% | −6,056−57.0% | Reduced |
| Talisman Wealth Advisors LLC | 4,575 | $378.1K | 0.29% | +10+0.2% | Added |
| MJP Associates Inc | 4,595 | $379.7K | 0.04% | +796+21.0% | Added |
| Diesslin Group, Inc. | 4,632 | $382.8K | 0.15% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 4,639 | $383.4K | 0.16% | −1,448−23.8% | Reduced |
| Cardinal Point Capital Management, ULC | 4,650 | $384.3K | 0.02% | −2,795−37.5% | Reduced |
| Strategic Planning Group, LLC | 4,658 | $385.0K | 0.04% | −207−4.3% | Reduced |
| Quantum Financial Partners LLC | 4,660 | $385.1K | 0.20% | +4,660 | New |
| MEMBERS Trust Co | 4,664 | $385.4K | 0.01% | −1,200−20.5% | Reduced |
| Eagle Harbor Asset Management Inc | 4,677 | $386.5K | 0.31% | +20.0% | Added |
| Prairiewood Capital, LLC | 4,698 | $388.2K | 0.10% | +105+2.3% | Added |
| Fullerton Fund Management Co Ltd. | 4,702 | $388.6K | 0.02% | +4,702 | New |
| Prairie Wealth Advisors, Inc. | 0 | $388.8K | 0.09% | 0 | New |
| Bernardo Wealth Planning LLC | 4,706 | $388.9K | 0.07% | +196+4.3% | Added |
| Intrust Bank NA | 4,711 | $389.4K | 0.03% | −608−11.4% | Reduced |
| RW Investment Management LLC | 4,713 | $389.5K | 0.03% | −550−10.5% | Reduced |
| Register Financial Advisors LLC | 4,720 | $390.1K | 0.12% | −1,019−17.8% | Reduced |
| North Berkeley Wealth Management, LLC | 4,727 | $390.6K | 0.16% | −25−0.5% | Reduced |
| Bruce G. Allen Investments, LLC | 4,745 | $392.1K | 0.25% | −92−1.9% | Reduced |
| AA Financial Advisors, LLC | 4,751 | $392.6K | 0.05% | −186−3.8% | Reduced |
| Duncker Streett & Co Inc | 4,756 | $393.0K | 0.07% | −101−2.1% | Reduced |
| Avion Wealth | 4,797 | $396.0K | 0.07% | +126+2.7% | Added |
| Hunter Associates Investment Management LLC | 4,802 | $396.0K | 0.05% | +4,802 | New |
| Cypress Capital Group | 4,793 | $396.1K | 0.04% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,805 | $397.1K | 0.11% | +1,435+42.6% | Added |
| Old Mission Investment Co LLC | 4,818 | $398.1K | 0.08% | +102+2.2% | Added |
| Maia Wealth LLC | 4,827 | $398.9K | 0.06% | −1,040−17.7% | Reduced |
| Buckhead Capital Management LLC | 4,829 | $399.1K | 0.14% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,838 | $399.8K | 0.25% | −295−5.7% | Reduced |
| Laurion Capital Management LP | 4,841 | $400.1K | 0.03% | +4,841 | New |