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 |
|---|---|---|---|---|---|
| Sherman Asset Management, Inc. | 1,729 | $142.9K | 0.11% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,754 | $145.0K | 0.03% | +91+5.5% | Added |
| Ameriflex Group, Inc. | 1,763 | $145.7K | 0.06% | −431−19.6% | Reduced |
| Cornerstone Planning Group LLC | 1,696 | $146.6K | 0.02% | −76−4.3% | Reduced |
| Osterweis Capital Management Inc | 1,783 | $147.3K | 0.01% | −2,524−58.6% | Reduced |
| Prosperity Bancshares Inc | 1,788 | $147.8K | 0.10% | −1,627−47.6% | Reduced |
| Westside Investment Management, Inc. | 1,793 | $148.2K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,807 | $149.4K | 0.01% | −11,877−86.8% | Reduced |
| Rossby Financial, LCC | 1,811 | $149.7K | 0.03% | −147−7.5% | Reduced |
| Private Wealth Management Group, LLC | 1,813 | $149.8K | 0.03% | +1,021+128.9% | Added |
| Evelyn Partners Group Ltd | 1,836 | $151.7K | 0.00% | +1,836 | New |
| Prestige Wealth Management Group LLC | 1,852 | $153.1K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,863 | $154.0K | 0.01% | −51−2.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $158.0K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 1,912 | $158.0K | 0.10% | +1,912 | New |
| Community Financial Services Group, LLC | 1,869 | $160.6K | 0.02% | −52−2.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,966 | $162.5K | 0.01% | −369−15.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,968 | $162.6K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,969 | $162.7K | 0.01% | −6−0.3% | Reduced |
| REAP Financial Group, LLC | 1,982 | $163.8K | 0.03% | −29−1.4% | Reduced |
| AXS Investments LLC | 1,982 | $163.8K | 0.05% | −598−23.2% | Reduced |
| Creative Financial Designs Inc | 1,990 | $164.4K | 0.01% | +341+20.7% | Added |
| Cohen & Steers, Inc. | 2,000 | $165.0K | 0.00% | −1,500−42.9% | Reduced |
| United Community Bank | 1,998 | $165.1K | 0.05% | +215+12.1% | Added |
| Heartland Advisors Inc | 2,000 | $165.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,008 | $165.9K | 0.05% | +1,458+265.1% | Added |
| Beaird Harris Wealth Management, LLC | 2,020 | $166.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,035 | $168.0K | 0.02% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $168.3K | 0.12% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $168.3K | 0.11% | 00.0% | Unchanged |
| Abound Wealth Management | 2,041 | $168.7K | 0.03% | −475−18.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,046 | $169.1K | 0.01% | −1,980−49.2% | Reduced |
| Financial Management Professionals, Inc. | 2,119 | $175.1K | 0.02% | +586+38.2% | Added |
| Wellington Shields & Co., LLC | 2,138 | $176.7K | 0.04% | 00.0% | Unchanged |
| BNP Paribas | 2,159 | $178.2K | 0.00% | −742−25.6% | Reduced |
| Atlas Capital Advisors LLC | 2,162 | $178.7K | 0.02% | +1,224+130.5% | Added |
| Gables Capital Management Inc. | 2,200 | $181.8K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 2,209 | $182.6K | 0.06% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,231 | $184.4K | 0.02% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 2,270 | $187.6K | 0.01% | −122−5.1% | Reduced |
| Chilton Capital Management LLC | 2,279 | $188.3K | 0.01% | −140−5.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,295 | $189.7K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,321 | $191.8K | 0.02% | −125−5.1% | Reduced |
| Key Financial Inc | 2,325 | $192.1K | 0.03% | +412+21.5% | Added |
| Keating Financial Advisory Services, Inc. | 2,335 | $193.0K | 0.03% | +700+42.8% | Added |
| CNB Bank | 2,338 | $193.2K | 0.08% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,339 | $193.3K | 0.04% | +315+15.6% | Added |
| Archer Investment Corp | 2,366 | $195.6K | 0.04% | +41+1.8% | Added |
| Quarry LP | 2,375 | $196.3K | 0.03% | −3,533−59.8% | Reduced |
| True Wealth Design, LLC | 2,380 | $196.7K | 0.05% | +1,247+110.1% | Added |
| Paladin Advisory Group, LLC | 2,385 | $197.1K | 0.13% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,421 | $200.1K | 0.03% | −2,308−48.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,427 | $200.6K | 0.05% | +2,427 | New |
| Montz Harcus Wealth Management LLC | 2,436 | $201.3K | 0.07% | −221−8.3% | Reduced |
| TopTier Wealth Management, LLC | 2,437 | $201.4K | 0.12% | +22+0.9% | Added |
| Gen-Wealth Partners Inc | 2,448 | $202.3K | 0.06% | −81−3.2% | Reduced |
| American Capital Advisory, LLC | 2,455 | $202.9K | 0.07% | +29+1.2% | Added |
| Legacy Trust | 2,462 | $203.5K | 0.04% | +2,462 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,463 | $203.5K | 0.01% | +2,463 | New |
| Roundview Capital LLC | 2,464 | $203.6K | 0.01% | +2,464 | New |
| MW Advisory, LLC | 2,464 | $203.6K | 0.08% | +2,464 | New |
| Action Point Financial Planning, LLC | 2,472 | $203.6K | 0.02% | +2,472 | New |
| Eagle Strategies LLC | 2,466 | $203.8K | 0.02% | +2,466 | New |
| Berkeley Capital Partners, LLC | 2,470 | $204.1K | 0.04% | +2,470 | New |
| Silver Grove Financial Group, Inc. | 2,472 | $204.3K | 0.11% | +2,472 | New |
| Essential Partners LLC | 2,477 | $204.7K | 0.09% | +1,938+359.6% | Added |
| Farringdon Capital, Ltd. | 2,487 | $205.5K | 0.10% | −7,124−74.1% | Reduced |
| Investment Partners, Ltd. | 2,490 | $205.8K | 0.06% | −391−13.6% | Reduced |
| Ayrshire Capital Management LLC | 2,500 | $206.6K | 0.10% | −1,100−30.6% | Reduced |
| Violich Capital Management, Inc. | 2,500 | $206.6K | 0.02% | +2,500 | New |
| Buckley Wealth Management, LLC | 2,500 | $206.6K | 0.05% | +2,500 | New |
| Pacific Sage Partners, LLC | 2,507 | $207.2K | 0.03% | +2,507 | New |
| WESPAC Advisors SoCal, LLC | 2,517 | $208.0K | 0.04% | +2,517 | New |
| Wick Capital Partners, LLC | 2,525 | $208.7K | 0.03% | +2,525 | New |
| Global Financial Private Client, LLC | 2,537 | $209.7K | 0.06% | +2,537 | New |
| M. Kraus & Co | 2,539 | $209.8K | 0.06% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 2,400 | $210.0K | 0.07% | −136−5.4% | Reduced |
| IPG Investment Advisors LLC | 2,550 | $210.7K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,550 | $210.7K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,551 | $210.8K | 0.06% | +2+0.1% | Added |
| Center for Financial Planning, Inc. | 2,552 | $210.9K | 0.02% | −16−0.6% | Reduced |
| Kapstone Financial Advisors LLC | 2,557 | $211.3K | 0.09% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,558 | $211.4K | 0.00% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,567 | $212.1K | 0.02% | −44−1.7% | Reduced |
| Bank of Nova Scotia Trust Co | 2,569 | $212.3K | 0.02% | +48+1.9% | Added |
| Falcon Wealth Planning | 2,571 | $212.4K | 0.01% | +2,571 | New |
| Baldwin Investment Management, LLC | 2,572 | $212.5K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,577 | $213.0K | 0.01% | +2,577 | New |
| Texas Yale Capital Corp. | 2,585 | $213.6K | 0.00% | 00.0% | Unchanged |
| Centric Wealth Management | 2,425 | $214.3K | 0.03% | +2,425 | New |
| Security Financial Services, INC. | 2,594 | $214.4K | 0.03% | +51+2.0% | Added |
| Essential Planning, LLC. | 2,596 | $214.5K | 0.06% | 00.0% | Unchanged |
| Prudent Investors Network | 2,600 | $214.9K | 0.04% | +2,600 | New |
| Macco Financial Group, Inc. | 2,600 | $214.9K | 0.14% | +2,600 | New |
| Brown Miller Wealth Management, LLC | 2,600 | $214.9K | 0.05% | −4,403−62.9% | Reduced |
| Instrumental Wealth, LLC | 2,612 | $215.8K | 0.11% | −92−3.4% | Reduced |
| Bearing Point Capital, LLC | 2,623 | $216.8K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,624 | $216.8K | 0.14% | +1,900+262.4% | Added |
| Wealth Effects LLC | 2,625 | $216.9K | 0.06% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,631 | $217.4K | 0.03% | −2,775−51.3% | Reduced |