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 |
|---|---|---|---|---|---|
| Potomac Fund Management Inc | 24,995 | $2.07M | 0.05% | +245+1.0% | Added |
| Morningstar Investment Management LLC | 25,926 | $2.06M | 0.13% | 00.0% | Unchanged |
| Caxton Associates LLP | 24,962 | $2.06M | 0.04% | +422+1.7% | Added |
| Silvercrest Asset Management Group LLC | 24,884 | $2.06M | 0.01% | −915−3.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,853 | $2.05M | 0.11% | +1,360+5.8% | Added |
| Legacy Financial Advisors, Inc. | 24,801 | $2.05M | 0.25% | +2,857+13.0% | Added |
| Resources Management Corp | 24,760 | $2.05M | 0.26% | −592−2.3% | Reduced |
| Princeton Global Asset Management LLC | 24,726 | $2.04M | 0.29% | −768−3.0% | Reduced |
| Welch Group, LLC | 24,719 | $2.04M | 0.07% | +716+3.0% | Added |
| Independent Financial Group, LLC | 24,711 | $2.04M | 0.04% | −3,948−13.8% | Reduced |
| Princeton Capital Management LLC | 24,623 | $2.03M | 0.46% | +1,339+5.8% | Added |
| Peoples Bank | 24,410 | $2.02M | 1.96% | −1,954−7.4% | Reduced |
| Aspire Private Capital, LLC | 24,406 | $2.02M | 0.42% | −1,924−7.3% | Reduced |
| Meridian Investment Counsel Inc. | 24,368 | $2.01M | 0.43% | +185+0.8% | Added |
| Insight Advisors, LLC | 24,317 | $2.01M | 0.35% | −60−0.2% | Reduced |
| International Assets Investment Management, LLC | 264,493 | $2.00M | 0.12% | −93,681−26.2% | Reduced |
| Riverchase Wealth Management, LLC | 24,222 | $2.00M | 0.93% | −54−0.2% | Reduced |
| Aquatic Capital Management LLC | 24,137 | $1.99M | 0.07% | −96,607−80.0% | Reduced |
| 71 West Capital Partners | 24,134 | $1.99M | 0.07% | +8,627+55.6% | Added |
| Louisbourg Investments Inc. | 32,092 | $1.99M | 0.37% | +249+0.8% | Added |
| Phoenix Wealth Advisors | 23,996 | $1.98M | 0.67% | +2,206+10.1% | Added |
| Howard Capital Management Inc. | 23,842 | $1.97M | 0.02% | +11,499+93.2% | Added |
| CWC Advisors, LLC. | 23,838 | $1.97M | 0.87% | −1,386−5.5% | Reduced |
| Cadinha & Co LLC | 23,802 | $1.97M | 0.29% | 00.0% | Unchanged |
| Aspiriant, LLC | 23,728 | $1.96M | 0.05% | +1,074+4.7% | Added |
| Fisher Funds Management LTD | 23,712 | $1.96M | 0.06% | +8,317+54.0% | Added |
| Carnegie Capital Asset Management, LLC | 23,635 | $1.95M | 0.04% | −7,942−25.2% | Reduced |
| Sivia Capital Partners, LLC | 23,544 | $1.95M | 0.24% | +19,855+538.2% | Added |
| London Co of Virginia | 23,489 | $1.94M | 0.01% | +3,894+19.9% | Added |
| Krilogy Financial LLC | 23,477 | $1.94M | 0.06% | +12,896+121.9% | Added |
| Fort Sheridan Advisors LLC | 23,425 | $1.94M | 0.21% | −2,180−8.5% | Reduced |
| Pinnacle Bancorp, Inc. | 23,185 | $1.92M | 0.50% | −792−3.3% | Reduced |
| Everhart Financial Group, Inc. | 23,180 | $1.92M | 0.12% | −2,022−8.0% | Reduced |
| 5T Wealth, LLC | 23,123 | $1.91M | 0.71% | +564+2.5% | Added |
| Leavell Investment Management, Inc. | 23,089 | $1.91M | 0.07% | −837−3.5% | Reduced |
| Citizens National Bank Trust Department | 23,082 | $1.91M | 0.28% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 22,998 | $1.90M | 0.74% | +22,998 | New |
| Heritage Family Offices, LLP | 22,998 | $1.90M | 0.73% | −4,284−15.7% | Reduced |
| Massmutual Trust Co FSB | 22,982 | $1.90M | 0.05% | −737−3.1% | Reduced |
| VCI Wealth Management LLC | 22,824 | $1.89M | 0.47% | +3,781+19.9% | Added |
| Private Wealth Asset Management, LLC | 22,757 | $1.88M | 0.18% | −4,273−15.8% | Reduced |
| One Capital Management, LLC | 23,601 | $1.88M | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 22,485 | $1.86M | 0.43% | −6,919−23.5% | Reduced |
| Storgate, LLC | 22,412 | $1.85M | 0.38% | +12,826+133.8% | Added |
| Belpointe Asset Management LLC | 22,396 | $1.85M | 0.06% | +3,332+17.5% | Added |
| Martin & Co Inc | 22,335 | $1.85M | 0.29% | +162+0.7% | Added |
| Plancorp, LLC | 21,013 | $1.84M | 0.04% | +6,169+41.6% | Added |
| Drive Wealth Management, LLC | 22,128 | $1.83M | 0.33% | −589−2.6% | Reduced |
| Holderness Investments Co | 21,983 | $1.82M | 0.30% | −90−0.4% | Reduced |
| Fulton Bank, N.A. | 21,736 | $1.80M | 0.05% | −1,151−5.0% | Reduced |
| CSM Advisors, LLC | 21,712 | $1.79M | 0.04% | −2,018−8.5% | Reduced |
| TRUE Private Wealth Advisors | 21,688 | $1.79M | 0.15% | −89−0.4% | Reduced |
| Pflug Koory, LLC | 21,657 | $1.79M | 0.71% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21,648 | $1.79M | 0.04% | +12,136+127.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $1.79M | 0.50% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 21,571 | $1.78M | 0.17% | −855−3.8% | Reduced |
| Private Trust Co NA | 21,549 | $1.78M | 0.14% | −1,217−5.3% | Reduced |
| Fiduciary Group LLC | 21,547 | $1.78M | 0.14% | −86−0.4% | Reduced |
| American State Bank (Iowa) | 21,368 | $1.77M | 0.72% | +544+2.6% | Added |
| IHT Wealth Management, LLC | 21,332 | $1.76M | 0.04% | +11+0.1% | Added |
| Florida Financial Advisors, LLC | 21,259 | $1.76M | 0.30% | +4,445+26.4% | Added |
| Hartford Funds Management Co LLC | 21,144 | $1.75M | 0.14% | +522+2.5% | Added |
| Marin Bay Wealth Advisors, LLC | 21,074 | $1.74M | 0.94% | +71+0.3% | Added |
| Washington Trust Bank | 20,986 | $1.73M | 0.12% | +116+0.6% | Added |
| Busey Wealth Management | 20,957 | $1.73M | 0.04% | −567−2.6% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 20,909 | $1.73M | 0.59% | +20,909 | New |
| Eaton Financial Holdings Company, LLC | 20,887 | $1.73M | 0.47% | +2,104+11.2% | Added |
| Burke & Herbert Bank & Trust Co | 20,766 | $1.72M | 0.43% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,755 | $1.72M | 0.16% | +70+0.3% | Added |
| Atom Investors LP | 20,744 | $1.71M | 0.15% | −58,835−73.9% | Reduced |
| Canandaigua National Bank & Trust Co | 20,730 | $1.71M | 0.14% | +20,730 | New |
| Accretive Wealth Partners, LLC | 20,668 | $1.71M | 0.42% | +550+2.7% | Added |
| Armis Advisers, LLC | 19,529 | $1.71M | 0.16% | +966+5.2% | Added |
| Essex Financial Services, Inc. | 20,566 | $1.70M | 0.08% | +241+1.2% | Added |
| Paradigm Asset Management Co LLC | 20,550 | $1.70M | 0.36% | −31,802−60.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20,540 | $1.70M | 0.02% | −880−4.1% | Reduced |
| First Bank & Trust | 20,535 | $1.70M | 0.25% | +485+2.4% | Added |
| LJI Wealth Management, LLC | 20,431 | $1.69M | 0.24% | −566−2.7% | Reduced |
| Conning Inc. | 20,361 | $1.68M | 0.05% | −357−1.7% | Reduced |
| Miller Investment Management, LP | 20,342 | $1.68M | 0.15% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 20,341 | $1.68M | 0.50% | −149−0.7% | Reduced |
| One Wealth Advisors, LLC | 20,279 | $1.68M | 0.19% | −4,044−16.6% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.67M | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 20,109 | $1.66M | 0.15% | −3,928−16.3% | Reduced |
| Cypress Wealth Services, LLC | 20,018 | $1.65M | 0.20% | −1,015−4.8% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.65M | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 19,981 | $1.65M | 0.52% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 19,926 | $1.65M | 0.83% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 19,902 | $1.64M | 0.04% | −33,240−62.5% | Reduced |
| Modera Wealth Management, LLC | 19,880 | $1.64M | 0.02% | +325+1.7% | Added |
| OneAscent Financial Services LLC | 19,838 | $1.64M | 0.08% | −1,469−6.9% | Reduced |
| LexAurum Advisors, LLC | 19,788 | $1.64M | 0.19% | −677−3.3% | Reduced |
| Citadel Investment Advisory, Inc. | 19,775 | $1.63M | 0.74% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 18,998 | $1.63M | 0.34% | +8,069+73.8% | Added |
| Beese Fulmer Investment Management, Inc. | 19,740 | $1.63M | 0.09% | +380+2.0% | Added |
| Midwest Trust Co | 19,633 | $1.62M | 0.02% | −1,271−6.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 19,628 | $1.62M | 0.42% | −1,627−7.7% | Reduced |
| Fort Point Capital Partners LLC | 19,987 | $1.62M | 0.17% | +9,999+100.1% | Added |
| Cito Capital Group, LLC | 19,503 | $1.61M | 0.44% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 19,450 | $1.61M | 0.89% | 00.0% | Unchanged |