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 |
|---|---|---|---|---|---|
| First Horizon Corp | 19,382 | $1.60M | 0.06% | −1,248−6.0% | Reduced |
| Mainstay Capital Management LLC | 19,352 | $1.60M | 0.12% | −1,221−5.9% | Reduced |
| Sweeney & Michel, LLC | 18,262 | $1.59M | 0.42% | −2,457−11.9% | Reduced |
| Breakwater Capital Group | 19,230 | $1.59M | 0.19% | −376−1.9% | Reduced |
| Parsons Capital Management Inc | 19,204 | $1.59M | 0.07% | +9,200+92.0% | Added |
| MTM Investment Management, LLC | 19,173 | $1.58M | 0.45% | +31+0.2% | Added |
| ISAM Funds (UK) Ltd | 19,100 | $1.58M | 1.11% | +19,100 | New |
| PFG Investments, LLC | 19,094 | $1.58M | 0.06% | −2,137−10.1% | Reduced |
| Investors Asset Management of Georgia Inc | 19,079 | $1.58M | 0.55% | +1,009+5.6% | Added |
| BLB&B Advisors, LLC | 19,034 | $1.57M | 0.06% | +92+0.5% | Added |
| Jacobi Capital Management LLC | 19,025 | $1.57M | 0.08% | +56+0.3% | Added |
| Collar Capital Management, LLC | 18,867 | $1.56M | 0.92% | −900−4.6% | Reduced |
| William B. Walkup & Associates, Inc. | 18,842 | $1.56M | 0.75% | +175+0.9% | Added |
| Kennedy Investment Group | 18,806 | $1.55M | 0.53% | −2,489−11.7% | Reduced |
| Meridian Wealth Management, LLC | 18,804 | $1.55M | 0.05% | −8,988−32.3% | Reduced |
| ARGA Investment Management, LP | 18,802 | $1.55M | 0.04% | +18,802 | New |
| M.E. Allison & Co., Inc. | 18,785 | $1.55M | 0.89% | +20.0% | Added |
| Change Path, LLC | 18,701 | $1.55M | 0.03% | −1,877−9.1% | Reduced |
| Caldwell Trust Co | 18,677 | $1.54M | 0.12% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 18,632 | $1.54M | 0.39% | +2,739+17.2% | Added |
| F/M Investments LLC | 18,567 | $1.53M | 0.08% | −101−0.5% | Reduced |
| Lazari Capital Management, Inc. | 18,523 | $1.53M | 0.47% | −84−0.5% | Reduced |
| 17 Capital Partners, LLC | 18,514 | $1.53M | 0.69% | −1,694−8.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 18,514 | $1.53M | 0.24% | +13,339+257.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,508 | $1.53M | 0.33% | +89+0.5% | Added |
| Trust Co of Toledo NA | 18,453 | $1.52M | 0.13% | +314+1.7% | Added |
| Polymer Capital Management (US) LLC | 18,452 | $1.52M | 0.23% | +8,618+87.6% | Added |
| Park Edge Advisors, LLC | 18,408 | $1.52M | 0.32% | +2,131+13.1% | Added |
| Retirement Planning Co of New England, Inc. | 18,393 | $1.52M | 0.55% | −123−0.7% | Reduced |
| Sage Rhino Capital LLC | 18,393 | $1.52M | 0.25% | −832−4.3% | Reduced |
| Chemistry Wealth Management LLC | 18,388 | $1.52M | 0.24% | −5,948−24.4% | Reduced |
| Advyzon Investment Management, LLC | 18,357 | $1.52M | 0.11% | −2,063−10.1% | Reduced |
| Providence Wealth Advisors, LLC | 17,638 | $1.51M | 0.89% | +123+0.7% | Added |
| Integrated Investment Consultants, LLC | 18,235 | $1.51M | 0.30% | −258−1.4% | Reduced |
| Aprio Wealth Management, LLC | 18,188 | $1.50M | 0.07% | −1,209−6.2% | Reduced |
| Continuum Advisory, LLC | 18,140 | $1.50M | 0.12% | +3,511+24.0% | Added |
| CX Institutional | 18,127 | $1.50M | 0.04% | −339−1.8% | Reduced |
| Keystone Financial Services | 18,117 | $1.50M | 0.39% | +384+2.2% | Added |
| First Dallas Securities Inc. | 18,093 | $1.50M | 0.49% | −1,896−9.5% | Reduced |
| Financial Engines Advisors L.L.C. | 18,030 | $1.49M | 0.00% | −51−0.3% | Reduced |
| Chicago Trust Co NA | 18,018 | $1.49M | 0.22% | +365+2.1% | Added |
| Barbara Oil Co. | 18,000 | $1.49M | 0.50% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 17,987 | $1.49M | 0.50% | 00.0% | Unchanged |
| Crux Wealth Advisors | 17,971 | $1.49M | 0.51% | −733−3.9% | Reduced |
| 111 Capital | 17,961 | $1.48M | 0.25% | +13,684+319.9% | Added |
| TMB Capital Partners, LLC | 17,955 | $1.48M | 0.46% | −2,021−10.1% | Reduced |
| Vectors Research Management, LLC | 17,951 | $1.48M | 0.39% | +1,484+9.0% | Added |
| Edgestream Partners, L.P. | 17,925 | $1.48M | 0.04% | +13,440+299.7% | Added |
| Boothbay Fund Management, LLC | 17,882 | $1.48M | 0.03% | +5,015+39.0% | Added |
| Tradewinds, LLC. | 18,071 | $1.47M | 0.46% | +7,531+71.5% | Added |
| First Financial Bank - Trust Division | 17,824 | $1.47M | 0.11% | −776−4.2% | Reduced |
| Gilpin Wealth Management, LLC | 17,800 | $1.47M | 1.02% | −227−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,799 | $1.47M | 0.14% | −66−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 17,760 | $1.47M | 0.03% | −608−3.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 17,728 | $1.47M | 0.37% | −61−0.3% | Reduced |
| Wharton Business Group, LLC | 17,675 | $1.46M | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 17,671 | $1.46M | 0.48% | −155−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 17,554 | $1.45M | 0.09% | −12,909−42.4% | Reduced |
| L2 Asset Management, LLC | 17,456 | $1.44M | 0.15% | +525+3.1% | Added |
| Cahill Financial Advisors Inc | 17,388 | $1.44M | 0.14% | +18+0.1% | Added |
| Compass Financial Management LLC | 17,089 | $1.44M | 0.18% | +17,089 | New |
| RIA Advisory Group LLC | 17,358 | $1.43M | 0.32% | −17−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 17,346 | $1.43M | 0.21% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 17,288 | $1.43M | 0.74% | +2,068+13.6% | Added |
| Fiduciary Alliance LLC | 17,262 | $1.43M | 0.10% | −393−2.2% | Reduced |
| Anchor Investment Management, LLC | 17,232 | $1.42M | 0.11% | +3,216+22.9% | Added |
| Bernicke Wealth Management, Ltd. | 17,208 | $1.42M | 0.17% | −652−3.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,207 | $1.42M | 0.03% | −193−1.1% | Reduced |
| Larson Financial Group LLC | 17,189 | $1.42M | 0.04% | +264+1.6% | Added |
| Kathmere Capital Management, LLC | 17,179 | $1.42M | 0.08% | −4,714−21.5% | Reduced |
| Boltwood Capital Management | 17,160 | $1.42M | 0.32% | −25−0.1% | Reduced |
| Garrison Point Advisors, LLC | 17,134 | $1.42M | 0.57% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $1.41M | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 16,951 | $1.40M | 0.12% | −1,139−6.3% | Reduced |
| Generali Asset Management SPA SGR | 16,950 | $1.40M | 0.03% | −36,674−68.4% | Reduced |
| Integrated Quantitative Investments LLC | 16,898 | $1.40M | 0.23% | −9,162−35.2% | Reduced |
| Hilltop National Bank | 16,874 | $1.39M | 0.30% | +79+0.5% | Added |
| Palisade Asset Management, LLC | 16,837 | $1.39M | 0.13% | −125−0.7% | Reduced |
| Vivid Wealth Management, LLC | 16,789 | $1.39M | 0.49% | +39+0.2% | Added |
| Waddell & Associates, LLC | 16,773 | $1.39M | 0.07% | +6,552+64.1% | Added |
| Northern Oak Wealth Management Inc | 16,719 | $1.38M | 0.16% | −565−3.3% | Reduced |
| MFA Wealth Services | 16,712 | $1.38M | 0.82% | +115+0.7% | Added |
| Legacy Financial Group LLC | 16,636 | $1.37M | 0.15% | +8,410+102.2% | Added |
| North Star Investment Management Corp. | 16,632 | $1.37M | 0.07% | +114+0.7% | Added |
| Barnes Wealth Management Group, Inc | 16,624 | $1.37M | 0.64% | −12−0.1% | Reduced |
| Diligent Investors, LLC | 16,609 | $1.37M | 0.31% | +15+0.1% | Added |
| Concord Wealth Partners | 16,568 | $1.37M | 0.16% | −290−1.7% | Reduced |
| Cambria Investment Management, L.P. | 16,564 | $1.37M | 0.07% | +9,491+134.2% | Added |
| Affinity Investment Advisors, LLC | 16,493 | $1.36M | 0.69% | −32−0.2% | Reduced |
| Nations Financial Group Inc, | 16,380 | $1.35M | 0.06% | +2,237+15.8% | Added |
| Forum Financial Management, LP | 16,241 | $1.34M | 0.02% | +1,168+7.7% | Added |
| Biltmore Family Office, LLC | 16,075 | $1.33M | 0.17% | −86−0.5% | Reduced |
| Essex Savings Bank | 16,076 | $1.33M | 0.29% | −97−0.6% | Reduced |
| AdvisorNet Financial, Inc | 16,065 | $1.33M | 0.06% | −754−4.5% | Reduced |
| Avidian Wealth Solutions, LLC | 16,062 | $1.33M | 0.04% | −608−3.6% | Reduced |
| Potentia Wealth | 16,050 | $1.33M | 0.54% | −1,062−6.2% | Reduced |
| Sentry LLC | 15,972 | $1.32M | 0.37% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,526 | $1.32M | 0.06% | −2,054−11.7% | Reduced |
| Castle Rock Wealth Management, LLC | 15,320 | $1.32M | 0.26% | +9+0.1% | Added |
| Arista Wealth Management, LLC | 15,791 | $1.31M | 0.14% | −4,202−21.0% | Reduced |