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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 11,228 | $927.9K | 0.26% | −241−2.1% | Reduced |
| Sepio Capital, LP | 11,216 | $926.9K | 0.05% | −487−4.2% | Reduced |
| Phillips Wealth Planners LLC | 10,609 | $924.9K | 0.68% | −2,096−16.5% | Reduced |
| Icon Wealth Advisors, LLC | 11,188 | $924.6K | 0.06% | +319+2.9% | Added |
| Kentucky Trust Co | 11,175 | $923.5K | 0.44% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11,171 | $923.2K | 0.41% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 11,163 | $922.5K | 0.28% | +2,094+23.1% | Added |
| Harmony Asset Management LLC | 11,157 | $922.0K | 0.25% | +1,185+11.9% | Added |
| Private Management Group Inc | 11,150 | $921.4K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,149 | $921.0K | 0.03% | −8,780−44.1% | Reduced |
| Wealthspan Partners, LLC | 11,120 | $919.0K | 0.29% | +96+0.9% | Added |
| Destination Wealth Management | 11,103 | $917.6K | 0.02% | +190+1.7% | Added |
| Sym Financial Corp | 11,096 | $917.0K | 0.07% | +4,689+73.2% | Added |
| Larry Mathis Financial Planning, LLC | 11,091 | $916.6K | 0.70% | +138+1.3% | Added |
| Triad Wealth Partners, LLC | 10,427 | $916.4K | 0.05% | +1,052+11.2% | Added |
| Candriam Luxembourg S.C.A. | 11,084 | $915.1K | 0.00% | −17−0.2% | Reduced |
| Childress Capital Advisors, LLC | 11,062 | $914.1K | 0.15% | −1,171−9.6% | Reduced |
| Rockland Trust Co | 11,059 | $913.9K | 0.04% | 00.0% | Unchanged |
| BIP Wealth, LLC | 11,054 | $913.5K | 0.03% | +1,028+10.3% | Added |
| Buck Wealth Strategies, LLC | 11,037 | $912.1K | 0.10% | −185−1.6% | Reduced |
| Strategic Blueprint, LLC | 11,030 | $911.5K | 0.05% | +858+8.4% | Added |
| Scratch Capital LLC | 11,029 | $911.4K | 0.45% | −661−5.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,029 | $911.4K | 0.03% | +5,370+94.9% | Added |
| Hohimer Wealth Management, LLC | 11,020 | $910.7K | 0.09% | −102−0.9% | Reduced |
| Element Wealth, LLC | 11,018 | $910.5K | 0.34% | +149+1.4% | Added |
| Greatmark Investment Partners, Inc. | 11,003 | $909.3K | 0.10% | 00.0% | Unchanged |
| Bayban | 10,986 | $907.9K | 0.70% | +100+0.9% | Added |
| Signature Estate & Investment Advisors LLC | 10,954 | $906.6K | 0.02% | +20+0.2% | Added |
| Pointe Capital Management LLC | 10,967 | $906.3K | 0.41% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 10,950 | $904.9K | 0.01% | −461−4.0% | Reduced |
| UMA Financial Services, Inc. | 10,941 | $904.2K | 0.11% | −165−1.5% | Reduced |
| Opinicus Capital, Inc. | 10,912 | $901.7K | 0.48% | −199−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,910 | $901.6K | 0.15% | −1,470−11.9% | Reduced |
| AlTi Global, Inc. | 10,906 | $901.2K | 0.02% | −476−4.2% | Reduced |
| PCB Capital LLC | 10,905 | $901.2K | 1.10% | +438+4.2% | Added |
| Dumont & Blake Investment Advisors LLC | 10,884 | $899.4K | 0.20% | −543−4.8% | Reduced |
| TRB Wealth Management, LLC | 10,876 | $898.8K | 0.12% | +764+7.6% | Added |
| BKD Wealth Advisors, LLC | 10,870 | $898.3K | 0.02% | −275−2.5% | Reduced |
| Lebenthal Global Advisors, LLC | 10,865 | $897.9K | 0.12% | −8,397−43.6% | Reduced |
| Pacific Center for Financial Services | 10,848 | $896.5K | 0.20% | +30.0% | Added |
| AIMZ Investment Advisors, LLC | 10,844 | $896.1K | 0.25% | −314−2.8% | Reduced |
| Family Legacy, Inc. | 10,837 | $895.6K | 0.24% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,837 | $895.5K | 0.07% | +11+0.1% | Added |
| Wimmer Associates 1, LLC | 10,814 | $893.7K | 0.40% | 00.0% | Unchanged |
| Clarendon Private LLC | 10,809 | $893.2K | 0.57% | −206−1.9% | Reduced |
| EntryPoint Capital, LLC | 10,799 | $892.4K | 0.22% | +10,799 | New |
| Alliance Wealth Advisors, LLC | 10,796 | $892.2K | 0.36% | −140−1.3% | Reduced |
| PFW Advisors LLC | 10,782 | $891.0K | 0.26% | +72+0.7% | Added |
| MidFirst Bank | 10,769 | $890.0K | 0.06% | +33+0.3% | Added |
| Spire Wealth Management | 10,747 | $888.1K | 0.03% | −4,074−27.5% | Reduced |
| Flagstone Financial Management | 10,746 | $888.1K | 0.20% | +8+0.1% | Added |
| Zhang Financial LLC | 10,741 | $887.6K | 0.03% | +20.0% | Added |
| Aspen Investment Management Inc | 10,738 | $887.0K | 0.24% | −100−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,704 | $884.6K | 0.05% | +1,072+11.1% | Added |
| Wilson & Boucher Capital Management, LLC | 10,695 | $883.8K | 0.52% | −400−3.6% | Reduced |
| First City Capital Management, Inc. | 10,686 | $883.1K | 0.43% | −25−0.2% | Reduced |
| QTR Family Wealth, LLC | 10,679 | $882.5K | 0.31% | +7,451+230.8% | Added |
| Burnham & Co LLC | 10,675 | $882.2K | 0.71% | +10,675 | New |
| Flow Traders U.S. LLC | 10,674 | $882.0K | 0.04% | +10,674 | New |
| IVC Wealth Advisors LLC | 10,658 | $880.8K | 0.34% | −25−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 10,644 | $879.7K | 0.13% | −100−0.9% | Reduced |
| Venturi Wealth Management, LLC | 10,638 | $879.1K | 0.03% | +649+6.5% | Added |
| Hikari Tsushin, Inc. | 10,631 | $878.5K | 0.06% | 00.0% | Unchanged |
| Manske Wealth Management | 10,582 | $874.5K | 0.22% | +901+9.3% | Added |
| New Republic Capital, LLC | 10,578 | $874.2K | 0.20% | +2,930+38.3% | Added |
| Intelligence Driven Advisers, LLC | 10,552 | $872.0K | 0.14% | −1,306−11.0% | Reduced |
| Stonebrook Private Inc. | 10,479 | $865.9K | 0.16% | +5,239+100.0% | Added |
| Axxion S.A. | 10,465 | $864.8K | 0.06% | +10,465 | New |
| Twin Capital Management Inc | 10,398 | $859.3K | 0.09% | −39,439−79.1% | Reduced |
| Peoples Financial Services Corp. | 10,252 | $847.1K | 0.37% | −136−1.3% | Reduced |
| Westover Capital Advisors, LLC | 10,247 | $846.8K | 0.14% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,238 | $846.1K | 0.05% | +214+2.1% | Added |
| Montecito Bank & Trust | 10,237 | $846.0K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 10,233 | $845.7K | 0.05% | +1,579+18.2% | Added |
| Holistic Planning, LLC | 10,185 | $841.7K | 0.13% | +249+2.5% | Added |
| Fortress Private Ledger, LLC | 10,185 | $841.7K | 0.23% | +6,854+205.8% | Added |
| Lecap Asset Management Ltd | 10,137 | $837.7K | 0.36% | +10,137 | New |
| Trust Co of Vermont | 10,126 | $836.8K | 0.03% | +10,126 | New |
| Fermata Advisors, LLC | 10,124 | $836.7K | 0.17% | +1,728+20.6% | Added |
| First Foundation Advisors | 10,109 | $835.4K | 0.03% | +2,056+25.5% | Added |
| Baker Tilly Wealth Management, LLC | 10,107 | $835.2K | 0.18% | −333−3.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $832.0K | 0.16% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,478 | $830.9K | 0.37% | +6+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 10,048 | $830.4K | 0.07% | +7,064+236.7% | Added |
| West Family Investments, Inc. | 10,007 | $827.0K | 0.24% | +265+2.7% | Added |
| Entruity Wealth, LLC | 10,003 | $826.7K | 0.53% | −623−5.9% | Reduced |
| Liberty Wealth Management LLC | 10,377 | $826.2K | 0.10% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,992 | $825.7K | 0.04% | −512−4.9% | Reduced |
| Royal Fund Management, LLC | 9,971 | $824.0K | 0.07% | −3,877−28.0% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $823.8K | 0.07% | 00.0% | Unchanged |
| Avanza Fonder AB | 9,961 | $823.2K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,939 | $821.4K | 0.07% | −153−1.5% | Reduced |
| Lane Brothers & Co Inc | 9,892 | $817.5K | 0.53% | +389+4.1% | Added |
| J. Safra Sarasin Holding AG | 10,265 | $817.2K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 9,884 | $816.8K | 0.11% | −660−6.3% | Reduced |
| Income Insurance Ltd | 9,870 | $815.7K | 0.49% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 9,850 | $814.0K | 0.33% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,794 | $809.4K | 0.25% | −245−2.4% | Reduced |
| Davis R M Inc | 9,789 | $808.9K | 0.01% | −117−1.2% | Reduced |
| 180 Wealth Advisors, LLC | 9,731 | $804.2K | 0.08% | −363−3.6% | Reduced |