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 |
|---|---|---|---|---|---|
| McAdam, LLC | 9,723 | $803.5K | 0.03% | +1,367+16.4% | Added |
| Quadcap Wealth Management, LLC | 9,722 | $803.4K | 0.08% | +610+6.7% | Added |
| Optas, LLC | 9,721 | $803.3K | 0.11% | +658+7.3% | Added |
| Valley National Advisers Inc | 9,711 | $802.5K | 0.09% | +134+1.4% | Added |
| Sand Hill Global Advisors, LLC | 9,686 | $800.5K | 0.02% | +4,339+81.1% | Added |
| G&S Capital LLC | 9,662 | $798.5K | 0.23% | −18−0.2% | Reduced |
| Sendero Wealth Management, LLC | 9,661 | $798.4K | 0.08% | −119−1.2% | Reduced |
| Boit C F David | 9,660 | $798.3K | 0.34% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,653 | $797.8K | 0.07% | +2,851+41.9% | Added |
| Monetary Management Group Inc | 9,645 | $797.1K | 0.16% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,621 | $795.1K | 0.22% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,620 | $795.0K | 0.04% | +5,627+140.9% | Added |
| Abel Hall, LLC | 9,611 | $794.3K | 0.14% | −4,515−32.0% | Reduced |
| Weaver Capital Management LLC | 9,961 | $793.0K | 0.17% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 9,593 | $792.8K | 0.04% | +169+1.8% | Added |
| Agf Management Ltd | 9,593 | $792.8K | 0.00% | −200−2.0% | Reduced |
| West Bancorporation Inc | 9,555 | $789.6K | 0.34% | −271−2.8% | Reduced |
| Claro Advisors LLC | 9,544 | $788.7K | 0.08% | +1,647+20.9% | Added |
| Creekside Partners | 9,537 | $788.1K | 0.29% | 00.0% | Unchanged |
| Rexford Capital Inc | 9,530 | $787.6K | 0.48% | −100−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,516 | $786.4K | 0.09% | −288−2.9% | Reduced |
| Stephenson National Bank & Trust | 9,488 | $784.1K | 0.20% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 9,484 | $783.7K | 0.12% | +40.0% | Added |
| SeaCrest Wealth Management, LLC | 9,467 | $782.4K | 0.09% | −2,180−18.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,465 | $782.2K | 0.15% | +2,261+31.4% | Added |
| Studio Investment Management LLC | 9,429 | $779.2K | 0.13% | −940−9.1% | Reduced |
| SPWM Advisors LLC | 8,904 | $779.2K | 0.72% | −2,171−19.6% | Reduced |
| Elevated Private Wealth, LLC | 9,387 | $775.7K | 0.74% | +9,387 | New |
| River Wealth Advisors LLC | 9,381 | $775.3K | 0.08% | −113−1.2% | Reduced |
| Valmark Advisers, Inc. | 9,356 | $773.2K | 0.01% | +472+5.3% | Added |
| First PREMIER Bank | 9,357 | $773.0K | 0.12% | −51−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 9,351 | $772.8K | 0.05% | −36−0.4% | Reduced |
| Interchange Capital Partners, LLC | 9,334 | $771.4K | 0.15% | +1,849+24.7% | Added |
| Smithfield Trust Co | 9,346 | $771.0K | 0.03% | −113−1.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,323 | $770.0K | 0.26% | −257−2.7% | Reduced |
| Stonebridge Financial Group, LLC | 9,329 | $770.0K | 0.11% | +9,329 | New |
| Everpar Advisors LLC | 9,288 | $767.6K | 0.22% | −13−0.1% | Reduced |
| DMG Group, LLC | 9,259 | $765.2K | 0.52% | −1,707−15.6% | Reduced |
| Prentice Wealth Management LLC | 9,259 | $765.2K | 0.16% | −34−0.4% | Reduced |
| Capital Financial Group Inc | 9,248 | $764.3K | 0.40% | +9,248 | New |
| Ponta Wealth Partners, LLC | 9,239 | $763.5K | 0.41% | +2,930+46.4% | Added |
| Cape Investment Advisory, Inc. | 9,205 | $760.7K | 0.20% | +60+0.7% | Added |
| Legato Capital Management LLC | 9,169 | $757.7K | 0.06% | −2,668−22.5% | Reduced |
| First Heartland Consultants, Inc. | 9,166 | $757.4K | 0.05% | +4,701+105.3% | Added |
| GTS Securities LLC | 9,163 | $757.2K | 0.02% | −14,472−61.2% | Reduced |
| Jacobs & Co | 9,162 | $757.0K | 0.06% | 00.0% | Unchanged |
| Teucrium Investment Advisors, LLC | 9,137 | $755.1K | 0.67% | +9,137 | New |
| Confluence Wealth Services, Inc. | 9,116 | $753.3K | 0.02% | +2,502+37.8% | Added |
| TCTC Holdings, LLC | 9,103 | $752.3K | 0.02% | +1,496+19.7% | Added |
| Ashton Thomas Securities, LLC | 9,215 | $748.6K | 0.11% | +781+9.3% | Added |
| Ausdal Financial Partners, Inc. | 9,036 | $746.6K | 0.03% | −4,931−35.3% | Reduced |
| Appleton Partners Inc | 9,017 | $745.0K | 0.05% | −360−3.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,979 | $742.0K | 0.42% | +173+2.0% | Added |
| Pin Oak Investment Advisors Inc | 8,976 | $742.0K | 0.53% | −2,321−20.5% | Reduced |
| Simmons Bank | 8,974 | $741.6K | 0.04% | +2,685+42.7% | Added |
| Advisor OS, LLC | 8,967 | $741.0K | 0.05% | −34−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 8,936 | $738.5K | 0.08% | +4,055+83.1% | Added |
| CoreCap Advisors, LLC | 8,935 | $738.4K | 0.02% | +1,817+25.5% | Added |
| Financial Advisory Service, Inc. | 8,934 | $738.3K | 0.04% | −369−4.0% | Reduced |
| Tower Trust & Investment Co | 8,908 | $736.1K | 0.45% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 8,882 | $734.0K | 0.19% | +8+0.1% | Added |
| One Wealth Capital Management, LLC | 8,860 | $732.2K | 0.21% | +4,669+111.4% | Added |
| Patten & Patten Inc | 8,826 | $729.4K | 0.04% | −140−1.6% | Reduced |
| North Forty Two & Co. | 8,808 | $727.9K | 0.62% | −100−1.1% | Reduced |
| Winning Points Advisors, LLC | 35,906 | $727.7K | 0.96% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 8,773 | $725.0K | 0.07% | +14+0.2% | Added |
| Everest Financial Group LLC | 8,743 | $722.5K | 0.10% | +239+2.8% | Added |
| Old North State Trust, LLC | 8,739 | $722.0K | 0.37% | +48+0.6% | Added |
| XML Financial, LLC | 8,725 | $721.1K | 0.05% | −391−4.3% | Reduced |
| Dakota Wealth Management | 8,699 | $718.9K | 0.01% | +31+0.4% | Added |
| Keystone Financial Group | 8,697 | $718.7K | 0.04% | +1,271+17.1% | Added |
| Manchester Capital Management LLC | 8,695 | $718.6K | 0.09% | +23+0.3% | Added |
| Coastal Bridge Advisors, LLC | 8,688 | $718.0K | 0.04% | +230+2.7% | Added |
| Hudock, Inc. | 8,680 | $717.4K | 0.09% | +51+0.6% | Added |
| Facet Wealth, Inc. | 8,667 | $716.2K | 0.01% | +830+10.6% | Added |
| Pines Wealth Management, LLC | 8,650 | $714.8K | 0.21% | +126+1.5% | Added |
| Lauterbach Financial Advisors, LLC | 8,643 | $714.3K | 0.31% | +48+0.6% | Added |
| Guardian Wealth Advisors, LLC | 8,643 | $714.2K | 0.04% | −116−1.3% | Reduced |
| Axiom Investment Management LLC | 8,626 | $712.8K | 0.48% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,623 | $712.6K | 0.07% | +2,823+48.7% | Added |
| Summit Wealth Group LLC | 8,613 | $711.7K | 0.06% | +2,038+31.0% | Added |
| Mayflower Financial Advisors, LLC | 8,602 | $710.9K | 0.06% | −785−8.4% | Reduced |
| Investment Research Partners LLC | 8,592 | $710.0K | 0.24% | +2,540+42.0% | Added |
| STAR Financial Bank | 8,574 | $708.6K | 0.29% | +567+7.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,565 | $707.8K | 0.05% | −1,758−17.0% | Reduced |
| Cornerstone Advisory, LLC | 8,544 | $706.0K | 0.06% | +278+3.4% | Added |
| Van Diest Capital, LLC | 8,541 | $705.9K | 0.63% | −11,373−57.1% | Reduced |
| Elevatus Welath Management | 8,522 | $704.3K | 0.17% | +4,518+112.8% | Added |
| V-Square Quantitative Management LLC | 8,520 | $704.1K | 0.07% | +2,330+37.6% | Added |
| Sunflower Bank, N.A. | 8,459 | $699.1K | 0.17% | +274+3.3% | Added |
| Regatta Capital Group, LLC | 8,454 | $698.7K | 0.09% | −194−2.2% | Reduced |
| Evermay Wealth Management LLC | 8,454 | $698.6K | 0.07% | −454−5.1% | Reduced |
| Root Financial Partners, LLC | 8,445 | $697.9K | 0.03% | +2,467+41.3% | Added |
| Northbridge Financial Group, LLC | 8,440 | $697.5K | 0.27% | −1,093−11.5% | Reduced |
| Stockman Wealth Management, Inc. | 8,439 | $697.4K | 0.07% | −397−4.5% | Reduced |
| Csenge Advisory Group | 8,426 | $696.3K | 0.03% | −1,470−14.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,375 | $692.1K | 0.04% | −878−9.5% | Reduced |
| Tarbox Family Office, Inc. | 8,371 | $691.8K | 0.10% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 8,351 | $690.1K | 0.15% | −1,078−11.4% | Reduced |
| Onefund, LLC | 8,335 | $688.8K | 0.39% | −289−3.4% | Reduced |