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
Q3 2026 data is still coming in: 9 institutions have reported holding WFC so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Howard Bailey Securities, LLC | 8,332 | $688.6K | 0.26% | −10.0% | Reduced |
| JNBA Financial Advisors | 8,314 | $687.1K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,309 | $686.6K | 0.04% | −449−5.1% | Reduced |
| Spirepoint Private Client, LLC | 8,308 | $686.6K | 0.06% | −285−3.3% | Reduced |
| Wood Tarver Financial Group, LLC | 8,303 | $686.0K | 0.16% | +332+4.2% | Added |
| Bingham Private Wealth, LLC | 8,296 | $685.6K | 0.47% | −213−2.5% | Reduced |
| Bridgewater Advisors Inc. | 7,865 | $685.5K | 0.04% | +600+8.3% | Added |
| Vermillion Wealth Management, Inc. | 8,288 | $684.9K | 0.16% | −233−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,255 | $682.2K | 0.20% | +1,910+30.1% | Added |
| Cutler Investment Counsel LLC | 8,241 | $681.0K | 0.06% | −176−2.1% | Reduced |
| Advisortrust Partners, LLC | 8,232 | $680.3K | 0.23% | −328−3.8% | Reduced |
| Equitable Trust Co | 8,206 | $678.1K | 0.03% | +472+6.1% | Added |
| Ewa, LLC | 8,175 | $675.6K | 0.12% | +1,904+30.4% | Added |
| Stratos Wealth Advisors, LLC | 8,165 | $674.8K | 0.04% | +1,355+19.9% | Added |
| Secure Asset Management, LLC | 8,160 | $674.4K | 0.09% | −1,049−11.4% | Reduced |
| SilverOak Wealth Management LLC | 8,142 | $672.9K | 0.09% | +563+7.4% | Added |
| FourThought Financial Partners, LLC | 8,136 | $672.3K | 0.05% | +241+3.1% | Added |
| Bedel Financial Consulting, Inc. | 8,135 | $672.2K | 0.06% | −337−4.0% | Reduced |
| Crusonia Wealth Advisors LLC | 8,133 | $672.1K | 0.11% | +771+10.5% | Added |
| 55 North Private Wealth, LLC | 8,125 | $671.4K | 0.13% | +1,090+15.5% | Added |
| CFO4Life Group, LLC | 8,109 | $670.1K | 0.09% | +39+0.5% | Added |
| KPP Advisory Services LLC | 8,096 | $669.1K | 0.08% | −1,959−19.5% | Reduced |
| Sentinus, LLC | 8,094 | $668.9K | 0.05% | +1,949+31.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,092 | $668.7K | 0.19% | +512+6.8% | Added |
| Field & Main Bank | 8,090 | $668.6K | 0.14% | −777−8.8% | Reduced |
| Marex Group plc | 8,081 | $667.8K | 0.00% | −3,713−31.5% | Reduced |
| Financial Insights, Inc. | 8,055 | $665.7K | 0.18% | −700−8.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,043 | $664.7K | 0.16% | −229−2.8% | Reduced |
| Baron Wealth Management LLC | 8,040 | $664.4K | 0.17% | −794−9.0% | Reduced |
| Old West Investment Management, LLC | 8,037 | $664.2K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 8,021 | $662.9K | 0.04% | +445+5.9% | Added |
| Capital Advantage, Inc. | 8,005 | $661.5K | 0.08% | −851−9.6% | Reduced |
| Northeast Investment Management | 7,999 | $661.0K | 0.02% | −7,419−48.1% | Reduced |
| Sig Brokerage, LP | 7,989 | $660.2K | 0.11% | +4,138+107.5% | Added |
| Souders Financial Advisors | 7,985 | $659.9K | 0.07% | +2,201+38.1% | Added |
| Martingale Asset Management L P | 7,983 | $659.7K | 0.02% | +7,983 | New |
| WSFS Capital Management, LLC | 7,958 | $657.6K | 0.03% | −199−2.4% | Reduced |
| Cheviot Value Management, LLC | 7,950 | $657.0K | 0.07% | −1,550−16.3% | Reduced |
| SageView Advisory Group, LLC | 7,932 | $655.5K | 0.02% | +134+1.7% | Added |
| Wealth Architects, LLC | 7,928 | $655.2K | 0.05% | −235−2.9% | Reduced |
| Kagan Cocozza Asset Management | 7,918 | $654.3K | 0.41% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 7,909 | $653.6K | 0.10% | +3,684+87.2% | Added |
| Riverbend Wealth Management, LLC | 7,887 | $651.8K | 0.33% | +605+8.3% | Added |
| Cim Investment Mangement Inc | 7,885 | $651.6K | 0.16% | −793−9.1% | Reduced |
| Virtue Asset Management LLC | 7,879 | $651.1K | 0.46% | −7,774−49.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,874 | $650.7K | 0.18% | +52+0.7% | Added |
| Eagle Global Advisors LLC | 7,865 | $650.0K | 0.02% | −463−5.6% | Reduced |
| Monarch Capital Management Inc | 7,834 | $647.4K | 0.15% | +150+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,811 | $645.5K | 0.13% | +338+4.5% | Added |
| Altfest L J & Co Inc | 7,808 | $645.2K | 0.06% | −11−0.1% | Reduced |
| Summit Asset Management, LLC | 7,799 | $644.5K | 0.08% | +104+1.4% | Added |
| First Western Trust Bank | 7,757 | $641.0K | 0.03% | −46−0.6% | Reduced |
| Global Assets Advisory, LLC | 7,443 | $638.0K | 0.14% | −189−2.5% | Reduced |
| ZEGA Investments, LLC | 7,713 | $637.4K | 0.11% | −50−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 7,701 | $636.4K | 0.01% | −2,911−27.4% | Reduced |
| Plan A Wealth LLC | 7,682 | $634.8K | 0.27% | −250−3.2% | Reduced |
| Mosaic Financial Group, LLC | 7,638 | $631.0K | 0.40% | +20+0.3% | Added |
| First American Trust, FSB | 7,630 | $630.5K | 0.04% | −1,490−16.3% | Reduced |
| Coastwise Capital Group, LLC | 7,610 | $628.9K | 0.37% | +4+0.1% | Added |
| Burton Enright Welch | 7,601 | $628.2K | 0.07% | +604+8.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,600 | $628.1K | 0.25% | +2,800+58.3% | Added |
| Elevated Capital Advisors, LLC | 7,592 | $627.4K | 0.17% | −2,687−26.1% | Reduced |
| Hardy Reed LLC | 7,584 | $626.7K | 0.04% | +63+0.8% | Added |
| Douglas Lane & Associates, LLC | 7,570 | $625.6K | 0.01% | +447+6.3% | Added |
| Capital Advisors Inc | 7,558 | $624.6K | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 7,551 | $624.0K | 0.10% | −883−10.5% | Reduced |
| Winthrop Capital Management, LLC | 7,540 | $623.0K | 0.15% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,526 | $621.9K | 0.09% | −160−2.1% | Reduced |
| Stonebridge Financial Group, LLC | 7,513 | $620.9K | 0.41% | −827−9.9% | Reduced |
| Spinnaker Trust | 7,510 | $620.6K | 0.03% | +103+1.4% | Added |
| BlueStem Wealth Partners, LLC | 7,495 | $619.4K | 0.06% | +71+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7,486 | $618.6K | 0.14% | −49−0.7% | Reduced |
| Dorato Capital Management | 7,085 | $617.5K | 0.42% | 00.0% | Unchanged |
| Weaver Consulting Group | 7,464 | $616.8K | 0.13% | −47−0.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,451 | $615.8K | 0.01% | +10.0% | Added |
| Marble Wealth, LLC | 7,443 | $615.1K | 0.09% | −144−1.9% | Reduced |
| CVA Family Office, LLC | 7,425 | $613.6K | 0.06% | −71−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 7,402 | $611.7K | 0.02% | +10.0% | Added |
| Zions Bancorporation, National Association | 7,400 | $611.5K | 0.04% | −900−10.8% | Reduced |
| Heritage Investment Group, Inc. | 7,397 | $611.3K | 0.08% | −242−3.2% | Reduced |
| Atala Financial Inc | 7,394 | $611.0K | 0.37% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 6,970 | $610.0K | 0.25% | +323+4.9% | Added |
| Tradewinds Capital Management, LLC | 7,361 | $608.3K | 0.11% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 7,359 | $608.1K | 0.20% | −50−0.7% | Reduced |
| Vanguard National Trust Co | 7,354 | $607.7K | 0.03% | +351+5.0% | Added |
| Howe & Rusling Inc | 7,345 | $607.0K | 0.04% | +90+1.2% | Added |
| E&G Advisors, LP | 7,337 | $606.3K | 0.12% | −20−0.3% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $606.2K | 0.21% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,330 | $605.8K | 0.01% | −554−7.0% | Reduced |
| Papp L Roy & Associates | 7,310 | $604.1K | 0.06% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,295 | $602.9K | 0.04% | +509+7.5% | Added |
| DKM Wealth Management, Inc. | 7,293 | $602.7K | 0.39% | −376−4.9% | Reduced |
| Verum Partners LLC | 7,290 | $602.4K | 0.09% | −63−0.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,265 | $600.4K | 0.07% | −100−1.4% | Reduced |
| Cane Capital Partners, LLC | 7,261 | $600.0K | 0.24% | −7,860−52.0% | Reduced |
| Red Door Wealth Management, LLC | 7,257 | $599.8K | 0.05% | +163+2.3% | Added |
| R Squared Ltd | 7,230 | $597.5K | 0.31% | +7,230 | New |
| Wellspring Financial Advisors, LLC | 7,221 | $597.1K | 0.04% | −1,246−14.7% | Reduced |
| Mengis Capital Management, Inc. | 7,225 | $597.1K | 0.09% | +4+0.1% | Added |
| Alpha Family Trust | 7,220 | $596.7K | 0.24% | 00.0% | Unchanged |