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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 7,180 | $593.4K | 0.09% | +100+1.4% | Added |
| Capstone Wealth Management, LLC | 7,173 | $592.8K | 0.28% | +7,173 | New |
| Lynch & Associates | 7,158 | $591.5K | 0.10% | −5−0.1% | Reduced |
| Delta Investment Management, LLC | 7,144 | $590.4K | 0.10% | +10.0% | Added |
| Lakeside Advisors, INC. | 7,125 | $588.8K | 0.37% | −200−2.7% | Reduced |
| Birchwood Financial Partners, Inc. | 7,125 | $588.8K | 0.48% | 00.0% | Unchanged |
| GLP Holdings LLLP | 7,117 | $588.1K | 0.53% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 7,111 | $587.7K | 0.16% | −50−0.7% | Reduced |
| Cowa, LLC | 7,102 | $586.9K | 0.15% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,100 | $586.7K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,094 | $586.2K | 0.10% | −107−1.5% | Reduced |
| High Net Worth Advisory Group LLC | 7,077 | $584.9K | 0.12% | +1,843+35.2% | Added |
| Cassaday & Co Wealth Management LLC | 7,076 | $584.8K | 0.01% | −89−1.2% | Reduced |
| Summit Wealth Partners, LLC | 7,072 | $584.5K | 0.08% | −21−0.3% | Reduced |
| Auxano Advisors, LLC | 7,065 | $583.9K | 0.11% | −6−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,059 | $583.4K | 0.02% | +493+7.5% | Added |
| Mechanics Bank Trust Department | 7,045 | $582.2K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,045 | $582.2K | 0.05% | +204+3.0% | Added |
| Means Investment Co., Inc. | 7,029 | $580.9K | 0.04% | +21+0.3% | Added |
| Sippican Capital Advisors | 7,020 | $580.1K | 0.35% | −145−2.0% | Reduced |
| Abacus Planning Group, Inc. | 7,016 | $579.8K | 0.07% | −119−1.7% | Reduced |
| Versant Capital Management, Inc | 7,009 | $579.2K | 0.05% | −2,391−25.4% | Reduced |
| Capital Performance Advisors LLP | 7,006 | $579.0K | 0.04% | −4,772−40.5% | Reduced |
| First National Bank | 7,003 | $578.7K | 0.23% | −6−0.1% | Reduced |
| Mirador Capital Partners LP | 6,976 | $576.5K | 0.07% | −15−0.2% | Reduced |
| Brio Consultants, LLC | 6,974 | $576.4K | 0.07% | −1,689−19.5% | Reduced |
| Highland Capital Management, LLC | 6,964 | $575.5K | 0.03% | −10,799−60.8% | Reduced |
| Arsenal Capital Advisors LLC | 6,957 | $574.9K | 0.34% | +122+1.8% | Added |
| Coastline Trust Co | 6,954 | $574.7K | 0.05% | −51−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,952 | $574.5K | 0.13% | +50+0.7% | Added |
| Charter Capital Management, LLC | 6,947 | $574.1K | 0.25% | +30.0% | Added |
| Ibex Wealth Advisors | 6,934 | $573.0K | 0.04% | +22+0.3% | Added |
| Sound Income Strategies, LLC | 6,929 | $572.6K | 0.03% | +48+0.7% | Added |
| Allen Capital Group, LLC | 6,926 | $572.4K | 0.05% | +137+2.0% | Added |
| Paradigm Capital Management, LLC | 6,910 | $571.0K | 0.49% | +101+1.5% | Added |
| one8zero8, LLC | 6,905 | $570.6K | 0.11% | 00.0% | Unchanged |
| Selby Wealth Management, LLC | 6,904 | $570.5K | 0.20% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,904 | $570.5K | 0.10% | −1,290−15.7% | Reduced |
| Paradigm Financial Partners, LLC | 6,900 | $570.2K | 0.05% | +6,900 | New |
| Naples Global Advisors, LLC | 6,889 | $569.3K | 0.04% | +501+7.8% | Added |
| Doliver Advisors, LP | 6,889 | $569.3K | 0.13% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 6,872 | $567.9K | 0.04% | −415−5.7% | Reduced |
| Founders Financial Alliance, LLC | 6,871 | $567.9K | 0.08% | +154+2.3% | Added |
| EFG International AG | 6,871 | $567.8K | 0.01% | −446−6.1% | Reduced |
| Virtue Capital Management, LLC | 6,860 | $566.9K | 0.08% | −258−3.6% | Reduced |
| Hidden Cove Wealth Management, LLC | 6,846 | $565.8K | 0.31% | +124+1.8% | Added |
| Whalerock Point Partners, LLC | 6,845 | $565.7K | 0.10% | +56+0.8% | Added |
| Tranquility Partners, LLC | 6,808 | $562.6K | 0.19% | 00.0% | Unchanged |
| Well Done, LLC | 6,801 | $562.0K | 0.08% | −6−0.1% | Reduced |
| BigSur Wealth Management LLC | 6,800 | $562.0K | 0.14% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,770 | $559.5K | 0.53% | −109−1.6% | Reduced |
| Occidental Asset Management, LLC | 6,760 | $558.7K | 0.06% | −271−3.9% | Reduced |
| Drexel Morgan & Co. | 6,747 | $557.6K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 6,742 | $557.2K | 0.32% | +102+1.5% | Added |
| Cambridge Advisors Inc. | 6,728 | $556.0K | 0.10% | −295−4.2% | Reduced |
| M3 Advisory Group, LLC | 6,718 | $555.1K | 0.29% | +335+5.2% | Added |
| Generali Investments, Management Co LLC | 6,713 | $554.8K | 0.12% | +863+14.8% | Added |
| Beta Wealth Group, Inc. | 6,707 | $554.2K | 0.21% | +202+3.1% | Added |
| Smith, Salley & Associates | 6,700 | $553.7K | 0.02% | −39,370−85.5% | Reduced |
| Van Cleef Asset Management,Inc | 6,695 | $553.2K | 0.06% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 6,691 | $552.9K | 0.05% | −997−13.0% | Reduced |
| Intrua Financial, LLC | 6,691 | $552.9K | 0.05% | −25−0.4% | Reduced |
| Cooper Financial Group | 6,680 | $552.1K | 0.05% | +224+3.5% | Added |
| Weil Company, Inc. | 6,673 | $551.5K | 0.10% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 6,668 | $551.1K | 0.01% | −5,333−44.4% | Reduced |
| Amarillo National Bank | 6,664 | $550.7K | 0.09% | −577−8.0% | Reduced |
| Mezzasalma Advisors, LLC | 6,664 | $550.7K | 0.11% | +321+5.1% | Added |
| Front Row Advisors LLC | 6,293 | $550.3K | 0.16% | 00.0% | Unchanged |
| TFR Capital, LLC. | 6,626 | $547.6K | 0.15% | +26+0.4% | Added |
| Piscataqua Savings Bank | 6,619 | $546.9K | 0.37% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,604 | $545.8K | 0.37% | −128−1.9% | Reduced |
| Salomon & Ludwin, LLC | 6,344 | $545.2K | 0.04% | −32−0.5% | Reduced |
| Glaxis Capital Management, LLC | 6,582 | $543.9K | 1.09% | −1,115−14.5% | Reduced |
| SGL Investment Advisors, Inc. | 6,214 | $543.8K | 0.19% | −3,540−36.3% | Reduced |
| First National Bank & Trust Co of Newtown | 6,261 | $541.3K | 0.11% | +102+1.7% | Added |
| Howard Financial Services, Ltd. | 6,543 | $540.7K | 0.05% | +77+1.2% | Added |
| WealthTrust Axiom LLC | 6,502 | $537.3K | 0.12% | −49−0.7% | Reduced |
| Summa Corp. | 6,500 | $537.2K | 0.17% | 00.0% | Unchanged |
| Convergence Financial, LLC | 6,487 | $536.2K | 0.04% | −645−9.0% | Reduced |
| Citizens Business Bank | 6,482 | $535.7K | 0.08% | −143−2.2% | Reduced |
| Alpha Advisors, LLC | 6,457 | $533.6K | 0.40% | +221+3.5% | Added |
| Oxford Financial Group Ltd | 6,457 | $533.6K | 0.03% | −1,010−13.5% | Reduced |
| Heartland Bank & Trust Co | 6,456 | $533.5K | 0.11% | −66−1.0% | Reduced |
| Marathon Trading Investment Management LLC | 6,450 | $533.0K | 0.06% | +6,400+12,800.0% | Added |
| Fairview Capital Investment Management, LLC | 6,436 | $531.9K | 0.03% | −150−2.3% | Reduced |
| Basecamp Wealth Advisors LLC | 6,422 | $530.7K | 0.10% | +288+4.7% | Added |
| Sterneck Capital Management, LLC | 6,415 | $530.1K | 0.23% | 00.0% | Unchanged |
| First Pacific Financial | 6,412 | $529.9K | 0.06% | −1,336−17.2% | Reduced |
| HHM Wealth Advisors, LLC | 6,406 | $529.4K | 0.05% | +10.0% | Added |
| Hartford Financial Management Inc. | 6,400 | $528.9K | 0.12% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,395 | $528.5K | 0.13% | +142+2.3% | Added |
| Capital Markets Trading UK LLP | 6,392 | $528.0K | 0.38% | −7,493−54.0% | Reduced |
| Nwam LLC | 6,376 | $526.9K | 0.03% | +202+3.3% | Added |
| Algert Global LLC | 6,359 | $525.5K | 0.01% | 00.0% | Unchanged |
| Fosun International Ltd | 6,316 | $522.0K | 0.12% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 6,313 | $521.7K | 0.08% | +382+6.4% | Added |
| Grant Private Wealth Management Inc | 6,312 | $521.7K | 0.22% | +101+1.6% | Added |
| Cumberland Advisors Inc | 6,300 | $520.6K | 0.18% | −2,500−28.4% | Reduced |
| New Hampshire Trust | 6,285 | $519.4K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,270 | $518.2K | 0.16% | −147−2.3% | Reduced |