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 |
|---|---|---|---|---|---|
| Traphagen Investment Advisors LLC | 6,264 | $517.6K | 0.04% | −98−1.5% | Reduced |
| Fortress Financial Group, LLC | 6,252 | $516.7K | 0.26% | +17+0.3% | Added |
| XY Planning Network, Inc. | 6,252 | $516.6K | 0.06% | +673+12.1% | Added |
| ASL Financial, LLC | 6,233 | $515.1K | 0.36% | 00.0% | Unchanged |
| LMR Partners LLP | 6,225 | $514.4K | 0.00% | +6,225 | New |
| Revolve Wealth Partners, LLC | 6,220 | $514.0K | 0.05% | +1,315+26.8% | Added |
| Atlas Brown,Inc. | 6,215 | $513.6K | 0.14% | −40−0.6% | Reduced |
| Verus Capital Partners, LLC | 6,199 | $512.3K | 0.03% | +233+3.9% | Added |
| Seamount Financial Group Inc | 6,182 | $510.9K | 0.21% | +249+4.2% | Added |
| Vista Capital Partners, Inc. | 6,182 | $510.9K | 0.04% | −518−7.7% | Reduced |
| London & Capital Asset Management Ltd | 6,182 | $510.9K | 0.00% | −9,717−61.1% | Reduced |
| Indiana Trust & Investment Management CO | 6,170 | $509.9K | 0.14% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 6,166 | $509.5K | 0.06% | +305+5.2% | Added |
| Jacobsen Capital Management | 6,153 | $508.5K | 0.15% | −45−0.7% | Reduced |
| Wealth Preservation Advisors, LLC | 6,150 | $508.2K | 0.29% | −229−3.6% | Reduced |
| Colonial Trust Co | 6,133 | $506.8K | 0.06% | +463+8.2% | Added |
| Denver Wealth Management, Inc. | 6,133 | $506.8K | 0.15% | +249+4.2% | Added |
| TBH Global Asset Management, LLC | 6,103 | $504.4K | 0.09% | −7,274−54.4% | Reduced |
| Arbor Investment Advisors, LLC | 6,094 | $503.6K | 0.06% | +6,094 | New |
| Silver Oak Advisory Group, Inc. | 6,095 | $503.0K | 0.20% | −489−7.4% | Reduced |
| Wayfinding Financial, LLC | 6,090 | $503.0K | 0.19% | +48+0.8% | Added |
| Axis Wealth Partners, LLC | 6,081 | $502.5K | 0.24% | −586−8.8% | Reduced |
| Cardiff Park Advisors, LLC | 6,062 | $501.0K | 0.04% | −90−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 6,059 | $500.7K | 0.02% | −347−5.4% | Reduced |
| Western Pacific Wealth Management, LP | 6,050 | $499.9K | 0.45% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6,036 | $498.8K | 0.15% | +88+1.5% | Added |
| Alethea Capital Management, LLC | 6,030 | $498.3K | 0.21% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 6,029 | $498.2K | 0.27% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,028 | $498.1K | 0.30% | +20.0% | Added |
| Waldron Private Wealth LLC | 6,023 | $497.7K | 0.02% | +168+2.9% | Added |
| Acropolis Investment Management, LLC | 6,009 | $496.6K | 0.02% | +24+0.4% | Added |
| Sequent Asset Management, LLC | 6,007 | $496.4K | 0.21% | −611−9.2% | Reduced |
| Compagnie Lombard Odier SCmA | 6,000 | $495.8K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 5,999 | $495.8K | 0.09% | +5,999 | New |
| Rosenberg Matthew Hamilton | 5,993 | $495.3K | 0.09% | +1,588+36.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,962 | $492.7K | 0.16% | −57−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 5,961 | $492.7K | 0.06% | −1,277−17.6% | Reduced |
| Washington Trust Advisors, Inc. | 5,959 | $492.5K | 0.04% | −694−10.4% | Reduced |
| Zullo Investment Group, Inc. | 5,955 | $492.2K | 0.17% | +16+0.3% | Added |
| Intellectus Partners, LLC | 5,945 | $491.3K | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 5,935 | $490.5K | 0.21% | −12−0.2% | Reduced |
| tru Independence LLC | 5,946 | $490.2K | 0.21% | −95−1.6% | Reduced |
| CVFG LLC | 5,931 | $490.1K | 0.05% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $487.6K | 0.11% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,899 | $487.5K | 0.02% | +5,891+73,637.5% | Added |
| Kestra Investment Management, LLC | 5,890 | $486.7K | 0.01% | +3,008+104.4% | Added |
| Searle & Co. | 5,887 | $486.5K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,866 | $484.8K | 0.09% | +4+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,866 | $484.7K | 0.02% | −171−2.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,853 | $483.7K | 0.05% | −169−2.8% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 5,850 | $483.4K | 0.10% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,831 | $481.9K | 0.12% | +33+0.6% | Added |
| Peak Planning Group, LLC | 5,829 | $481.7K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,807 | $479.9K | 0.09% | +45+0.8% | Added |
| Vann Equity Management LLC | 5,773 | $477.1K | 0.29% | −30−0.5% | Reduced |
| Campion Asset Management LLC | 5,763 | $476.3K | 0.29% | +6+0.1% | Added |
| Morris Financial Concepts, Inc. | 5,761 | $476.1K | 0.15% | −19−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 5,760 | $476.0K | 0.05% | −4−0.1% | Reduced |
| Coign Capital Advisors LLC | 5,754 | $475.5K | 0.21% | +5,754 | New |
| Flagship Harbor Advisors, LLC | 5,753 | $475.4K | 0.02% | +2,317+67.4% | Added |
| G2 Capital Management, LLC | 5,738 | $474.2K | 0.10% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,722 | $472.9K | 0.15% | +843+17.3% | Added |
| SFMG, LLC | 5,703 | $471.3K | 0.03% | +1,683+41.9% | Added |
| Safeguard Investment Advisory Group, LLC | 5,699 | $470.9K | 0.11% | +876+18.2% | Added |
| BridgePort Financial Solutions, LLC | 5,663 | $468.0K | 0.12% | +285+5.3% | Added |
| Sax Wealth Advisors, LLC | 5,871 | $467.4K | 0.02% | +417+7.6% | Added |
| Hayek Kallen Investment Management | 5,655 | $467.0K | 0.14% | +30+0.5% | Added |
| Traveka Wealth, LLC | 5,650 | $466.9K | 0.16% | +102+1.8% | Added |
| Thompson Investment Management, Inc. | 5,648 | $466.8K | 0.05% | +39+0.7% | Added |
| Regal Investment Advisors LLC | 5,644 | $466.4K | 0.02% | +109+2.0% | Added |
| Tiaa Trust, National Association | 5,636 | $465.8K | 0.03% | −15,146−72.9% | Reduced |
| Bradyco, Inc. | 5,630 | $465.3K | 0.53% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,592 | $462.1K | 0.08% | +503+9.9% | Added |
| Genesis Private Wealth, LLC | 5,569 | $460.2K | 0.13% | −27−0.5% | Reduced |
| Wedge Capital Management L L P | 5,555 | $459.1K | 0.01% | −638−10.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,550 | $458.7K | 0.01% | +286+5.4% | Added |
| Curated Wealth Partners LLC | 5,542 | $458.0K | 0.05% | +2,775+100.3% | Added |
| Lexington Hill Partners, LLC | 5,538 | $457.7K | 0.22% | −412−6.9% | Reduced |
| Xcel Wealth Management, LLC | 5,536 | $457.5K | 0.11% | −17,569−76.0% | Reduced |
| Icapital Wealth LLC | 5,530 | $457.0K | 0.26% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,523 | $456.4K | 0.04% | −40,469−88.0% | Reduced |
| Hikari Power Ltd | 5,500 | $455.0K | 0.05% | −1,500−21.4% | Reduced |
| Blueshift Asset Management, LLC | 5,504 | $454.9K | 0.11% | −3,235−37.0% | Reduced |
| Baldwin Brothers Inc | 5,499 | $454.4K | 0.03% | −601−9.9% | Reduced |
| Athena Investment Management | 5,469 | $452.0K | 0.27% | −4,166−43.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 5,462 | $451.4K | 0.07% | +20.0% | Added |
| Titleist Asset Management, LLC | 5,456 | $450.9K | 0.03% | −1,024−15.8% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $450.4K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,430 | $448.7K | 0.09% | −312−5.4% | Reduced |
| First Command Advisory Services, Inc. | 5,418 | $447.7K | 0.00% | −1,154−17.6% | Reduced |
| Boyd Watterson Asset Management LLC | 5,411 | $447.2K | 0.12% | −91−1.7% | Reduced |
| Novare Capital Management LLC | 5,410 | $447.1K | 0.03% | −3,234−37.4% | Reduced |
| Fruth Investment Management | 5,418 | $447.0K | 0.11% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,408 | $446.9K | 0.13% | +1,733+47.2% | Added |
| Arcataur Capital Management LLC | 5,406 | $446.8K | 0.11% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 5,198 | $446.7K | 0.06% | −178−3.3% | Reduced |
| Detalus Advisors, LLC | 5,400 | $446.3K | 0.09% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5,396 | $446.0K | 0.14% | −93−1.7% | Reduced |
| Atlas Legacy Advisors, LLC | 5,333 | $445.1K | 0.07% | +1,298+32.2% | Added |
| First Citizens Financial Corp | 5,381 | $444.7K | 0.19% | −363−6.3% | Reduced |