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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 5,381 | $444.6K | 0.06% | +444+9.0% | Added |
| Roberts Wealth Advisors, LLC | 5,377 | $444.4K | 0.10% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 5,376 | $444.2K | 0.16% | +161+3.1% | Added |
| Cascade Financial Partners, LLC | 5,375 | $444.2K | 0.04% | −288−5.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,015 | $441.8K | 0.02% | +5,015 | New |
| Gradient Capital Advisors, LLC | 5,338 | $441.1K | 0.10% | −693−11.5% | Reduced |
| Encompass More Asset Management | 5,335 | $440.9K | 0.06% | −26−0.5% | Reduced |
| GK Wealth Management LLC | 5,323 | $439.8K | 0.27% | +5,323 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,316 | $439.3K | 0.07% | −447−7.8% | Reduced |
| Optivise Advisory Services LLC | 5,316 | $439.3K | 0.22% | +577+12.2% | Added |
| Brown Financial Advisors | 5,283 | $436.6K | 0.15% | +98+1.9% | Added |
| OneAscent Wealth Management LLC | 5,272 | $435.7K | 0.13% | −2,020−27.7% | Reduced |
| Marino, Stram & Associates LLC | 5,268 | $435.3K | 0.07% | +55+1.1% | Added |
| CFS Investment Advisory Services, LLC | 5,084 | $434.7K | 0.03% | +1,848+57.1% | Added |
| Diversified Management Inc | 5,255 | $434.3K | 0.09% | −12,521−70.4% | Reduced |
| Fox Run Management, L.L.C. | 5,240 | $433.0K | 0.07% | −11,485−68.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,850 | $432.5K | 0.26% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 5,230 | $432.2K | 0.38% | 00.0% | Unchanged |
| Vantus Wealth LLC | 5,228 | $432.0K | 0.23% | +5,228 | New |
| Riversedge Advisors, LLC | 5,219 | $431.3K | 0.06% | +5,219 | New |
| Credit Industriel Et Commercial | 5,211 | $430.6K | 0.05% | −3,214−38.1% | Reduced |
| Matrix Private Capital Group LLC | 5,209 | $430.5K | 0.19% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5,198 | $429.6K | 0.05% | +5,198 | New |
| Alternative Investment Advisors, LLC. | 5,197 | $429.5K | 0.17% | +28+0.5% | Added |
| Tactive Advisors, LLC | 5,190 | $428.9K | 0.11% | −2,177−29.6% | Reduced |
| Range Advisory, LLC | 5,189 | $428.9K | 0.05% | +657+14.5% | Added |
| Northcape Wealth Management, LLC | 5,182 | $428.2K | 0.11% | +1,185+29.6% | Added |
| Smith, Moore & Co. | 5,165 | $426.8K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 5,165 | $426.8K | 0.02% | +102+2.0% | Added |
| DF Dent & Co Inc | 5,154 | $425.9K | 0.01% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,153 | $425.8K | 0.09% | 00.0% | Unchanged |
| Kelsey Financial, LLC | 5,149 | $425.5K | 0.32% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,134 | $424.3K | 0.02% | −181−3.4% | Reduced |
| Fortem Financial Group, LLC | 5,133 | $424.2K | 0.09% | −103−2.0% | Reduced |
| Allegheny Financial Group LTD | 5,125 | $423.6K | 0.04% | −172−3.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5,120 | $423.1K | 0.05% | +374+7.9% | Added |
| Independence Wealth Advisors, LLC | 5,116 | $422.7K | 0.21% | +573+12.6% | Added |
| BCJ Capital Management, LLC | 5,114 | $422.6K | 0.02% | +11+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 5,108 | $422.1K | 0.05% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 5,100 | $421.5K | 0.03% | −400−7.3% | Reduced |
| Ahara Advisors LLC | 5,093 | $420.9K | 0.28% | +23+0.5% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $419.7K | 0.02% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,073 | $419.2K | 0.10% | −16−0.3% | Reduced |
| Raelipskie Partnership | 5,070 | $419.0K | 0.16% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 5,068 | $418.8K | 0.11% | +1,308+34.8% | Added |
| Twinbeech Capital LP | 5,060 | $418.2K | 0.08% | −3,202−38.8% | Reduced |
| Northstar Financial Companies, Inc. | 5,058 | $418.0K | 0.28% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 5,056 | $417.8K | 0.04% | −7,390−59.4% | Reduced |
| Petros Family Wealth, LLC | 5,037 | $416.3K | 0.25% | −316−5.9% | Reduced |
| Lakeridge Wealth Management LLC | 5,022 | $415.0K | 0.15% | −146−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,959 | $413.4K | 0.05% | +1,465+41.9% | Added |
| Shufro Rose & Co LLC | 5,000 | $413.2K | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $413.2K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,000 | $413.2K | 0.06% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 5,000 | $413.2K | 0.09% | +2,375+90.5% | Added |
| Gateway Wealth Partners, LLC | 4,997 | $412.9K | 0.02% | −9,158−64.7% | Reduced |
| Ruffer LLP | 5,000 | $412.7K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 4,993 | $412.6K | 0.14% | +4,993 | New |
| Quantum Financial Advisors, LLC | 4,983 | $411.8K | 0.04% | −441−8.1% | Reduced |
| Gallagher Capital Advisors, LLC | 4,983 | $411.8K | 0.24% | +4,983 | New |
| Madison Wealth Partners, Inc | 4,976 | $411.2K | 0.05% | +564+12.8% | Added |
| Successful Portfolios LLC | 4,721 | $410.7K | 0.19% | +10.0% | Added |
| Kesler, Norman & Wride, LLC | 4,965 | $410.3K | 0.06% | +32+0.6% | Added |
| Fiera Capital Corp | 4,955 | $409.5K | 0.00% | −240−4.6% | Reduced |
| Capital Analysts, LLC | 4,943 | $409.0K | 0.01% | −18−0.4% | Reduced |
| Walker Asset Management, LLC | 4,944 | $408.6K | 0.21% | +26+0.5% | Added |
| Brewster Financial Planning LLC | 4,941 | $408.4K | 0.22% | +24+0.5% | Added |
| Blue Rock Wealth Management LLC | 4,940 | $408.2K | 0.23% | −5,117−50.9% | Reduced |
| WoodTrust Financial Corp | 4,942 | $408.0K | 0.05% | +41+0.8% | Added |
| Jacksonville Wealth Management, LLC | 4,925 | $407.0K | 0.23% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,924 | $406.9K | 0.04% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 4,649 | $406.8K | 0.16% | +4,649 | New |
| First Financial Corp | 4,911 | $405.8K | 0.14% | 00.0% | Unchanged |
| FLC Capital Advisors | 4,906 | $405.4K | 0.07% | −921−15.8% | Reduced |
| Mma Asset Management LLC | 4,902 | $405.1K | 0.13% | −23−0.5% | Reduced |
| Klingenstein Fields & Co LP | 4,901 | $405.0K | 0.01% | −10−0.2% | Reduced |
| Byrne Financial Freedom, LLC | 4,898 | $404.7K | 0.16% | −44−0.9% | Reduced |
| Nixon Peabody Trust Co | 4,894 | $404.4K | 0.03% | +692+16.5% | Added |
| Caisse des Depots Et Consignations | 4,893 | $404.4K | 0.01% | −93,679−95.0% | Reduced |
| Flatrock Wealth Partners LLC | 4,891 | $404.2K | 0.16% | +4,891 | New |
| Lynch Investment Planning, LLC | 4,876 | $403.0K | 0.31% | +400+8.9% | Added |
| Novem Group | 4,866 | $402.2K | 0.04% | +59+1.2% | Added |
| Aegis Wealth Management LLC | 4,864 | $402.0K | 0.19% | +4,864 | New |
| Laurion Capital Management LP | 4,841 | $400.1K | 0.03% | +4,841 | New |
| Willner & Heller, LLC | 4,838 | $399.8K | 0.25% | −295−5.7% | Reduced |
| Buckhead Capital Management LLC | 4,829 | $399.1K | 0.14% | 00.0% | Unchanged |
| Maia Wealth LLC | 4,827 | $398.9K | 0.06% | −1,040−17.7% | Reduced |
| Old Mission Investment Co LLC | 4,818 | $398.1K | 0.08% | +102+2.2% | Added |
| Omnia Family Wealth, LLC | 4,805 | $397.1K | 0.11% | +1,435+42.6% | Added |
| Cypress Capital Group | 4,793 | $396.1K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 4,797 | $396.0K | 0.07% | +126+2.7% | Added |
| Hunter Associates Investment Management LLC | 4,802 | $396.0K | 0.05% | +4,802 | New |
| Duncker Streett & Co Inc | 4,756 | $393.0K | 0.07% | −101−2.1% | Reduced |
| AA Financial Advisors, LLC | 4,751 | $392.6K | 0.05% | −186−3.8% | Reduced |
| Bruce G. Allen Investments, LLC | 4,745 | $392.1K | 0.25% | −92−1.9% | Reduced |
| North Berkeley Wealth Management, LLC | 4,727 | $390.6K | 0.16% | −25−0.5% | Reduced |
| Register Financial Advisors LLC | 4,720 | $390.1K | 0.12% | −1,019−17.8% | Reduced |
| RW Investment Management LLC | 4,713 | $389.5K | 0.03% | −550−10.5% | Reduced |
| Intrust Bank NA | 4,711 | $389.4K | 0.03% | −608−11.4% | Reduced |
| Bernardo Wealth Planning LLC | 4,706 | $388.9K | 0.07% | +196+4.3% | Added |