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 |
|---|---|---|---|---|---|
| Corps Capital Advisors, LLC | 4,182 | $345.6K | 0.28% | +4,182 | New |
| Vista Private Wealth Partners. LLC | 3,889 | $345.4K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,179 | $345.4K | 0.05% | +8+0.2% | Added |
| Aviance Capital Partners, LLC | 4,179 | $345.3K | 0.04% | −100−2.3% | Reduced |
| Piedmont Capital Management, LLC | 4,170 | $344.6K | 0.21% | +30+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,162 | $343.9K | 0.07% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,157 | $343.5K | 0.05% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 4,153 | $343.2K | 0.12% | −96−2.3% | Reduced |
| Brady Family Wealth, LLC | 4,153 | $343.2K | 0.10% | +10.0% | Added |
| GFS Advisors, LLC | 59 | $343.0K | 0.04% | −4,091−98.6% | Reduced |
| Lawood & Co | 4,118 | $340.3K | 0.23% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 4,117 | $340.2K | 0.21% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,116 | $340.1K | 0.03% | −282−6.4% | Reduced |
| Swiss Re Ltd | 4,111 | $339.7K | 0.03% | +3,792+1,188.7% | Added |
| Payden & Rygel | 4,100 | $339.0K | 0.03% | +4,100 | New |
| Levin Capital Strategies, L.P. | 4,100 | $338.8K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $338.8K | 0.16% | 00.0% | Unchanged |
| BXM Wealth LLC | 4,097 | $338.6K | 0.18% | +773+23.3% | Added |
| Capital Management Associates, Inc | 4,095 | $338.4K | 0.07% | −97−2.3% | Reduced |
| WealthPoint Financial, LLC | 4,092 | $338.1K | 0.25% | +160+4.1% | Added |
| Wall Street Financial Group, Inc. | 4,088 | $337.8K | 0.18% | +907+28.5% | Added |
| Landing Point Financial Group, LLC | 4,087 | $337.7K | 0.11% | −44−1.1% | Reduced |
| Centurion Wealth Management LLC | 4,077 | $336.9K | 0.08% | −126−3.0% | Reduced |
| Investment Advisory Group, LLC | 4,072 | $336.5K | 0.07% | +196+5.1% | Added |
| New World Advisors LLC | 4,069 | $336.3K | 0.06% | +613+17.7% | Added |
| Paul Damon & Associates, Inc. | 4,061 | $335.6K | 0.13% | −131−3.1% | Reduced |
| ABN AMRO Bank N.V. | 4,067 | $335.5K | 0.00% | +67+1.7% | Added |
| Next Level Private LLC | 4,057 | $335.3K | 0.07% | +26+0.6% | Added |
| Ssi Investment Management LLC | 4,057 | $335.3K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 4,052 | $334.9K | 0.02% | 00.0% | Unchanged |
| KWB Wealth | 4,051 | $334.8K | 0.03% | −1,148−22.1% | Reduced |
| Discipline Wealth Solutions, LLC | 4,048 | $334.5K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 4,047 | $334.4K | 0.18% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,038 | $333.7K | 0.14% | −539−11.8% | Reduced |
| Weinberger Asset Management, Inc | 3,860 | $333.7K | 0.11% | −60−1.5% | Reduced |
| Charter Trust Co | 4,035 | $333.5K | 0.02% | −41−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 4,024 | $332.6K | 0.07% | 00.0% | Unchanged |
| James Hambro & Partners | 4,019 | $332.2K | 0.01% | 00.0% | Unchanged |
| Kure Advisory, LLC | 4,002 | $330.7K | 0.16% | +38+1.0% | Added |
| United Bank | 4,000 | $330.6K | 0.04% | 00.0% | Unchanged |
| Dempze Nancy E | 4,000 | $330.6K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $330.6K | 0.14% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,999 | $330.5K | 0.05% | +3,999 | New |
| McMillan Office, Inc. | 3,978 | $328.7K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,952 | $326.6K | 0.01% | +105+2.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,936 | $325.3K | 0.07% | +688+21.2% | Added |
| Granite Harbor Advisors, Inc. | 3,934 | $325.1K | 0.13% | −16−0.4% | Reduced |
| Schiavi & Co LLC | 2,866 | $324.6K | 0.09% | −250−8.0% | Reduced |
| Security National Bank of So Dak | 3,927 | $324.5K | 0.15% | 00.0% | Unchanged |
| Inceptionr LLC | 3,922 | $324.1K | 0.08% | −15,639−79.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,921 | $324.0K | 0.04% | −15−0.4% | Reduced |
| Crewe Advisors LLC | 3,918 | $323.8K | 0.02% | +360+10.1% | Added |
| Basepoint Wealth LLC | 3,917 | $323.7K | 0.19% | −2,261−36.6% | Reduced |
| Bill Few Associates, Inc. | 3,915 | $323.5K | 0.07% | −448−10.3% | Reduced |
| Financial Network Wealth Advisors LLC | 3,907 | $322.9K | 0.33% | +35+0.9% | Added |
| Lifeworks Advisors, LLC | 3,901 | $322.4K | 0.03% | −193−4.7% | Reduced |
| Marietta Investment Partners LLC | 3,900 | $322.3K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,893 | $322.0K | 0.02% | −3,274−45.7% | Reduced |
| Madrona Financial Services, LLC | 3,892 | $321.7K | 0.06% | −6−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,888 | $321.3K | 0.04% | +80+2.1% | Added |
| Linscomb & Williams, Inc. | 3,888 | $321.3K | 0.01% | −5,522−58.7% | Reduced |
| Accelerate Investment Advisors LLC | 3,881 | $320.8K | 0.18% | +40+1.0% | Added |
| Parkwoods Wealth Partners, LLC | 3,880 | $320.6K | 0.05% | +3,880 | New |
| Swan Global Investments, LLC | 3,873 | $320.1K | 0.01% | +1,161+42.8% | Added |
| 49 Wealth Management, LLC | 3,873 | $320.0K | 0.06% | −1,833−32.1% | Reduced |
| Alongside, LLC | 3,873 | $320.0K | 0.06% | +3,873 | New |
| Retirement Planning Group | 3,872 | $320.0K | 0.01% | +345+9.8% | Added |
| Kera Capital Partners, Inc. | 3,869 | $319.7K | 0.03% | +569+17.2% | Added |
| RAM Investment Partners, LLC | 3,854 | $318.5K | 0.05% | −2,526−39.6% | Reduced |
| Peninsula Asset Management Inc | 3,851 | $318.2K | 0.15% | 00.0% | Unchanged |
| Adelphi Trust Co | 3,841 | $317.4K | 0.21% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,838 | $317.2K | 0.19% | −58−1.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,837 | $317.1K | 0.19% | +3+0.1% | Added |
| HRC Wealth Management, LLC | 3,836 | $317.0K | 0.13% | +10.0% | Added |
| Hanlon Investment Management, Inc. | 3,830 | $316.5K | 0.17% | −9,217−70.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,829 | $316.4K | 0.02% | −24−0.6% | Reduced |
| Fortis Capital Management LLC | 3,828 | $316.4K | 0.04% | +587+18.1% | Added |
| Petix & Botte Co | 3,828 | $316.3K | 0.06% | +1,914+100.0% | Added |
| United Wealth Management, LLC | 3,818 | $315.5K | 0.07% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 3,818 | $315.5K | 0.04% | −19−0.5% | Reduced |
| Advus Financial Partners, LLC | 3,813 | $315.1K | 0.07% | −171−4.3% | Reduced |
| Great Waters Wealth Management | 3,811 | $314.9K | 0.03% | −121−3.1% | Reduced |
| Cannon Wealth Management Services, LLC | 3,807 | $314.6K | 0.17% | +81+2.2% | Added |
| Ipswich Investment Management Co., Inc. | 3,804 | $314.4K | 0.07% | −78−2.0% | Reduced |
| Westhampton Capital, LLC | 3,800 | $314.0K | 0.13% | 00.0% | Unchanged |
| ERn Financial, LLC | 3,799 | $313.9K | 0.05% | +1,217+47.1% | Added |
| Laraway Financial Inc | 3,789 | $313.1K | 0.19% | +4+0.1% | Added |
| Adamsbrown Wealth Consultants LLC | 3,775 | $312.0K | 0.06% | +56+1.5% | Added |
| Vicus Capital | 3,774 | $311.9K | 0.02% | −117−3.0% | Reduced |
| Pinnacle Holdings, LLC | 3,772 | $311.7K | 0.10% | 00.0% | Unchanged |
| StoryOne LLC | 3,766 | $311.2K | 0.15% | +3,766 | Added |
| Grove Street Fiduciary, LLC | 3,766 | $311.2K | 0.13% | 00.0% | Unchanged |
| GDS Wealth Management | 3,757 | $310.5K | 0.01% | +591+18.7% | Added |
| Quantessence Capital LLC | 3,754 | $310.2K | 0.91% | +3,754 | New |
| Analyst IMS Investment Management Services Ltd. | 3,739 | $309.0K | 0.01% | −3,550−48.7% | Reduced |
| X-Square Capital, LLC | 3,745 | $309.0K | 0.08% | +6+0.2% | Added |
| Powers Advisory Group, LLC | 3,739 | $309.0K | 0.10% | +226+6.4% | Added |
| BTG Pactual Asset Management US LLC | 3,738 | $308.9K | 0.02% | +2+0.1% | Added |
| TCP Asset Management, LLC | 3,736 | $308.7K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,726 | $307.9K | 0.07% | +21+0.6% | Added |