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: 17 institutions have reported holding WFC so far. See Q3 2026
- Institutional holders
- 2,882
- +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
- 1,144 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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 3,723 | $307.7K | 0.15% | 00.0% | Unchanged |
| Madson Wealth Advisors Inc | 3,718 | $307.3K | 0.21% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 3,718 | $307.2K | 0.34% | +15+0.4% | Added |
| Beaumont Financial Advisors, LLC | 3,715 | $307.0K | 0.02% | +238+6.8% | Added |
| Northland Securities, Inc. | 3,700 | $305.8K | 0.18% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,691 | $305.1K | 0.08% | +75+2.1% | Added |
| Beck Mack & Oliver LLC | 3,682 | $304.3K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,667 | $303.0K | 0.03% | −377−9.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,678 | $303.0K | 0.08% | −79−2.1% | Reduced |
| Ambassador Advisors, LLC | 3,665 | $302.9K | 0.04% | +3,665 | New |
| Trust Co of Virginia | 3,665 | $302.9K | 0.02% | +64+1.8% | Added |
| Lifelong Wealth Advisors, Inc. | 3,664 | $302.8K | 0.07% | +17+0.5% | Added |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $302.5K | 0.21% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,658 | $302.3K | 0.04% | +3,658 | New |
| Principal Street Partners, LLC | 3,647 | $301.4K | 0.04% | −503−12.1% | Reduced |
| TCI Wealth Advisors, Inc. | 3,644 | $301.1K | 0.01% | −557−13.3% | Reduced |
| Werba Rubin Papier Wealth Management | 3,635 | $300.4K | 0.04% | −659−15.3% | Reduced |
| D'Orazio & Associates, Inc. | 3,633 | $300.2K | 0.03% | +135+3.9% | Added |
| Five Oceans Advisors | 3,625 | $299.6K | 0.10% | +125+3.6% | Added |
| Nolet Wealth Management, LLC | 3,622 | $299.3K | 0.17% | −4−0.1% | Reduced |
| Trust Co of the South | 3,621 | $299.2K | 0.04% | +1,091+43.1% | Added |
| Advisory Resource Group | 3,619 | $299.1K | 0.04% | +516+16.6% | Added |
| Verity & Verity, LLC | 3,605 | $297.9K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,603 | $297.8K | 0.02% | −32−0.9% | Reduced |
| United Advisor Group, LLC | 3,601 | $297.6K | 0.03% | −389−9.7% | Reduced |
| Cannon Financial Strategists, Inc. | 3,600 | $297.5K | 0.03% | +3,600 | New |
| Rise Advisors, LLC | 3,591 | $296.8K | 0.08% | +207+6.1% | Added |
| Navis Wealth Advisors, LLC | 3,575 | $295.4K | 0.11% | −5−0.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,376 | $295.3K | 0.04% | −8−0.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,041 | $294.9K | 0.09% | −455−13.0% | Reduced |
| Trustmark National Bank Trust Department | 3,560 | $294.2K | 0.02% | −452−11.3% | Reduced |
| Stonebridge Financial Group, LLC | 3,558 | $294.0K | 0.02% | −2−0.1% | Reduced |
| Wealthquest Corp | 3,556 | $293.9K | 0.02% | +81+2.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,555 | $293.8K | 0.03% | +3,555 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,553 | $293.6K | 0.04% | −475−11.8% | Reduced |
| Sagewood Asset Management LP | 3,548 | $293.2K | 0.07% | +3,548 | New |
| Boston Family Office LLC | 3,548 | $293.0K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,543 | $292.8K | 0.30% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,537 | $292.0K | 0.01% | +67+1.9% | Added |
| BetterWealth, LLC | 3,526 | $291.4K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,520 | $290.9K | 0.02% | −223−6.0% | Reduced |
| RKL Wealth Management LLC | 3,513 | $290.3K | 0.02% | −176−4.8% | Reduced |
| Financial Security Advisor, Inc. | 3,510 | $290.0K | 0.05% | −175−4.7% | Reduced |
| HC Advisors, LLC | 3,501 | $289.3K | 0.18% | −110−3.0% | Reduced |
| Custom Index Systems, LLC | 3,500 | $289.2K | 0.10% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,499 | $289.2K | 0.05% | −80−2.2% | Reduced |
| Tobias Financial Advisors, Inc. | 3,496 | $288.9K | 0.04% | −3−0.1% | Reduced |
| McMill Wealth Management | 3,491 | $288.5K | 0.07% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,489 | $288.3K | 0.06% | +6+0.2% | Added |
| Northstar Group, Inc. | 3,482 | $287.8K | 0.04% | 00.0% | Unchanged |
| Tillman Hartley LLC | 3,482 | $287.8K | 0.06% | −783−18.4% | Reduced |
| Sprinkle Financial Consultants LLC | 3,473 | $287.0K | 0.11% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,467 | $286.5K | 0.01% | +116+3.5% | Added |
| Elevated Financial Group LLC | 3,456 | $285.6K | 0.08% | +701+25.4% | Added |
| DB&C Advisors, LLC | 3,453 | $285.4K | 0.31% | +14+0.4% | Added |
| Private Advisory Group LLC | 3,448 | $284.9K | 0.02% | −537−13.5% | Reduced |
| Consilio Wealth Advisors, LLC | 3,448 | $284.9K | 0.07% | +57+1.7% | Added |
| Eagle Bay Advisors LLC | 3,447 | $284.9K | 0.21% | +412+13.6% | Added |
| Asset Planning,Inc | 3,446 | $284.8K | 0.18% | +17+0.5% | Added |
| Compass Financial Services Inc | 3,442 | $284.5K | 0.11% | −823−19.3% | Reduced |
| BSW Wealth Partners | 3,438 | $284.2K | 0.03% | −85−2.4% | Reduced |
| Vistica Wealth Advisors, LLC | 3,436 | $284.0K | 0.25% | −17−0.5% | Reduced |
| Lionshead Wealth Management, LLC | 3,436 | $284.0K | 0.18% | +45+1.3% | Added |
| Motive Wealth Advisors | 3,434 | $283.8K | 0.12% | −195−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,433 | $283.7K | 0.00% | −605−15.0% | Reduced |
| Ullmann Financial Group, Inc. | 3,432 | $283.7K | 0.03% | +120+3.6% | Added |
| Cascades Capital Asset Management, LLC | 3,423 | $282.9K | 0.10% | −202−5.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,422 | $282.8K | 0.09% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,415 | $282.2K | 0.09% | −1,000−22.7% | Reduced |
| Verity Asset Management, Inc. | 3,407 | $281.5K | 0.11% | +3,407 | New |
| BCR Wealth Strategies, LLC | 3,401 | $281.0K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,400 | $281.0K | 0.24% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 3,394 | $280.5K | 0.22% | +3,394 | New |
| Consolidated Planning Corp | 3,389 | $280.1K | 0.04% | +44+1.3% | Added |
| Verus Financial Partners, Inc. | 3,381 | $279.4K | 0.02% | +4+0.1% | Added |
| HFG Advisors, Inc. | 3,380 | $279.3K | 0.17% | −316−8.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,376 | $279.0K | 0.06% | +3,376 | New |
| Asset Dedication, LLC | 3,376 | $279.0K | 0.02% | −261−7.2% | Reduced |
| Core Wealth Partners LLC | 3,373 | $278.7K | 0.12% | +51+1.5% | Added |
| Emergent Wealth Advisors, LLC | 3,732 | $278.1K | 0.14% | +168+4.7% | Added |
| Missouri Trust & Investment Co | 3,208 | $277.4K | 0.08% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,354 | $277.1K | 0.01% | +113+3.5% | Added |
| Solidarilty Wealth, LLC | 3,353 | $277.1K | 0.05% | −23−0.7% | Reduced |
| AGH Wealth Advisors, LLC | 3,353 | $277.1K | 0.17% | +3,353 | New |
| ESL Trust Services, LLC | 3,352 | $277.0K | 0.05% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 3,351 | $276.9K | 0.12% | +85+2.6% | Added |
| Graham Capital Management, L.P. | 3,344 | $276.3K | 0.01% | +2,805+520.4% | Added |
| Yukon Wealth Management, Inc. | 3,343 | $276.3K | 0.08% | +3,343 | New |
| Wilian Securities, LLC | 3,337 | $275.8K | 0.16% | −68−2.0% | Reduced |
| Penserra Capital Management LLC | 3,350 | $275.0K | 0.00% | +114+3.5% | Added |
| Capital Advisors, Ltd. LLC | 3,318 | $274.0K | 0.03% | −196−5.6% | Reduced |
| KG&L Capital Management,LLC | 3,313 | $273.8K | 0.16% | −4,350−56.8% | Reduced |
| Pennington Partners & Co., LLC | 3,313 | $273.8K | 0.09% | +3,313 | New |
| Strategic Family Wealth Counselors, L.L.C. | 3,309 | $273.4K | 0.06% | +3,309 | New |
| Legend Capital Advisors LLC | 3,300 | $272.7K | 0.15% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,295 | $272.3K | 0.10% | −11−0.3% | Reduced |
| Eagle Wealth Strategies LLC | 3,290 | $271.9K | 0.10% | −140−4.1% | Reduced |
| Blalock Williams, LLC | 3,288 | $271.7K | 0.18% | +199+6.4% | Added |
| Matauro, LLC | 3,287 | $271.6K | 0.04% | −408−11.0% | Reduced |
| Bogart Wealth, LLC | 3,279 | $270.9K | 0.01% | +1,452+79.5% | Added |