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 |
|---|---|---|---|---|---|
| Hara Capital LLC | 3,273 | $270.5K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,266 | $270.0K | 0.03% | −25−0.8% | Reduced |
| Guyasuta Investment Advisors Inc | 3,264 | $269.8K | 0.01% | +2+0.1% | Added |
| Investment Advisory Services Inc | 3,260 | $269.4K | 0.08% | +89+2.8% | Added |
| Paragon Capital Management Ltd | 3,256 | $269.1K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,253 | $268.9K | 0.01% | +418+14.7% | Added |
| Builder Investment Group Inc | 3,250 | $268.6K | 0.05% | 00.0% | Unchanged |
| Black Swift Group, LLC | 3,250 | $268.6K | 0.04% | +3,250 | New |
| Shelter Rock Management, LLC | 3,248 | $268.4K | 0.26% | +19+0.6% | Added |
| EdgeRock Capital LLC | 3,246 | $268.2K | 0.06% | −978−23.2% | Reduced |
| Avenue 1 Advisors, LLC | 3,234 | $267.3K | 0.07% | −112−3.3% | Reduced |
| Greenwich Wealth Management LLC | 3,234 | $267.0K | 0.01% | −46−1.4% | Reduced |
| Johnson Financial Group, LLC | 3,229 | $266.8K | 0.01% | +3,229 | New |
| Parkway Wealth Management Group, LLC | 3,227 | $266.7K | 0.03% | −470−12.7% | Reduced |
| Hoxton Planning & Management, LLC | 3,227 | $266.7K | 0.07% | −22−0.7% | Reduced |
| Okabena Investment Services Inc | 3,225 | $266.5K | 0.05% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 3,217 | $265.9K | 0.08% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 3,212 | $265.4K | 0.04% | −200−5.9% | Reduced |
| Bell Investment Advisors, Inc | 3,204 | $264.8K | 0.04% | +446+16.2% | Added |
| Kearns & Associates LLC | 3,200 | $264.4K | 0.12% | −2,050−39.0% | Reduced |
| Financial Management Network Inc | 3,021 | $264.3K | 0.04% | +16+0.5% | Added |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $264.3K | 0.01% | 00.0% | Unchanged |
| SFE Investment Counsel | 3,195 | $264.0K | 0.04% | −273−7.9% | Reduced |
| RDA Financial Network | 3,193 | $263.9K | 0.06% | +132+4.3% | Added |
| City State Bank | 3,189 | $263.5K | 0.06% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,187 | $263.4K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,187 | $263.4K | 0.12% | 00.0% | Unchanged |
| Advisory Solutions Group, LLC | 3,187 | $263.4K | 0.09% | +3,187 | New |
| Sutton Place Investors LLC | 3,185 | $263.2K | 0.13% | −53−1.6% | Reduced |
| Aletheian Wealth Advisors LLC | 3,184 | $263.1K | 0.11% | +374+13.3% | Added |
| Owl Creek Wealth Partners LLC | 3,184 | $263.1K | 0.08% | +81+2.6% | Added |
| Blue Fin Capital, Inc. | 3,181 | $262.9K | 0.04% | +10.0% | Added |
| Simon Quick Advisors, LLC | 3,180 | $262.8K | 0.01% | +219+7.4% | Added |
| 4WEALTH Advisors, Inc. | 3,137 | $262.0K | 0.20% | −3−0.1% | Reduced |
| Ironwood Financial, llc | 2,985 | $261.7K | 0.04% | +10.0% | Added |
| Forza Wealth Management, LLC | 3,164 | $261.5K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 3,159 | $261.1K | 0.17% | −1,000−24.0% | Reduced |
| Third View Private Wealth, LLC | 3,151 | $260.4K | 0.03% | −862−21.5% | Reduced |
| Juncture Wealth Strategies, LLC | 3,148 | $260.2K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,148 | $260.1K | 0.01% | +3,148 | New |
| MKT Advisors LLC | 2,979 | $259.8K | 0.08% | −226−7.1% | Reduced |
| Integrity Advisory Solutions, LLC | 3,139 | $259.5K | 0.03% | +3,139 | New |
| Watershed Private Wealth LLC | 3,133 | $258.9K | 0.07% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 3,127 | $258.5K | 0.06% | −111−3.4% | Reduced |
| Hummer Financial Advisory Services Inc | 3,126 | $258.3K | 0.17% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,123 | $258.0K | 0.05% | −1,910−37.9% | Reduced |
| Heartwood Wealth Advisors LLC | 3,120 | $257.8K | 0.02% | 00.0% | Unchanged |
| LiftPoint Family Wealth Advisors LLC | 3,111 | $257.1K | 0.17% | +357+13.0% | Added |
| Central Valley Advisors, LLC | 3,107 | $256.7K | 0.07% | −117−3.6% | Reduced |
| North Capital, Inc. | 3,104 | $256.6K | 0.19% | −1,881−37.7% | Reduced |
| International Private Wealth Advisors LLC | 3,104 | $256.5K | 0.13% | +3+0.1% | Added |
| German American Bancorp, Inc. | 3,103 | $256.4K | 0.02% | +3,103 | New |
| Scott Capital Advisors, LLC | 3,098 | $256.0K | 0.04% | −31−1.0% | Reduced |
| Mission Financial Group, LLC | 3,096 | $255.9K | 0.21% | +3,096 | New |
| Abound Financial, LLC | 3,090 | $255.4K | 0.10% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 3,084 | $254.9K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,069 | $253.7K | 0.05% | −679−18.1% | Reduced |
| Walsh & Associates, LLC | 3,067 | $253.5K | 0.21% | −106−3.3% | Reduced |
| Paragon Private Wealth Management, LLC | 3,062 | $253.1K | 0.07% | −601−16.4% | Reduced |
| Flagship Wealth Advisors, LLC | 3,056 | $252.5K | 0.06% | +500+19.6% | Added |
| AMG Asset Management Group, Inc. | 3,042 | $251.4K | 0.16% | +147+5.1% | Added |
| McLean Asset Management Corp | 2,905 | $251.1K | 0.03% | −86−2.9% | Reduced |
| Resurgent Financial Advisors LLC | 3,033 | $250.7K | 0.07% | +3,033 | New |
| Powell Investment Advisors, LLC | 3,026 | $250.1K | 0.08% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 3,024 | $249.9K | 0.07% | −118−3.8% | Reduced |
| Apriem Advisors | 3,015 | $249.2K | 0.02% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,009 | $248.6K | 0.02% | +83+2.8% | Added |
| Beto Financial Group, LLC | 2,879 | $248.5K | 0.13% | +102+3.7% | Added |
| Front Street Capital Management, Inc. | 2,988 | $248.1K | 0.03% | −755−20.2% | Reduced |
| Torray LLC | 3,000 | $247.9K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $247.9K | 0.05% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 3,000 | $247.9K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 3,000 | $247.9K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 3,000 | $247.9K | 0.13% | 00.0% | Unchanged |
| Ames National Corp | 3,000 | $247.9K | 0.14% | 00.0% | Unchanged |
| EJMK Ventures LLC | 2,992 | $247.3K | 0.11% | +2,992 | New |
| Prelude Capital Management, LLC | 2,991 | $247.2K | 0.02% | +69+2.4% | Added |
| von Borstel & Associates, Inc. | 2,994 | $247.0K | 0.05% | +21+0.7% | Added |
| NTV Asset Management LLC | 2,968 | $245.3K | 0.02% | −9−0.3% | Reduced |
| Bank of Hawaii | 2,968 | $245.3K | 0.01% | −77−2.5% | Reduced |
| BNC Wealth Management, LLC | 2,966 | $245.1K | 0.06% | −250−7.8% | Reduced |
| WBH Advisory Inc | 2,961 | $244.7K | 0.02% | −243−7.6% | Reduced |
| Eagle Wealth Advisors LLC | 2,961 | $244.7K | 0.19% | +217+7.9% | Added |
| Sovereign Financial Group, Inc. | 2,954 | $244.1K | 0.04% | −97−3.2% | Reduced |
| OceanIQ Capital, LLC | 2,779 | $243.0K | 0.15% | +2,779 | New |
| Uptown Financial Advisors LLC | 2,940 | $243.0K | 0.18% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,937 | $242.7K | 0.07% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,931 | $242.2K | 0.03% | −63−2.1% | Reduced |
| Integris Wealth Management, LLC | 2,928 | $242.0K | 0.05% | +2,928 | New |
| Atwood & Palmer Inc | 2,925 | $241.7K | 0.01% | −73−2.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,920 | $241.3K | 0.01% | +2,920 | New |
| GSG Advisors LLC | 2,919 | $241.2K | 0.05% | +7+0.2% | Added |
| Heritage Wealth Advisors | 2,908 | $240.3K | 0.01% | +987+51.4% | Added |
| Panoramic Capital Partners, LLC | 2,905 | $240.0K | 0.11% | −101−3.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,904 | $240.0K | 0.02% | −18−0.6% | Reduced |
| OneAscent Family Office, LLC | 2,903 | $239.9K | 0.12% | +2,903 | New |
| CTC Alternative Strategies, Ltd. | 2,900 | $239.7K | 0.35% | +2,900 | New |
| BHK Investment Advisors, LLC | 2,899 | $239.6K | 0.07% | −2,821−49.3% | Reduced |
| IFC Advisors LLC | 2,898 | $239.5K | 0.03% | +252+9.5% | Added |
| Thompson Davis & Co., Inc. | 2,892 | $239.0K | 0.14% | 00.0% | Unchanged |