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 |
|---|---|---|---|---|---|
| Thompson Davis & Co., Inc. | 2,892 | $239.0K | 0.14% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,891 | $238.9K | 0.09% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,890 | $238.9K | 0.06% | −2−0.1% | Reduced |
| Leelyn Smith, LLC | 2,890 | $238.8K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,888 | $238.7K | 0.13% | −95−3.2% | Reduced |
| Clear Wave Wealth Management LLC | 2,886 | $238.5K | 0.05% | −23−0.8% | Reduced |
| Phillips Financial Management, LLC | 2,884 | $238.3K | 0.02% | +2,884 | New |
| Mars Jewett Financial Group, Inc. | 2,883 | $238.3K | 0.05% | +2,883 | New |
| Focused Alpha, LLC | 2,882 | $238.2K | 0.06% | +70+2.5% | Added |
| Muirfield Wealth Advisors LLC | 2,876 | $237.7K | 0.16% | +28+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 2,875 | $237.6K | 0.09% | 00.0% | Unchanged |
| KWMG, LLC | 2,874 | $237.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,867 | $236.9K | 0.07% | +2+0.1% | Added |
| Northwest Bancshares, Inc. | 2,864 | $236.7K | 0.04% | 00.0% | Unchanged |
| WBI Investments | 2,856 | $236.0K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,846 | $235.2K | 0.16% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2,846 | $235.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,826 | $233.6K | 0.05% | +15+0.5% | Added |
| First Financial Group Corp | 2,818 | $232.9K | 0.17% | +9+0.3% | Added |
| Holistic Financial Partners | 2,814 | $232.5K | 0.14% | −2,558−47.6% | Reduced |
| August Group Capital Ltd | 2,814 | $232.5K | 0.26% | −294−9.5% | Reduced |
| W Advisors, LLC | 2,813 | $232.5K | 0.11% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,811 | $232.3K | 0.09% | −6,810−70.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,808 | $232.1K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,805 | $231.8K | 0.02% | −93−3.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,803 | $231.6K | 0.03% | +2,803 | New |
| SWP Financial LLC | 2,802 | $231.6K | 0.11% | +114+4.2% | Added |
| Willis Investment Counsel | 2,800 | $231.4K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,800 | $231.4K | 0.14% | 00.0% | Unchanged |
| Trust Co | 2,799 | $231.3K | 0.02% | +1,459+108.9% | Added |
| NewSquare Capital LLC | 2,792 | $230.8K | 0.02% | −49−1.7% | Reduced |
| BCS Wealth Management | 2,792 | $230.7K | 0.04% | +221+8.6% | Added |
| Ethos Financial Group, LLC | 2,743 | $230.1K | 0.02% | −826−23.1% | Reduced |
| Spinnaker Investment Group, LLC | 2,778 | $229.6K | 0.04% | +2,778 | New |
| Veratis Advisors, Inc. | 2,828 | $229.4K | 0.16% | +2,828 | New |
| JPL Wealth Management, LLC | 2,775 | $229.4K | 0.05% | +67+2.5% | Added |
| Sterling Group Wealth Management, LLC | 2,775 | $229.3K | 0.09% | −976−26.0% | Reduced |
| Chancellor Financial Group WB LP | 2,771 | $229.0K | 0.14% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,766 | $228.6K | 0.03% | −98−3.4% | Reduced |
| West Paces Advisors Inc. | 2,765 | $228.5K | 0.04% | +14+0.5% | Added |
| SOA Wealth Advisors, LLC. | 2,755 | $227.7K | 0.04% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 2,747 | $227.0K | 0.07% | +2,747 | New |
| Richmond Investment Services, LLC | 2,744 | $226.8K | 0.07% | −4,012−59.4% | Reduced |
| Skyline Advisors, Inc. | 2,742 | $226.6K | 0.07% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,730 | $225.6K | 0.07% | +165+6.4% | Added |
| Asset Allocation Strategies LLC | 2,726 | $225.3K | 0.03% | +5+0.2% | Added |
| Cedar Point Capital Partners, LLC | 2,722 | $224.9K | 0.13% | −585−17.7% | Reduced |
| Green Harvest Asset Management LLC | 2,720 | $224.8K | 0.00% | +158+6.2% | Added |
| First Business Financial Services, Inc. | 2,715 | $224.4K | 0.02% | +2,715 | New |
| Junk Investment Group, LLC | 2,711 | $224.0K | 0.10% | +10+0.4% | Added |
| Copley Financial Group, Inc. | 2,710 | $224.0K | 0.14% | −1,601−37.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,705 | $223.6K | 0.03% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 2,704 | $223.5K | 0.21% | −3,776−58.3% | Reduced |
| Community Bank, N.A. | 2,704 | $223.4K | 0.02% | +657+32.1% | Added |
| Aries Wealth Management | 2,700 | $223.1K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,698 | $223.0K | 0.07% | −10.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,695 | $222.7K | 0.05% | +2,695 | New |
| Firethorn Wealth Partners, LLC | 2,692 | $222.5K | 0.07% | +52+2.0% | Added |
| Cura Wealth Advisors, LLC | 2,691 | $222.4K | 0.09% | +2,691 | New |
| JB Capital LLC | 2,689 | $222.2K | 0.01% | −27−1.0% | Reduced |
| Spears Abacus Advisors LLC | 2,688 | $222.1K | 0.00% | −159−5.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,546 | $221.9K | 0.04% | +2,546 | New |
| WESPAC Advisors, LLC | 2,685 | $221.9K | 0.11% | +2,685 | New |
| Oregon Pacific Wealth Management, LLC | 2,682 | $221.6K | 0.21% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 2,681 | $221.6K | 0.02% | −37−1.4% | Reduced |
| Cherrydale Wealth Management, LLC | 2,675 | $221.1K | 0.06% | −2−0.1% | Reduced |
| Waller Financial Planning Group, Inc | 2,674 | $221.0K | 0.05% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,668 | $220.5K | 0.01% | +2,668 | New |
| NCM Capital Management, LLC | 2,662 | $220.0K | 0.07% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 2,662 | $220.0K | 0.07% | −17−0.6% | Reduced |
| Hirtle Callaghan & Co LLC | 2,662 | $220.0K | 0.01% | +2,662 | New |
| Sovran Advisors, LLC | 2,530 | $219.8K | 0.02% | +71+2.9% | Added |
| Meadowbrook Advisors Group, LLC | 2,655 | $219.4K | 0.12% | +96+3.8% | Added |
| Rodgers Brothers Inc. | 2,650 | $219.0K | 0.02% | −61−2.3% | Reduced |
| Clarkston Capital Partners, LLC | 2,650 | $219.0K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 2,650 | $219.0K | 0.05% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,640 | $218.2K | 0.14% | 00.0% | Unchanged |
| Intellus Advisors LLC | 2,640 | $218.2K | 0.03% | +99+3.9% | Added |
| Impact Partnership Wealth, LLC | 2,639 | $218.1K | 0.02% | +2,639 | New |
| Spring Capital Management, LLC | 2,638 | $218.0K | 0.11% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,638 | $218.0K | 0.03% | −300−10.2% | Reduced |
| Livet Wealth, LLC | 2,636 | $217.8K | 0.13% | −146−5.2% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,631 | $217.4K | 0.03% | −2,775−51.3% | Reduced |
| Innova Wealth Partners | 2,631 | $217.4K | 0.09% | +2+0.1% | Added |
| Wealth Effects LLC | 2,625 | $216.9K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,624 | $216.8K | 0.14% | +1,900+262.4% | Added |
| Bearing Point Capital, LLC | 2,623 | $216.8K | 0.03% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,612 | $215.8K | 0.11% | −92−3.4% | Reduced |
| Brown Miller Wealth Management, LLC | 2,600 | $214.9K | 0.05% | −4,403−62.9% | Reduced |
| Prudent Investors Network | 2,600 | $214.9K | 0.04% | +2,600 | New |
| Macco Financial Group, Inc. | 2,600 | $214.9K | 0.14% | +2,600 | New |
| Essential Planning, LLC. | 2,596 | $214.5K | 0.06% | 00.0% | Unchanged |
| Security Financial Services, INC. | 2,594 | $214.4K | 0.03% | +51+2.0% | Added |
| Centric Wealth Management | 2,425 | $214.3K | 0.03% | +2,425 | New |
| Texas Yale Capital Corp. | 2,585 | $213.6K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,577 | $213.0K | 0.01% | +2,577 | New |
| Baldwin Investment Management, LLC | 2,572 | $212.5K | 0.02% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,571 | $212.4K | 0.01% | +2,571 | New |
| Bank of Nova Scotia Trust Co | 2,569 | $212.3K | 0.02% | +48+1.9% | Added |
| Bath Savings Trust Co | 2,567 | $212.1K | 0.02% | −44−1.7% | Reduced |