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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 2,557 | $211.3K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,552 | $210.9K | 0.02% | −16−0.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,551 | $210.8K | 0.06% | +2+0.1% | Added |
| IPG Investment Advisors LLC | 2,550 | $210.7K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,550 | $210.7K | 0.03% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 2,400 | $210.0K | 0.07% | −136−5.4% | Reduced |
| M. Kraus & Co | 2,539 | $209.8K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,537 | $209.7K | 0.06% | +2,537 | New |
| Wick Capital Partners, LLC | 2,525 | $208.7K | 0.03% | +2,525 | New |
| WESPAC Advisors SoCal, LLC | 2,517 | $208.0K | 0.04% | +2,517 | New |
| Pacific Sage Partners, LLC | 2,507 | $207.2K | 0.03% | +2,507 | New |
| Ayrshire Capital Management LLC | 2,500 | $206.6K | 0.10% | −1,100−30.6% | Reduced |
| Violich Capital Management, Inc. | 2,500 | $206.6K | 0.02% | +2,500 | New |
| Buckley Wealth Management, LLC | 2,500 | $206.6K | 0.05% | +2,500 | New |
| Investment Partners, Ltd. | 2,490 | $205.8K | 0.06% | −391−13.6% | Reduced |
| Farringdon Capital, Ltd. | 2,487 | $205.5K | 0.10% | −7,124−74.1% | Reduced |
| Essential Partners LLC | 2,477 | $204.7K | 0.09% | +1,938+359.6% | Added |
| Silver Grove Financial Group, Inc. | 2,472 | $204.3K | 0.11% | +2,472 | New |
| Berkeley Capital Partners, LLC | 2,470 | $204.1K | 0.04% | +2,470 | New |
| Eagle Strategies LLC | 2,466 | $203.8K | 0.02% | +2,466 | New |
| Action Point Financial Planning, LLC | 2,472 | $203.6K | 0.02% | +2,472 | New |
| Roundview Capital LLC | 2,464 | $203.6K | 0.01% | +2,464 | New |
| MW Advisory, LLC | 2,464 | $203.6K | 0.08% | +2,464 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,463 | $203.5K | 0.01% | +2,463 | New |
| Legacy Trust | 2,462 | $203.5K | 0.04% | +2,462 | New |
| American Capital Advisory, LLC | 2,455 | $202.9K | 0.07% | +29+1.2% | Added |
| Gen-Wealth Partners Inc | 2,448 | $202.3K | 0.06% | −81−3.2% | Reduced |
| TopTier Wealth Management, LLC | 2,437 | $201.4K | 0.12% | +22+0.9% | Added |
| Montz Harcus Wealth Management LLC | 2,436 | $201.3K | 0.07% | −221−8.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,427 | $200.6K | 0.05% | +2,427 | New |
| Strategy Asset Managers LLC | 2,421 | $200.1K | 0.03% | −2,308−48.8% | Reduced |
| Paladin Advisory Group, LLC | 2,385 | $197.1K | 0.13% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,380 | $196.7K | 0.05% | +1,247+110.1% | Added |
| Quarry LP | 2,375 | $196.3K | 0.03% | −3,533−59.8% | Reduced |
| Archer Investment Corp | 2,366 | $195.6K | 0.04% | +41+1.8% | Added |
| Creative Capital Management Investments LLC | 2,339 | $193.3K | 0.04% | +315+15.6% | Added |
| CNB Bank | 2,338 | $193.2K | 0.08% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,335 | $193.0K | 0.03% | +700+42.8% | Added |
| Key Financial Inc | 2,325 | $192.1K | 0.03% | +412+21.5% | Added |
| CRA Financial Services, LLC | 2,321 | $191.8K | 0.02% | −125−5.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,295 | $189.7K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,279 | $188.3K | 0.01% | −140−5.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,270 | $187.6K | 0.01% | −122−5.1% | Reduced |
| Crews Bank & Trust | 2,231 | $184.4K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 2,209 | $182.6K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,200 | $181.8K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,162 | $178.7K | 0.02% | +1,224+130.5% | Added |
| BNP Paribas | 2,159 | $178.2K | 0.00% | −742−25.6% | Reduced |
| Wellington Shields & Co., LLC | 2,138 | $176.7K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,119 | $175.1K | 0.02% | +586+38.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,046 | $169.1K | 0.01% | −1,980−49.2% | Reduced |
| Abound Wealth Management | 2,041 | $168.7K | 0.03% | −475−18.9% | Reduced |
| Bank & Trust Co | 2,037 | $168.3K | 0.11% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $168.3K | 0.12% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,035 | $168.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,020 | $166.9K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,008 | $165.9K | 0.05% | +1,458+265.1% | Added |
| Heartland Advisors Inc | 2,000 | $165.3K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,998 | $165.1K | 0.05% | +215+12.1% | Added |
| Cohen & Steers, Inc. | 2,000 | $165.0K | 0.00% | −1,500−42.9% | Reduced |
| Creative Financial Designs Inc | 1,990 | $164.4K | 0.01% | +341+20.7% | Added |
| AXS Investments LLC | 1,982 | $163.8K | 0.05% | −598−23.2% | Reduced |
| REAP Financial Group, LLC | 1,982 | $163.8K | 0.03% | −29−1.4% | Reduced |
| Y.D. More Investments Ltd | 1,969 | $162.7K | 0.01% | −6−0.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,968 | $162.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,966 | $162.5K | 0.01% | −369−15.8% | Reduced |
| Community Financial Services Group, LLC | 1,869 | $160.6K | 0.02% | −52−2.7% | Reduced |
| Planning Strategies Inc. | 1,912 | $158.0K | 0.10% | +1,912 | New |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $158.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,863 | $154.0K | 0.01% | −51−2.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,852 | $153.1K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1,836 | $151.7K | 0.00% | +1,836 | New |
| Private Wealth Management Group, LLC | 1,813 | $149.8K | 0.03% | +1,021+128.9% | Added |
| Rossby Financial, LCC | 1,811 | $149.7K | 0.03% | −147−7.5% | Reduced |
| J.Safra Asset Management Corp | 1,807 | $149.4K | 0.01% | −11,877−86.8% | Reduced |
| Westside Investment Management, Inc. | 1,793 | $148.2K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,788 | $147.8K | 0.10% | −1,627−47.6% | Reduced |
| Osterweis Capital Management Inc | 1,783 | $147.3K | 0.01% | −2,524−58.6% | Reduced |
| Cornerstone Planning Group LLC | 1,696 | $146.6K | 0.02% | −76−4.3% | Reduced |
| Ameriflex Group, Inc. | 1,763 | $145.7K | 0.06% | −431−19.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,754 | $145.0K | 0.03% | +91+5.5% | Added |
| Sherman Asset Management, Inc. | 1,729 | $142.9K | 0.11% | 00.0% | Unchanged |
| Motco | 1,719 | $142.1K | 0.01% | +68+4.1% | Added |
| SHP Wealth Management | 1,706 | $141.0K | 0.01% | +137+8.7% | Added |
| Proathlete Wealth Management LLC | 1,681 | $138.9K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,676 | $138.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,676 | $138.5K | 0.03% | +37+2.3% | Added |
| Centerpoint Advisors, LLC | 1,653 | $137.0K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,655 | $136.8K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,653 | $136.6K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,600 | $132.0K | 0.00% | −1,100−40.7% | Reduced |
| City Holding Co | 1,589 | $131.3K | 0.01% | −207−11.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,586 | $131.1K | 0.08% | +3+0.2% | Added |
| Activest Wealth Management | 1,577 | $130.3K | 0.03% | +369+30.5% | Added |
| Frazier Financial Advisors, LLC | 1,575 | $130.2K | 0.07% | −240−13.2% | Reduced |
| Clean Yield Group | 1,568 | $129.6K | 0.03% | −23−1.4% | Reduced |
| Gill Capital Partners, LLC | 1,521 | $125.7K | 0.03% | −30−1.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,514 | $125.1K | 0.02% | −425−21.9% | Reduced |
| Adirondack Trust Co | 1,511 | $124.8K | 0.04% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,469 | $121.4K | 0.02% | +497+51.1% | Added |