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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 664 | $54.9K | 0.01% | +129+24.1% | Added |
| Beacon Financial Strategies CORP | 661 | $54.6K | 0.03% | 00.0% | Unchanged |
| Entrust Financial LLC | 655 | $54.1K | 0.04% | −1−0.2% | Reduced |
| Cedar Mountain Advisors, LLC | 655 | $54.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 654 | $54.0K | 0.02% | +93+16.6% | Added |
| LFA - Lugano Financial Advisors SA | 635 | $52.5K | 0.03% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 626 | $52.3K | 0.01% | +379+153.4% | Added |
| 1015 Capital Partners, LLC | 632 | $52.2K | 0.04% | −89−12.3% | Reduced |
| Arlington Trust Co LLC | 631 | $52.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 631 | $52.1K | 0.01% | +64+11.3% | Added |
| Uniplan Investment Counsel, Inc. | 619 | $51.2K | 0.00% | +619 | New |
| Morse Asset Management, Inc | 612 | $50.6K | 0.01% | −78−11.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 612 | $50.6K | 0.01% | +24+4.1% | Added |
| Atlantic Private Wealth, LLC | 609 | $50.3K | 0.03% | −1−0.2% | Reduced |
| Park Place Capital Corp | 607 | $50.2K | 0.01% | −7−1.1% | Reduced |
| Kilter Group LLC | 601 | $49.7K | 0.02% | −55−8.4% | Reduced |
| Wellington Shields Capital Management, LLC | 600 | $49.6K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 593 | $49.0K | 0.01% | +183+44.6% | Added |
| Meeder Asset Management Inc | 588 | $48.6K | 0.00% | +94+19.0% | Added |
| Hurley Capital, LLC | 582 | $48.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 577 | $47.7K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 559 | $46.2K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 553 | $45.7K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 552 | $45.6K | 0.01% | +44+8.7% | Added |
| BankPlus Trust Department | 549 | $45.4K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 547 | $45.2K | 0.02% | −441−44.6% | Reduced |
| Quaker Wealth Management, LLC | 546 | $45.1K | 0.01% | +12+2.2% | Added |
| Paladin Partners, LLC | 540 | $44.6K | 0.03% | −1,000−64.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 535 | $44.2K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 534 | $44.1K | 0.00% | −44−7.6% | Reduced |
| Stone House Investment Management, LLC | 533 | $44.0K | 0.01% | +39+7.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 521 | $43.1K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 516 | $42.7K | 0.01% | +516 | New |
| Keb Asset Management, LLC | 508 | $41.9K | 0.01% | +508 | New |
| Vision Retirement, LLC | 500 | $41.3K | 0.01% | −13−2.5% | Reduced |
| Aberdeen Wealth Management LLC | 500 | $41.3K | 0.02% | +500 | New |
| Ankerstar Wealth, LLC | 498 | $41.2K | 0.03% | +11+2.3% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 497 | $41.1K | 0.05% | 00.0% | Unchanged |
| Lavaca Capital LLC | 492 | $40.7K | 0.00% | −120−19.6% | Reduced |
| PFS Partners, LLC | 486 | $40.1K | 0.02% | +1+0.2% | Added |
| Lloyd Advisory Services, LLC. | 468 | $38.6K | 0.01% | −511−52.2% | Reduced |
| JDM Financial Group LLC | 465 | $38.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 453 | $37.4K | 0.00% | −51−10.1% | Reduced |
| Medallion Wealth Advisors, LLC | 511 | $37.3K | 0.01% | −79−13.4% | Reduced |
| Parvin Asset Management, LLC | 450 | $37.2K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 444 | $36.7K | 0.01% | +75+20.3% | Added |
| Bellevue Asset Management, LLC | 442 | $36.5K | 0.02% | +3+0.7% | Added |
| Nalls Sherbakoff Group, LLC | 440 | $36.4K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 440 | $36.4K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 436 | $36.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 429 | $35.5K | 0.01% | +429 | New |
| Hallmark Capital Management Inc | 426 | $35.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 419 | $34.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 417 | $34.5K | 0.01% | +38+10.0% | Added |
| BOK Financial Private Wealth, Inc. | 412 | $34.0K | 0.00% | +84+25.6% | Added |
| Aventus Investment Advisors, Inc. | 410 | $33.9K | 0.02% | −30−6.8% | Reduced |
| Alpine Bank Wealth Management | 405 | $33.5K | 0.00% | +405 | New |
| Accent Capital Management, LLC | 404 | $33.4K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 400 | $33.1K | 0.02% | −15,000−97.4% | Reduced |
| Costello Asset Management, INC | 398 | $32.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 396 | $32.7K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 395 | $32.6K | 0.02% | −120−23.3% | Reduced |
| S&T Bank | 385 | $31.8K | 0.01% | +213+123.8% | Added |
| Bravera Wealth | 366 | $30.2K | 0.01% | −49−11.8% | Reduced |
| Dunhill Financial, LLC | 365 | $30.2K | 0.01% | −64−14.9% | Reduced |
| Nemes Rush Group LLC | 365 | $30.2K | 0.00% | +49+15.5% | Added |
| Boreal Capital Management LLC | 364 | $30.1K | 0.02% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 357 | $29.5K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 351 | $29.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 354 | $29.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $28.9K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 348 | $28.8K | 0.02% | +1+0.3% | Added |
| Security National Bank of Sioux City Iowa | 339 | $28.0K | 0.01% | +339 | New |
| Bare Financial Services, Inc | 331 | $27.4K | 0.01% | +161+94.7% | Added |
| Strive Financial Group ,LLC | 323 | $26.7K | 0.01% | +7+2.2% | Added |
| Clark Wealth Partners | 322 | $26.6K | 0.02% | +13+4.2% | Added |
| Main Street Group, LTD | 320 | $26.4K | 0.01% | −50−13.5% | Reduced |
| Access Investment Management LLC | 316 | $26.1K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 315 | $26.0K | 0.01% | +2+0.6% | Added |
| Minot DeBlois Advisors LLC | 302 | $25.0K | 0.02% | −187−38.2% | Reduced |
| Principia Wealth Advisory, LLC | 285 | $23.6K | 0.01% | +58+25.6% | Added |
| Whipplewood Advisors, LLC | 281 | $23.2K | 0.02% | −213−43.1% | Reduced |
| Marquette Asset Management, LLC | 277 | $22.9K | 0.00% | +175+171.6% | Added |
| Miller Capital Partners, Inc. | 270 | $22.3K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 272 | $21.7K | 0.02% | +150+123.0% | Added |
| Allied Private Wealth LLC | 249 | $21.3K | 0.01% | +249 | New |
| Coston, McIsaac & Partners | 263 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 245 | $20.3K | 0.01% | −2,559−91.3% | Reduced |
| Holos Integrated Wealth LLC | 232 | $20.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 243 | $20.1K | 0.01% | 00.0% | Unchanged |
| Tobam | 240 | $20.0K | 0.00% | −479−66.6% | Reduced |
| Kozak & Associates, Inc. | 230 | $19.8K | 0.00% | +1+0.4% | Added |
| GGM Financials LLC | 235 | $19.4K | 0.01% | +2+0.9% | Added |
| Godfrey Financial Associates, Inc. | 231 | $19.1K | 0.01% | −47−16.9% | Reduced |
| Evolution Wealth Management Inc. | 224 | $18.5K | 0.01% | +82+57.7% | Added |
| IMG Wealth Management, Inc. | 222 | $18.3K | 0.01% | +222 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 219 | $18.1K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 215 | $17.8K | 0.00% | −764−78.0% | Reduced |
| Consultiva Wealth Management, Corp. | 207 | $17.1K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 203 | $16.8K | 0.01% | +173+576.7% | Added |