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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 203 | $16.8K | 0.05% | −38,222−99.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 200 | $16.5K | 0.00% | +200 | New |
| Stance Capital LLC | 200 | $16.5K | 0.01% | +200 | New |
| FNY Investment Advisers, LLC | 200 | $16.0K | 0.01% | −4,900−96.1% | Reduced |
| Downshift Financial, LLC | 188 | $15.5K | 0.01% | +188 | New |
| Proffitt & Goodson Inc | 183 | $15.1K | 0.00% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 183 | $15.1K | 0.00% | +183 | New |
| PlanVest Financial, Inc | 181 | $15.0K | 0.01% | +1+0.6% | Added |
| 1 North Wealth Services LLC | 178 | $14.7K | 0.00% | +178 | New |
| Brooklyn FI, LLC | 168 | $14.5K | 0.00% | +168 | New |
| Purpose Unlimited Inc. | 171 | $14.3K | 0.00% | −62−26.6% | Reduced |
| Gleason Group, Inc. | 173 | $14.3K | 0.00% | +173 | New |
| Breakwater Investment Management | 172 | $14.2K | 0.00% | −6−3.4% | Reduced |
| Aspect Partners, LLC | 169 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 166 | $13.9K | 0.00% | +9+5.7% | Added |
| Napier Financial, LLC | 163 | $13.5K | 0.00% | −11−6.3% | Reduced |
| Burk Holdings LLC | 161 | $13.3K | 0.00% | −65−28.8% | Reduced |
| Wolff Wiese Magana LLC | 160 | $13.2K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Toews Corp | 150 | $12.4K | 0.00% | +150 | New |
| Provenance Wealth Advisors, LLC | 135 | $11.2K | 0.00% | +46+51.7% | Added |
| Broadwater Capital Management LLC | 133 | $11.0K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 128 | $10.6K | 0.00% | +128 | New |
| Morton Brown Family Wealth, LLC | 126 | $10.4K | 0.00% | +26+26.0% | Added |
| MPWM Advisory Solutions, LLC | 123 | $10.2K | 0.00% | +19+18.3% | Added |
| Rakuten Securities, Inc. | 119 | $9.83K | 0.00% | −99−45.4% | Reduced |
| Insight Financial Services | 118 | $9.75K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 113 | $9.34K | 0.00% | +20+21.5% | Added |
| Carolina Wealth Advisors, LLC | 113 | $9.34K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 110 | $9.09K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 104 | $9.06K | 0.08% | −5−4.6% | Reduced |
| Darwin Advisors, LLC | 108 | $8.97K | 0.00% | +1+0.9% | Added |
| Granite FO LLC | 108 | $8.93K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 107 | $8.84K | 0.00% | +3+2.9% | Added |
| Bard Associates Inc | 106 | $8.76K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 106 | $8.73K | 0.00% | +1+1.0% | Added |
| YANKCOM Partnership | 103 | $8.51K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $8.35K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $8.26K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 100 | $8.26K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 99 | $8.18K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 98 | $8.10K | 0.00% | +20+25.6% | Added |
| CKW Financial Group | 81 | $7.00K | 0.00% | +81 | New |
| HFM Investment Advisors, LLC | 82 | $6.78K | 0.00% | +41+100.0% | Added |
| Pinney & Scofield, Inc. | 82 | $6.78K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 80 | $6.61K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $6.36K | 0.00% | +77 | New |
| Delta Accumulation, LLC | 76 | $6.28K | 0.02% | +76 | New |
| Sfam, LLC | 76 | $6.28K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $6.27K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 68 | $5.62K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 66 | $5.49K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 62 | $5.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 60 | $4.96K | 0.19% | −83−58.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 56 | $4.63K | 0.00% | +31+124.0% | Added |
| Olistico Wealth, LLC | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 45 | $3.72K | 0.00% | +45 | New |
| Banque Transatlantique SA | 44 | $3.64K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 42 | $3.61K | 0.00% | +15+55.6% | Added |
| POM Investment Strategies, LLC | 41 | $3.39K | 0.00% | −131−76.2% | Reduced |
| Osbon Capital Management LLC | 40 | $3.31K | 0.00% | −23−36.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 37 | $3.03K | 0.00% | +37 | New |
| CBIZ Investment Advisory Services, LLC | 36 | $2.87K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 34 | $2.78K | 0.00% | +1+3.0% | Added |
| Investors Portfolio Services LLC | 32 | $2.65K | 0.00% | −13−28.9% | Reduced |
| Toth Financial Advisory Corp | 28 | $2.31K | 0.00% | −219−88.7% | Reduced |
| Fedenia Advisers LLC | 27 | $2.23K | 0.00% | +27 | New |
| Navigoe, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Seneschal Advisors, LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 23 | $1.90K | 0.00% | +23 | New |
| Noble Wealth Management PBC | 22 | $1.82K | 0.00% | +22 | New |
| NorthAvenue LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 16 | $1.32K | 0.00% | +16 | New |
| Fairway Wealth LLC | 15 | $1.24K | 0.00% | +15 | Added |
| Kings Path Partners LLC | 14 | $1.16K | 0.00% | −386−96.5% | Reduced |
| Delos Wealth Advisors, LLC | 14 | $1.16K | 0.00% | +14 | New |
| Maryland Capital Advisors Inc. | 7 | $579 | 0.00% | +7 | New |
| Sarver Vrooman Wealth Advisors | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −1,004,000−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −720,399−100.0% | Sold out |
| BSN Capital Partners Ltd | 0 | $0 | 0.00% | −460,031−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −386,044−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −226,394−100.0% | Sold out |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 0 | $0 | 0.00% | −201,283−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −98,541−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −94,200−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −93,034−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −87,713−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −73,454−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −69,028−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −68,439−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −63,780−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −63,231−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −50,875−100.0% | Sold out |