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
- 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
38 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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 41,427 | $3.42M | 0.16% | +2,659+6.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 41,421 | $3.42M | 0.65% | +516+1.3% | Added |
| St. Louis Financial Planners Asset Management, LLC | 39,955 | $3.42M | 1.82% | +8,336+26.4% | Added |
| Bank of Stockton | 41,182 | $3.40M | 0.96% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 41,158 | $3.40M | 0.31% | +9,244+29.0% | Added |
| Harrell Investment Partners, LLC | 40,921 | $3.38M | 0.73% | +1,330+3.4% | Added |
| Talon Private Wealth, LLC | 40,866 | $3.38M | 0.40% | +9,389+29.8% | Added |
| Westpac Banking Corp | 40,855 | $3.38M | 0.21% | +21,967+116.3% | Added |
| RiverFront Investment Group, LLC | 40,548 | $3.35M | 0.04% | −87,640−68.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 40,539 | $3.35M | 0.08% | −664−1.6% | Reduced |
| Atomi Financial Group, Inc. | 40,332 | $3.33M | 0.09% | +1,002+2.5% | Added |
| Choate Investment Advisors | 40,308 | $3.33M | 0.06% | −100.0% | Reduced |
| Walleye Trading LLC | 40,292 | $3.33M | 0.05% | −68,211−62.9% | Reduced |
| AlphaCore Capital LLC | 40,206 | $3.32M | 0.06% | +20,123+100.2% | Added |
| Soltis Investment Advisors LLC | 39,643 | $3.28M | 0.19% | +4,962+14.3% | Added |
| Everence Capital Management Inc | 39,424 | $3.26M | 0.17% | +39,424 | New |
| Scissortail Wealth Management, LLC | 39,416 | $3.26M | 0.63% | +39,416 | New |
| Benjamin Edwards Inc | 39,388 | $3.26M | 0.03% | −15,899−28.8% | Reduced |
| Moneta Group Investment Advisors LLC | 39,379 | $3.25M | 0.02% | −2,610−6.2% | Reduced |
| Miracle Mile Advisors, LLC | 39,378 | $3.25M | 0.04% | +311+0.8% | Added |
| Pring Turner Capital Group Inc | 36,604 | $3.21M | 1.84% | +524+1.5% | Added |
| Marks Group Wealth Management, Inc | 38,680 | $3.20M | 0.28% | +1,101+2.9% | Added |
| Cunning Capital Partners, LP | 38,454 | $3.18M | 1.28% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 38,375 | $3.17M | 0.04% | −100−0.3% | Reduced |
| Avestar Capital, LLC | 38,371 | $3.17M | 0.19% | −733−1.9% | Reduced |
| Vestor Capital, LLC | 27,981 | $3.17M | 0.27% | +24,037+609.5% | Added |
| Baader Bank INC | 38,273 | $3.16M | 0.26% | −8,387−18.0% | Reduced |
| Syon Capital LLC | 38,250 | $3.16M | 0.14% | +4,591+13.6% | Added |
| Voya Financial Advisors, Inc. | 37,670 | $3.15M | 0.28% | −5,182−12.1% | Reduced |
| Centaurus Financial, Inc. | 38,027 | $3.14M | 0.12% | −18,314−32.5% | Reduced |
| Fiduciary Family Office, LLC | 37,871 | $3.13M | 0.78% | −53−0.1% | Reduced |
| Aspen Grove Capital, LLC | 37,594 | $3.11M | 0.45% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 37,577 | $3.11M | 0.82% | +24,050+177.8% | Added |
| Bayesian Capital Management, LP | 37,500 | $3.10M | 1.98% | +37,500 | New |
| Yarbrough Capital, LLC | 37,485 | $3.10M | 0.09% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 37,420 | $3.09M | 0.15% | −1,513−3.9% | Reduced |
| Capital Investment Advisors, LLC | 37,381 | $3.09M | 0.04% | −1,550−4.0% | Reduced |
| Sumitomo Life Insurance Co | 37,260 | $3.08M | 0.05% | −2,156−5.5% | Reduced |
| Franklin Street Advisors Inc | 37,150 | $3.07M | 0.17% | −95−0.3% | Reduced |
| Tower Bridge Advisors | 37,126 | $3.07M | 0.28% | −3,800−9.3% | Reduced |
| Trust Asset Management LLC | 37,062 | $3.06M | 0.19% | −2,396−6.1% | Reduced |
| Aaron Wealth Advisors | 37,034 | $3.06M | 0.16% | −580−1.5% | Reduced |
| Congress Park Capital LLC | 36,989 | $3.06M | 0.83% | −269−0.7% | Reduced |
| Grimes & Company, Inc. | 36,958 | $3.05M | 0.07% | −287−0.8% | Reduced |
| American Money Management, LLC | 36,937 | $3.05M | 0.44% | −169−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 36,753 | $3.04M | 0.30% | +1,631+4.6% | Added |
| Prime Capital Investment Advisors, LLC | 36,686 | $3.03M | 0.03% | −1,912−5.0% | Reduced |
| InvesTrust | 36,665 | $3.03M | 1.17% | −1,406−3.7% | Reduced |
| Perpetual Ltd | 36,649 | $3.03M | 0.04% | +20,993+134.1% | Added |
| Marotta Asset Management | 35,131 | $3.02M | 0.50% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 36,339 | $3.00M | 0.56% | −144−0.4% | Reduced |
| Capital Investment Counsel, Inc | 36,240 | $2.99M | 0.32% | −720−1.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 35,802 | $2.97M | 0.07% | +32,430+961.7% | Added |
| Tulsa Wealth Advisors, INC | 35,971 | $2.97M | 0.42% | +10,027+38.6% | Added |
| Employees Retirement System of Texas | 35,653 | $2.95M | 0.02% | +35,653 | New |
| KCM Investment Advisors LLC | 35,531 | $2.94M | 0.09% | −6,252−15.0% | Reduced |
| Arete Wealth Advisors, LLC | 35,504 | $2.93M | 0.19% | +1,346+3.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,315 | $2.92M | 0.04% | +1,478+4.4% | Added |
| Marco Investment Management LLC | 35,251 | $2.91M | 0.19% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35,155 | $2.91M | 0.06% | +4,249+13.7% | Added |
| GHP Investment Advisors, Inc. | 35,151 | $2.90M | 0.11% | +404+1.2% | Added |
| Iams Wealth Management, LLC | 35,009 | $2.89M | 0.87% | +2,311+7.1% | Added |
| S&CO Inc | 34,949 | $2.89M | 0.17% | −700−2.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 34,847 | $2.88M | 0.81% | −250−0.7% | Reduced |
| Modern Wealth Management, LLC | 34,836 | $2.88M | 0.03% | +15,374+79.0% | Added |
| Johnson Financial Group, Inc. | 34,755 | $2.87M | 0.09% | −5,272−13.2% | Reduced |
| Stevens Capital Management LP | 34,555 | $2.86M | 0.69% | −26,785−43.7% | Reduced |
| Stableford Capital II LLC | 34,415 | $2.84M | 0.99% | −554−1.6% | Reduced |
| Shepherd Street Advisors LLC | 32,433 | $2.84M | 2.49% | +3,973+14.0% | Added |
| Deane Retirement Strategies, Inc. | 34,272 | $2.83M | 1.20% | +34,272 | New |
| Sound View Wealth Advisors Group, LLC | 34,280 | $2.83M | 0.18% | −619−1.8% | Reduced |
| JT Stratford LLC | 34,251 | $2.83M | 0.31% | −199−0.6% | Reduced |
| Moody National Bank Trust Division | 34,229 | $2.83M | 0.23% | −1,345−3.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,131 | $2.82M | 0.33% | −246−0.7% | Reduced |
| Snowden Capital Advisors LLC | 33,871 | $2.80M | 0.07% | −790−2.3% | Reduced |
| 44 Wealth Management LLC | 33,679 | $2.78M | 0.92% | −5,241−13.5% | Reduced |
| Mutual Advisors, LLC | 33,492 | $2.77M | 0.05% | +2,764+9.0% | Added |
| Bennett Selby Investments LP | 33,284 | $2.75M | 0.88% | +98+0.3% | Added |
| Hodges Capital Management Inc. | 33,206 | $2.74M | 0.18% | −7,095−17.6% | Reduced |
| Islay Capital Management, LLC | 33,134 | $2.74M | 1.29% | +469+1.4% | Added |
| Massachusetts Wealth Management | 33,065 | $2.73M | 1.04% | +150.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 33,013 | $2.73M | 0.99% | +662+2.0% | Added |
| Tradition Wealth Management, LLC | 32,999 | $2.73M | 0.17% | −412−1.2% | Reduced |
| Bryn Mawr Trust Co | 32,968 | $2.72M | 0.06% | −1,147−3.4% | Reduced |
| E Fund Management Co., Ltd. | 32,830 | $2.71M | 0.06% | +565+1.8% | Added |
| New Age Alpha Advisors, LLC | 32,733 | $2.71M | 0.11% | +28+0.1% | Added |
| Shrier Wealth Management, LLC | 32,670 | $2.70M | 0.91% | +19+0.1% | Added |
| Sierra Summit Advisors LLC | 32,665 | $2.70M | 0.30% | −31,394−49.0% | Reduced |
| Triglav Skladi, D.O.O. | 32,300 | $2.67M | 0.14% | +6,300+24.2% | Added |
| Northside Capital Management, LLC | 32,273 | $2.67M | 0.22% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 32,176 | $2.66M | 0.53% | +446+1.4% | Added |
| Pure Financial Advisors, Inc. | 32,109 | $2.65M | 0.03% | +8,558+36.3% | Added |
| Dynasty Wealth Management, LLC | 32,101 | $2.65M | 0.02% | −6,418−16.7% | Reduced |
| Two Sigma Securities, LLC | 32,050 | $2.65M | 0.23% | +29,053+969.4% | Added |
| Black Maple Capital Management LP | 32,000 | $2.64M | 1.77% | +23,500+276.5% | Added |
| Avantra Family Wealth, Inc. | 31,856 | $2.63M | 1.68% | −846−2.6% | Reduced |
| Spartan Wealth Advisory Services LLC | 31,748 | $2.62M | 0.21% | −1,099−3.3% | Reduced |
| Capital Investment Advisory Services, LLC | 31,650 | $2.62M | 0.16% | +14,423+83.7% | Added |
| Advocate Group LLC | 31,581 | $2.61M | 0.39% | −439−1.4% | Reduced |
| NBT Bank N A | 31,569 | $2.61M | 0.17% | −1,870−5.6% | Reduced |