WELLS FARGO & COMPANY/MN (WFC) — Institutional Holders, Q2 2026 (page 13)
2,944 institutional investment managers reported a WFC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $217.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WFC 13F holders ranked 1,201–1,300 of 2,944
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | L2 Asset Management#1201 · 17,456 sh | 17,456 | $1.4M | 0.15% | +3.1% |
| 1202 | CAHILL FINANCIAL ADVISORS#1202 · 17,388 sh | 17,388 | $1.4M | 0.14% | +0.1% |
| 1203 | COMPASS FINANCIAL MANAGEMENT#1203 · 17,089 sh | 17,089 | $1.4M | 0.17% | — |
| 1204 | RIA Advisory Group#1204 · 17,358 sh | 17,358 | $1.4M | — | -0.1% |
| 1205 | SeaBridge Investment Advisors#1205 · 17,346 sh | 17,346 | $1.4M | 0.21% | 0.0% |
| 1206 | Dickmeyer Boyce Financial Management#1206 · 17,288 sh | 17,288 | $1.4M | — | +13.6% |
| 1207 | Fiduciary Alliance#1207 · 17,262 sh | 17,262 | $1.4M | — | -2.2% |
| 1208 | Anchor Investment Management#1208 · 17,232 sh | 17,232 | $1.4M | 0.11% | +22.9% |
| 1209 | Bernicke Wealth Management, Ltd.#1209 · 17,208 sh | 17,208 | $1.4M | 0.17% | -3.7% |
| 1210 | Nicholas Hoffman & Company#1210 · 17,207 sh | 17,207 | $1.4M | 0.03% | -1.1% |
| 1211 | Larson Financial Group#1211 · 17,189 sh | 17,189 | $1.4M | 0.04% | +1.6% |
| 1212 | Kathmere Capital Management#1212 · 17,179 sh | 17,179 | $1.4M | — | -21.5% |
| 1213 | Boltwood Capital Management#1213 · 17,160 sh | 17,160 | $1.4M | — | -0.1% |
| 1214 | GARRISON POINT ADVISORS#1214 · 17,134 sh | 17,134 | $1.4M | 0.57% | 0.0% |
| 1215 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#1215 · 17,045 sh | 17,045 | $1.4M | 0.01% | 0.0% |
| 1216 | Heritage#1216 · 16,951 sh | 16,951 | $1.4M | 0.12% | -6.3% |
| 1217 | Generali Asset Management SPA SGR#1217 · 16,950 sh | 16,950 | $1.4M | — | -68.4% |
| 1218 | Integrated Quantitative Investments#1218 · 16,898 sh | 16,898 | $1.4M | 0.23% | -35.2% |
| 1219 | Hilltop National Bank#1219 · 16,874 sh | 16,874 | $1.4M | — | +0.5% |
| 1220 | Palisade Asset Management#1220 · 16,837 sh | 16,837 | $1.4M | 0.13% | -0.7% |
| 1221 | Vivid Wealth Management#1221 · 16,789 sh | 16,789 | $1.4M | — | +0.2% |
| 1222 | Marex Group plc#1222 · 8,702 sh | 8,702 | $1.4M | <0.01% | -27.8% |
| 1223 | WADDELL & ASSOCIATES#1223 · 16,773 sh | 16,773 | $1.4M | 0.07% | +64.1% |
| 1224 | 1834 INVESTMENT ADVISORS#1224 · 16,719 sh | 16,719 | $1.4M | — | -3.3% |
| 1225 | MFA Wealth Services#1225 · 16,712 sh | 16,712 | $1.4M | — | +0.7% |
| 1226 | North Star Investment Management#1226 · 16,634 sh | 16,634 | $1.4M | 0.07% | +0.7% |
| 1227 | Legacy Financial Group#1227 · 16,636 sh | 16,636 | $1.4M | 0.15% | +102.2% |
| 1228 | Barnes Wealth Management Group#1228 · 16,624 sh | 16,624 | $1.4M | 0.64% | -0.1% |
| 1229 | Diligent Investors#1229 · 16,609 sh | 16,609 | $1.4M | — | +0.1% |
| 1230 | EWA#1230 · 8,776 sh | 8,776 | $1.4M | 0.25% | +27.7% |
| 1231 | Concord Wealth Partners#1231 · 16,568 sh | 16,568 | $1.4M | 0.16% | -1.7% |
| 1232 | Cambria Investment Management, L.P.#1232 · 16,564 sh | 16,564 | $1.4M | 0.07% | +134.2% |
| 1233 | AFFINITY INVESTMENT ADVISORS#1233 · 16,493 sh | 16,493 | $1.4M | 0.69% | -0.2% |
| 1234 | NATIONS FINANCIAL GROUP , /IA#1234 · 16,380 sh | 16,380 | $1.4M | 0.06% | +15.8% |
| 1235 | Forum Financial Management#1235 · 16,241 sh | 16,241 | $1.3M | — | +7.7% |
| 1236 | KELLY LAWRENCE W & ASSOCIATES#1236 · 5,245 sh | 5,245 | $1.3M | 0.29% | 0.0% |
| 1237 | Stratos Wealth Advisors#1237 · 8,736 sh | 8,736 | $1.3M | 0.07% | +18.7% |
| 1238 | SCS Capital Management#1238 · 12,669 sh | 12,669 | $1.3M | 0.01% | -34.3% |
| 1239 | Biltmore Family Office#1239 · 16,075 sh | 16,075 | $1.3M | 0.17% | -0.5% |
| 1240 | Essex Savings Bank#1240 · 16,076 sh | 16,076 | $1.3M | — | -0.6% |
| 1241 | AdvisorNet Financial#1241 · 16,065 sh | 16,065 | $1.3M | — | -4.5% |
| 1242 | Avidian Wealth Solutions#1242 · 16,062 sh | 16,062 | $1.3M | — | -3.6% |
| 1243 | POTENTIA WEALTH#1243 · 16,050 sh | 16,050 | $1.3M | 0.54% | -6.2% |
| 1244 | Sentry#1244 · 15,972 sh | 15,972 | $1.3M | 0.37% | 0.0% |
| 1245 | Castle Rock Wealth Management#1245 · 15,320 sh | 15,320 | $1.3M | — | +0.1% |
| 1246 | Arista Wealth Management#1246 · 15,791 sh | 15,791 | $1.3M | 0.14% | -21.0% |
| 1247 | Indivisible Partners#1247 · 15,693 sh | 15,693 | $1.3M | — | +54.2% |
| 1248 | Concord Asset Management#1248 · 15,681 sh | 15,681 | $1.3M | 0.20% | -1.5% |
| 1249 | AMG National Bank#1249 · 15,637 sh | 15,637 | $1.3M | 0.03% | -5.3% |
| 1250 | Accurate Wealth Management#1250 · 14,780 sh | 14,780 | $1.3M | — | +15.8% |
| 1251 | Ocean Capital Management#1251 · 15,576 sh | 15,576 | $1.3M | 0.24% | +1.1% |
| 1252 | Hedges Asset Management#1252 · 15,500 sh | 15,500 | $1.3M | 0.84% | — |
| 1253 | Hexagon Capital Partners#1253 · 15,494 sh | 15,494 | $1.3M | 0.18% | +3.5% |
| 1254 | CLIFTONLARSONALLEN WEALTH ADVISORS#1254 · 15,493 sh | 15,493 | $1.3M | — | +18.2% |
| 1255 | NBC SECURITIES#1255 · 15,125 sh | 15,125 | $1.3M | — | -1.6% |
| 1256 | Douglass Winthrop Advisors#1256 · 15,466 sh | 15,466 | $1.3M | 0.02% | -1.6% |
| 1257 | MV CAPITAL MANAGEMENT#1257 · 15,414 sh | 15,414 | $1.3M | 0.11% | -7.1% |
| 1258 | Asset Allocation & Management Company#1258 · 1,100 sh | 1,100 | $1.3M | — | 0.0% |
| 1259 | EASTERN BANK#1259 · 15,388 sh | 15,388 | $1.3M | — | -6.9% |
| 1260 | FIRST NATIONAL#1260 · 15,387 sh | 15,387 | $1.3M | 0.04% | -11.8% |
| 1261 | LVW Advisors#1261 · 15,383 sh | 15,383 | $1.3M | — | +17.3% |
| 1262 | FOUNDERS CAPITAL MANAGEMENT#1262 · 5,741 sh | 5,741 | $1.3M | — | 0.0% |
| 1263 | Concentric Capital Strategies#1263 · 15,365 sh | 15,365 | $1.3M | 0.07% | +63.9% |
| 1264 | Murphy, Middleton, Hinkle & Parker#1264 · 15,351 sh | 15,351 | $1.3M | — | 0.0% |
| 1265 | KANAWHA CAPITAL MANAGEMENT#1265 · 15,296 sh | 15,296 | $1.3M | — | +10.9% |
| 1266 | Principle Wealth Partners#1266 · 15,296 sh | 15,296 | $1.3M | 0.06% | +1.8% |
| 1267 | Cohen Capital Management#1267 · 15,291 sh | 15,291 | $1.3M | — | 0.0% |
| 1268 | Jain Global#1268 · 15,280 sh | 15,280 | $1.3M | <0.01% | -92.8% |
| 1269 | Sterling Capital Management#1269 · 15,240 sh | 15,240 | $1.3M | — | +82.4% |
| 1270 | Americana Partners#1270 · 15,167 sh | 15,167 | $1.3M | 0.03% | -26.1% |
| 1271 | Koshinski Asset Management#1271 · 15,139 sh | 15,139 | $1.3M | 0.07% | +0.7% |
| 1272 | ECLECTIC ASSOCIATES#1272 · 15,124 sh | 15,124 | $1.2M | — | -3.0% |
| 1273 | Western Wealth Management#1273 · 15,120 sh | 15,120 | $1.2M | 0.04% | -4.8% |
| 1274 | NORTHWEST WEALTH MANAGEMENT#1274 · 15,115 sh | 15,115 | $1.2M | 0.16% | +23.0% |
| 1275 | Transamerica Financial Advisors#1275 · 15,105 sh | 15,105 | $1.2M | 0.11% | -82.5% |
| 1276 | Richmond Brothers#1276 · 15,060 sh | 15,060 | $1.2M | 0.65% | New |
| 1277 | McGlone Suttner Wealth Management#1277 · 15,052 sh | 15,052 | $1.2M | — | +3.1% |
| 1278 | Hills Bank#1278 · 15,029 sh | 15,029 | $1.2M | 0.05% | -0.2% |
| 1279 | Jupiter Wealth Management#1279 · 15,000 sh | 15,000 | $1.2M | 0.50% | 0.0% |
| 1280 | HUTNER CAPITAL MANAGEMENT#1280 · 14,953 sh | 14,953 | $1.2M | 0.49% | -0.2% |
| 1281 | Lantz Financial#1281 · 14,912 sh | 14,912 | $1.2M | — | -1.1% |
| 1282 | WRIGHT INVESTORS SERVICE#1282 · 14,886 sh | 14,886 | $1.2M | 0.34% | -37.8% |
| 1283 | Formidable Asset Management#1283 · 15,434 sh | 15,434 | $1.2M | 0.20% | +6.3% |
| 1284 | Lipe & Dalton#1284 · 14,838 sh | 14,838 | $1.2M | — | 0.0% |
| 1285 | Unique Wealth Strategies#1285 · 14,823 sh | 14,823 | $1.2M | — | -0.1% |
| 1286 | Kirkwood Financial Services#1286 · 14,802 sh | 14,802 | $1.2M | 0.35% | 0.0% |
| 1287 | Sunpointe#1287 · 14,790 sh | 14,790 | $1.2M | — | +227.1% |
| 1288 | Mesirow Financial Investment Management#1288 · 14,786 sh | 14,786 | $1.2M | 0.02% | +0.3% |
| 1289 | OXFORD ASSET MANAGEMENT LLP#1289 · 14,767 sh | 14,767 | $1.2M | 0.60% | +105.0% |
| 1290 | Sawyer & Company#1290 · 14,755 sh | 14,755 | $1.2M | — | -0.2% |
| 1291 | ING GROEP NV#1291 · 14,742 sh | 14,742 | $1.2M | <0.01% | -88.0% |
| 1292 | LMCG INVESTMENTS#1292 · 14,710 sh | 14,710 | $1.2M | — | -0.2% |
| 1293 | Resonant Capital Advisors#1293 · 14,682 sh | 14,682 | $1.2M | — | +3.8% |
| 1294 | Moss Adams Wealth Advisors#1294 · 14,681 sh | 14,681 | $1.2M | 0.08% | +24.6% |
| 1295 | Harold Davidson & Associates#1295 · 14,644 sh | 14,644 | $1.2M | 0.52% | -31.3% |
| 1296 | Oslo Pensjonsforsikring AS#1296 · 14,620 sh | 14,620 | $1.2M | — | +18.0% |
| 1297 | Quilter Plc#1297 · 14,611 sh | 14,611 | $1.2M | — | -0.1% |
| 1298 | Penobscot Investment Management Company#1298 · 14,587 sh | 14,587 | $1.2M | — | -4.9% |
| 1299 | CITY NATIONAL BANK OF FLORIDA#1299 · 14,522 sh | 14,522 | $1.2M | 0.50% | -5.0% |
| 1300 | DAVIDSON#1300 · 14,520 sh | 14,520 | $1.2M | — | -1.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.