WELLS FARGO & COMPANY/MN (WFC) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,944
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | DONALDSON CAPITAL MANAGEMENT#2201 · 3,952 sh | 3,952 | $326.6K | <0.01% | +2.7% |
| 2202 | TWIN PEAKS WEALTH ADVISORS#2202 · 3,936 sh | 3,936 | $325.3K | 0.07% | +21.2% |
| 2203 | Granite Harbor Advisors#2203 · 3,934 sh | 3,934 | $325.1K | 0.13% | -0.4% |
| 2204 | Schiavi#2204 · 2,866 sh | 2,866 | $324.6K | 0.09% | -8.0% |
| 2205 | SECURITY NATIONAL BANK OF SO DAK#2205 · 3,927 sh | 3,927 | $324.5K | 0.15% | 0.0% |
| 2206 | INCEPTIONR#2206 · 3,922 sh | 3,922 | $324.1K | 0.08% | -79.9% |
| 2207 | Walkner Condon Financial Advisors#2207 · 3,921 sh | 3,921 | $324.0K | 0.04% | -0.4% |
| 2208 | Crewe Advisors#2208 · 3,918 sh | 3,918 | $323.8K | 0.02% | +10.1% |
| 2209 | Basepoint Wealth#2209 · 3,917 sh | 3,917 | $323.7K | 0.19% | -36.6% |
| 2210 | Bill Few Associates#2210 · 3,915 sh | 3,915 | $323.5K | — | -10.3% |
| 2211 | Financial Network Wealth Advisors#2211 · 3,907 sh | 3,907 | $322.9K | 0.33% | +0.9% |
| 2212 | Lifeworks Advisors#2212 · 3,901 sh | 3,901 | $322.4K | 0.03% | -4.7% |
| 2213 | MARIETTA INVESTMENT PARTNERS#2213 · 3,900 sh | 3,900 | $322.3K | 0.06% | 0.0% |
| 2214 | SlateStone Wealth#2214 · 3,893 sh | 3,893 | $322.0K | 0.02% | -45.7% |
| 2215 | Madrona Financial Services#2215 · 3,892 sh | 3,892 | $321.7K | — | -0.2% |
| 2216 | Capital Advisors Wealth Management#2216 · 3,888 sh | 3,888 | $321.3K | — | +2.1% |
| 2217 | Linscomb Wealth#2217 · 3,888 sh | 3,888 | $321.3K | 0.01% | -58.7% |
| 2218 | Accelerate Investment Advisors#2218 · 3,881 sh | 3,881 | $320.8K | 0.18% | +1.0% |
| 2219 | Parkwoods Wealth Partners#2219 · 3,880 sh | 3,880 | $320.6K | 0.05% | New |
| 2220 | Swan Global Investments#2220 · 3,873 sh | 3,873 | $320.1K | <0.01% | +42.8% |
| 2221 | 49 WEALTH MANAGEMENT#2221 · 3,873 sh | 3,873 | $320.0K | 0.06% | -32.1% |
| 2222 | ALONGSIDE#2222 · 3,873 sh | 3,873 | $320.0K | 0.06% | — |
| 2223 | Retirement Planning Group#2223 · 3,872 sh | 3,872 | $320.0K | — | +9.8% |
| 2224 | Kera Capital Partners#2224 · 3,869 sh | 3,869 | $319.7K | 0.03% | +17.2% |
| 2225 | Hamilton Point Investment Advisors#2225 · 2,103 sh | 2,103 | $318.8K | 0.04% | 0.0% |
| 2226 | RAM Investment Partners#2226 · 3,854 sh | 3,854 | $318.5K | — | -39.6% |
| 2227 | PENINSULA ASSET MANAGEMENT#2227 · 3,851 sh | 3,851 | $318.2K | 0.15% | 0.0% |
| 2228 | GABELLI & INVESTMENT ADVISERS#2228 · 275 sh | 275 | $318.2K | 0.05% | 0.0% |
| 2229 | Adelphi#2229 · 3,841 sh | 3,841 | $317.4K | — | 0.0% |
| 2230 | Meadow Creek Wealth Advisors#2230 · 3,838 sh | 3,838 | $317.2K | 0.19% | -1.5% |
| 2231 | COTTONWOOD CAPITAL ADVISORS#2231 · 3,837 sh | 3,837 | $317.1K | — | +0.1% |
| 2232 | HRC WEALTH MANAGEMENT#2232 · 3,836 sh | 3,836 | $317.0K | — | 0.0% |
| 2233 | VestGen Investment Management#2233 · 3,830 sh | 3,830 | $316.5K | 0.17% | -70.6% |
| 2234 | BRANDYWINE OAK PRIVATE WEALTH#2234 · 3,829 sh | 3,829 | $316.4K | — | -0.6% |
| 2235 | Fortis Capital Management#2235 · 3,828 sh | 3,828 | $316.4K | 0.04% | +18.1% |
| 2236 | Petix & Botte#2236 · 3,828 sh | 3,828 | $316.3K | 0.06% | 0.0% |
| 2237 | United Wealth Management#2237 · 3,818 sh | 3,818 | $315.5K | 0.07% | 0.0% |
| 2238 | ARVEST INVESTMENTS#2238 · 3,818 sh | 3,818 | $315.5K | — | -0.5% |
| 2239 | Great Waters Wealth Management#2239 · 3,811 sh | 3,811 | $314.9K | — | -3.1% |
| 2240 | Oxbow Advisors#2240 · 272 sh | 272 | $314.7K | 0.03% | -23.8% |
| 2241 | Virtus Fixed Income Advisers#2241 · 272 sh | 272 | $314.7K | 0.20% | New |
| 2242 | Cannon Wealth Management Services#2242 · 3,807 sh | 3,807 | $314.6K | 0.17% | +2.2% |
| 2243 | Ipswich Investment Management#2243 · 3,804 sh | 3,804 | $314.4K | — | -2.0% |
| 2244 | Westhampton Capital#2244 · 3,800 sh | 3,800 | $314.0K | 0.13% | 0.0% |
| 2245 | ERn Financial#2245 · 3,799 sh | 3,799 | $313.9K | 0.05% | +47.1% |
| 2246 | Laraway Financial Advisors#2246 · 3,789 sh | 3,789 | $313.1K | 0.19% | +0.1% |
| 2247 | ADAMSBROWN WEALTH CONSULTANTS#2247 · 3,775 sh | 3,775 | $312.0K | — | +1.5% |
| 2248 | VICUS CAPITAL#2248 · 3,774 sh | 3,774 | $311.9K | 0.02% | -3.0% |
| 2249 | Pinnacle#2249 · 3,772 sh | 3,772 | $311.7K | 0.10% | 0.0% |
| 2250 | Grove Street Fiduciary#2250 · 3,766 sh | 3,766 | $311.2K | — | 0.0% |
| 2251 | StoryOne#2251 · 3,766 sh | 3,766 | $311.2K | — | New |
| 2252 | GDS Wealth Management#2252 · 3,757 sh | 3,757 | $310.5K | 0.01% | +18.7% |
| 2253 | Quantessence Capital#2253 · 3,754 sh | 3,754 | $310.2K | 0.91% | New |
| 2254 | Analyst IMS Investment Management Services Ltd.#2254 · 3,739 sh | 3,739 | $309.0K | <0.01% | -48.7% |
| 2255 | X-Square Capital#2255 · 3,745 sh | 3,745 | $309.0K | 0.08% | +0.2% |
| 2256 | Powers Advisory Group#2256 · 3,739 sh | 3,739 | $309.0K | — | +6.4% |
| 2257 | BTG Pactual Asset Management US#2257 · 3,738 sh | 3,738 | $308.9K | 0.02% | +0.1% |
| 2258 | TCP Asset Management#2258 · 3,736 sh | 3,736 | $308.7K | — | 0.0% |
| 2259 | Outlook Wealth Advisors#2259 · 3,726 sh | 3,726 | $307.9K | 0.07% | +0.6% |
| 2260 | CarsonAllaria Wealth Management, Ltd.#2260 · 3,726 sh | 3,726 | $307.9K | 0.13% | -1.0% |
| 2261 | CoreFirst Bank#2261 · 3,723 sh | 3,723 | $307.7K | 0.15% | 0.0% |
| 2262 | Madson Wealth Advisors#2262 · 3,718 sh | 3,718 | $307.3K | — | 0.0% |
| 2263 | KERR FINANCIAL PLANNING#2263 · 3,718 sh | 3,718 | $307.2K | 0.34% | +0.4% |
| 2264 | Beaumont Financial Advisors#2264 · 3,715 sh | 3,715 | $307.0K | — | +6.8% |
| 2265 | NORTHLAND SECURITIES#2265 · 3,700 sh | 3,700 | $305.8K | 0.18% | 0.0% |
| 2266 | Sandy Cove Advisors#2266 · 3,691 sh | 3,691 | $305.1K | 0.08% | +2.1% |
| 2267 | BECK MACK & OLIVER#2267 · 3,682 sh | 3,682 | $304.3K | <0.01% | 0.0% |
| 2268 | JGP Wealth Management#2268 · 3,667 sh | 3,667 | $303.0K | — | -9.3% |
| 2269 | HAZLETT, BURT & WATSON#2269 · 3,678 sh | 3,678 | $303.0K | 0.08% | -2.1% |
| 2270 | Faithward Advisors#2270 · 3,665 sh | 3,665 | $302.9K | 0.04% | New |
| 2271 | OF VIRGINIA#2271 · 3,665 sh | 3,665 | $302.9K | — | +1.8% |
| 2272 | LIFELONG WEALTH ADVISORS#2272 · 3,664 sh | 3,664 | $302.8K | — | +0.5% |
| 2273 | Carbahal Olsen Financial Services Group#2273 · 3,660 sh | 3,660 | $302.5K | 0.21% | 0.0% |
| 2274 | Principal Street Partners#2274 · 3,647 sh | 3,647 | $301.4K | 0.04% | -12.1% |
| 2275 | TCI Wealth Advisors#2275 · 3,644 sh | 3,644 | $301.1K | 0.01% | -13.3% |
| 2276 | Werba Rubin Papier Wealth Management#2276 · 3,635 sh | 3,635 | $300.4K | 0.04% | -15.3% |
| 2277 | D'Orazio & Associates#2277 · 3,633 sh | 3,633 | $300.2K | 0.03% | +3.9% |
| 2278 | Five Oceans Advisors#2278 · 3,625 sh | 3,625 | $299.6K | — | +3.6% |
| 2279 | Nolet Wealth Management#2279 · 3,622 sh | 3,622 | $299.3K | — | -0.1% |
| 2280 | of the South#2280 · 3,621 sh | 3,621 | $299.2K | — | +43.1% |
| 2281 | Advisory Resource Group#2281 · 3,619 sh | 3,619 | $299.1K | — | +16.6% |
| 2282 | Verity & Verity#2282 · 3,605 sh | 3,605 | $297.9K | — | 0.0% |
| 2283 | Clear Creek Financial Management#2283 · 3,603 sh | 3,603 | $297.8K | 0.02% | -0.9% |
| 2284 | United Advisor Group#2284 · 3,601 sh | 3,601 | $297.6K | 0.03% | -9.7% |
| 2285 | Cannon Financial Strategists#2285 · 3,600 sh | 3,600 | $297.5K | — | New |
| 2286 | Rise Advisors#2286 · 3,591 sh | 3,591 | $296.8K | — | +6.1% |
| 2287 | Navis Wealth Advisors#2287 · 3,575 sh | 3,575 | $295.4K | 0.11% | -0.1% |
| 2288 | Affinity Capital Advisors#2288 · 3,376 sh | 3,376 | $295.3K | — | -0.2% |
| 2289 | Fi3 FINANCIAL ADVISORS#2289 · 3,041 sh | 3,041 | $294.9K | 0.07% | -13.0% |
| 2290 | TRUSTMARK NATIONAL BANK DEPARTMENT#2290 · 3,560 sh | 3,560 | $294.2K | 0.02% | -11.3% |
| 2291 | Stonebridge Financial Group#2291 · 3,558 sh | 3,558 | $294.0K | — | -0.1% |
| 2292 | Wealthquest#2292 · 3,556 sh | 3,556 | $293.9K | 0.02% | -15.2% |
| 2293 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#2293 · 3,555 sh | 3,555 | $293.8K | 0.03% | New |
| 2294 | Allen Mooney & Barnes Investment Advisors#2294 · 3,553 sh | 3,553 | $293.6K | — | -11.8% |
| 2295 | Sagewood Asset Management#2295 · 3,548 sh | 3,548 | $293.2K | 0.07% | New |
| 2296 | BOSTON FAMILY OFFICE#2296 · 3,548 sh | 3,548 | $293.0K | 0.02% | 0.0% |
| 2297 | WEDGEWOOD INVESTORS#2297 · 3,543 sh | 3,543 | $292.8K | 0.30% | 0.0% |
| 2298 | VAUGHAN DAVID INVESTMENTS#2298 · 3,537 sh | 3,537 | $292.0K | <0.01% | +1.9% |
| 2299 | BetterWealth#2299 · 3,526 sh | 3,526 | $291.4K | — | 0.0% |
| 2300 | RKL Wealth Management#2300 · 3,513 sh | 3,513 | $290.3K | — | -4.8% |
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.