Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 3,107 institutions that hold shares in the stock, with a total of 2.24 Billion shares, which have been reported (via 13F filing form) to have a value of $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,930
shares
|
$244,420
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,929
shares
|
$244,337
0.07% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$244,086
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
2,924
shares
|
$243,920
0.02% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$242,919
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
2,902
shares
|
$242,084
0.02% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
2,900
shares
|
$241,918
0.2% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,897
shares
|
$241,667
0.02% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
2,893
shares
|
$241,334
0.02% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,886
shares
|
$240,750
0.05% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
2,882
shares
|
$240,416
0.07% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
2,868
shares
|
$239,248
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
2,867
shares
|
$239,165
0.02% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,866
shares
|
$239,081
0.09% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,864
shares
|
$238,914
0.09% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
2,854
shares
|
$238,080
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,853
shares
|
$237,997
0.08% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
2,850
shares
|
$237,747
0.18% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
2,845
shares
|
$237,329
0.11% of portfolio
|
Q3 2025
Reduced 79.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
2,833
shares
|
$236,328
0.06% of portfolio
|
Q4 2025
Reduced 14.44%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
2,831
shares
|
$236,162
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,830
shares
|
$236,078
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,817
shares
|
$234,994
0.09% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
2,811
shares
|
$234,493
0.04% of portfolio
|
Q4 2025
Reduced 30.16%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,801
shares
|
$233,659
0.03% of portfolio
|
Q3 2025
New holding
|
|