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 |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
2,784
shares
|
$232,241
0.04% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$232,241
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
2,783
shares
|
$232,157
0.05% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
2,782
shares
|
$232,074
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,776
shares
|
$231,573
0.1% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
2,776
shares
|
$231,573
0.08% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
2,774
shares
|
$231,407
0.09% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,769
shares
|
$230,989
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,750
shares
|
$229,405
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
2,746
shares
|
$229,071
0.06% of portfolio
|
Q3 2025
Reduced 49.48%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,741
shares
|
$228,654
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,740
shares
|
$228,570
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
2,731
shares
|
$227,820
0.17% of portfolio
|
Q4 2025
Reduced 9.9%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$226,985
0.05% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
2,721
shares
|
$226,985
0.01% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,720
shares
|
$226,902
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
2,708
shares
|
$225,901
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
2,704
shares
|
$225,567
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
2,703
shares
|
$225,484
0.09% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,701
shares
|
$225,317
0.3% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.0% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
2,699
shares
|
$225,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
2,698
shares
|
$225,067
0.04% of portfolio
|
Q3 2025
Added 6.3%
|
|