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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
2,698
shares
|
$225,067
0.09% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
2,692
shares
|
$224,566
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,687
shares
|
$224,149
0.15% of portfolio
|
Q4 2025
Reduced 12.56%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,685
shares
|
$223,982
0.04% of portfolio
|
Q4 2025
Added 5.5%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
2,684
shares
|
$223,899
0.06% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,677
shares
|
$223,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
2,674
shares
|
$223,065
0.05% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
2,664
shares
|
$222,230
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,661
shares
|
$221,980
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
2,659
shares
|
$221,813
0.11% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
2,658
shares
|
$221,730
0.14% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,658
shares
|
$221,730
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
2,650
shares
|
$221,063
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
2,650
shares
|
$221,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,644
shares
|
$220,562
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,638
shares
|
$220,061
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,636
shares
|
$219,895
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
2,635
shares
|
$219,811
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
2,633
shares
|
$219,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
2,621
shares
|
$218,643
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,617
shares
|
$218,310
0.04% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
2,611
shares
|
$217,809
0.02% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,605
shares
|
$217,309
0.02% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,596
shares
|
$216,558
0.08% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
2,596
shares
|
$216,558
0.08% of portfolio
|
Q2 2025
New holding
|
|