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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,491
shares
|
$207,799
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
2,490
shares
|
$207,715
0.1% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,483
shares
|
$207,131
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,473
shares
|
$206,297
0.09% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,468
shares
|
$205,880
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,465
shares
|
$205,630
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
2,461
shares
|
$205,296
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
2,443
shares
|
$203,795
0.14% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
2,440
shares
|
$203,544
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
2,433
shares
|
$202,960
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,430
shares
|
$202,710
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,427
shares
|
$202,460
0.09% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
2,425
shares
|
$202,293
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
2,425
shares
|
$202,293
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,422
shares
|
$202,043
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
2,413
shares
|
$201,292
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
2,412
shares
|
$201,209
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
2,411
shares
|
$201,125
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$201,042
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,408
shares
|
$200,875
0.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,407
shares
|
$200,791
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,391
shares
|
$199,457
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,391
shares
|
$199,457
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,390
shares
|
$199,373
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,390
shares
|
$199,373
0.16% of portfolio
|
Q3 2025
New holding
|
|