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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,390
shares
|
$199,373
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,386
shares
|
$199,040
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,382
shares
|
$198,706
0.05% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
2,370
shares
|
$197,705
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
2,355
shares
|
$196,454
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,346
shares
|
$195,703
0.01% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,341
shares
|
$195,286
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,337
shares
|
$194,952
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
2,333
shares
|
$194,618
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
2,300
shares
|
$191,866
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,295
shares
|
$191,448
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,268
shares
|
$189,196
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,267
shares
|
$189,113
0.02% of portfolio
|
Q4 2024
Reduced 41.13%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
2,220
shares
|
$185,192
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
2,213
shares
|
$184,608
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,200
shares
|
$183,524
0.08% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
2,184
shares
|
$182,189
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
2,179
shares
|
$181,772
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,167
shares
|
$180,771
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
2,163
shares
|
$180,437
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$178,935
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$171,011
0.03% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
2,047
shares
|
$170,760
0.02% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$170,260
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
2,037
shares
|
$169,926
0.13% of portfolio
|
Q2 2024
New holding
|
|