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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,729
shares
|
$144,233
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,716
shares
|
$143,148
0.03% of portfolio
|
Q3 2025
Reduced 27.47%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,704
shares
|
$142,147
0.11% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,699
shares
|
$141,730
0.01% of portfolio
|
Q4 2025
Reduced 44.2%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
1,695
shares
|
$141,396
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,681
shares
|
$140,229
0.01% of portfolio
|
Q3 2025
Added 1059.31%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,681
shares
|
$140,229
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,675
shares
|
$139,728
0.04% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,669
shares
|
$139,227
0.04% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,665
shares
|
$138,894
0.05% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,653
shares
|
$137,893
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,643
shares
|
$137,059
0.03% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,606
shares
|
$133,972
0.01% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,604
shares
|
$133,805
0.03% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,593
shares
|
$132,888
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
1,591
shares
|
$132,721
0.04% of portfolio
|
Q3 2025
Added 24.78%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,570
shares
|
$130,969
0.05% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,559
shares
|
$130,051
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
1,558
shares
|
$129,968
0.04% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,546
shares
|
$128,967
0.04% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,546
shares
|
$128,967
0.03% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,516
shares
|
$126,464
0.09% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,511
shares
|
$126,047
0.04% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,507
shares
|
$125,713
0.01% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$125,130
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|