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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$124,295
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$123,378
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,463
shares
|
$122,043
0.07% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$121,793
0.09% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$120,458
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,440
shares
|
$120,124
0.09% of portfolio
|
Q3 2025
Added 5438.46%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,435
shares
|
$119,707
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,425
shares
|
$118,873
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,421
shares
|
$118,539
0.07% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,400
shares
|
$116,788
0.09% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,376
shares
|
$114,785
0.02% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,363
shares
|
$113,701
0.06% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,353
shares
|
$112,867
0.12% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,346
shares
|
$112,283
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,305
shares
|
$108,863
0.01% of portfolio
|
Q3 2025
Added 1303.23%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,305
shares
|
$108,863
0.05% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,300
shares
|
$108,446
0.02% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,293
shares
|
$107,862
0.05% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,291
shares
|
$107,695
0.01% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,280
shares
|
$106,777
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,270
shares
|
$105,943
0.02% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,260
shares
|
$105,109
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,260
shares
|
$105,109
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,258
shares
|
$104,942
0.01% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,246
shares
|
$103,941
0.07% of portfolio
|
Q3 2025
New holding
|
|