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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,242
shares
|
$103,607
0.0% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,226
shares
|
$102,272
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,224
shares
|
$102,106
0.03% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
1,221
shares
|
$101,855
0.02% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,220
shares
|
$101,772
0.02% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
1,220
shares
|
$101,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,215
shares
|
$101,355
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,210
shares
|
$100,938
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
1,208
shares
|
$100,771
0.17% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
1,200
shares
|
$100,104
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
1,183
shares
|
$98,685
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
1,174
shares
|
$97,935
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,170
shares
|
$97,601
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,152
shares
|
$96,099
0.06% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,121
shares
|
$93,513
0.03% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
1,101
shares
|
$91,845
1.74% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,098
shares
|
$91,595
0.02% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$91,511
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$91,344
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$91,011
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,076
shares
|
$89,759
0.04% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
1,050
shares
|
$87,591
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,038
shares
|
$86,589
0.01% of portfolio
|
Q4 2025
Added 4413.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,006
shares
|
$83,920
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$83,420
0.02% of portfolio
|
Q2 2025
New holding
|
|