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 3,103 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 |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$83,420
0.01% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$83,420
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$83,420
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
996
shares
|
$83,086
0.04% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
991
shares
|
$82,669
0.01% of portfolio
|
Q3 2025
Reduced 26.1%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
983
shares
|
$82,001
0.01% of portfolio
|
Q4 2025
Reduced 51.48%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
982
shares
|
$81,918
0.05% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$81,668
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
979
shares
|
$81,668
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
940
shares
|
$78,414
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
928
shares
|
$77,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
925
shares
|
$77,163
0.01% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
923
shares
|
$76,996
0.0% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
906
shares
|
$75,578
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
902
shares
|
$75,244
0.01% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
896
shares
|
$74,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
895
shares
|
$74,660
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
888
shares
|
$74,076
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
879
shares
|
$73,326
0.01% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
870
shares
|
$72,575
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
851
shares
|
$70,990
0.04% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
839
shares
|
$69,989
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$69,322
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
828
shares
|
$69,071
0.01% of portfolio
|
Q3 2025
Reduced 66.92%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
825
shares
|
$68,821
0.01% of portfolio
|
Q3 2025
New holding
|
|