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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
820
shares
|
$68,404
0.02% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
818
shares
|
$68,237
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
817
shares
|
$68,154
0.02% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
814
shares
|
$67,903
0.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
804
shares
|
$67,069
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
800
shares
|
$66,736
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
789
shares
|
$65,818
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
780
shares
|
$65,067
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
769
shares
|
$64,149
0.02% of portfolio
|
Q4 2025
Reduced 94.41%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
761
shares
|
$63,482
0.01% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
742
shares
|
$61,897
0.04% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$61,313
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
733
shares
|
$61,146
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
728
shares
|
$60,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
724
shares
|
$60,396
0.04% of portfolio
|
Q3 2025
Reduced 38.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
714
shares
|
$59,561
0.04% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
702
shares
|
$58,560
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
697
shares
|
$58,143
0.0% of portfolio
|
Q3 2025
Reduced 65.53%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
695
shares
|
$57,976
0.01% of portfolio
|
Q2 2025
Added 184.84%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
688
shares
|
$57,392
0.03% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
688
shares
|
$57,392
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
666
shares
|
$55,557
0.03% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
661
shares
|
$55,140
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
637
shares
|
$53,138
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
635
shares
|
$52,971
0.03% of portfolio
|
Q2 2025
Added 68.44%
|
|