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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
400
shares
|
$33,368
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
399
shares
|
$33,284
0.01% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
398
shares
|
$33,201
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
396
shares
|
$33,034
0.01% of portfolio
|
Q2 2025
Added 41.43%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
387
shares
|
$32,283
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
379
shares
|
$31,616
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
378
shares
|
$31,532
0.02% of portfolio
|
Q4 2025
Reduced 11.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$31,199
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
370
shares
|
$30,865
0.1% of portfolio
|
Q3 2025
Reduced 94.27%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
364
shares
|
$30,364
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
358
shares
|
$29,864
0.02% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
353
shares
|
$29,447
0.01% of portfolio
|
Q3 2025
Added 23.86%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
350
shares
|
$29,197
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
350
shares
|
$29,197
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
343
shares
|
$28,613
0.01% of portfolio
|
Q3 2025
Added 200.88%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
340
shares
|
$28,362
0.0% of portfolio
|
Q3 2025
Reduced 91.23%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
336
shares
|
$28,029
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
333
shares
|
$27,778
0.01% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
332
shares
|
$27,695
0.0% of portfolio
|
Q3 2025
Added 472.41%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
320
shares
|
$26,694
0.04% of portfolio
|
Q3 2025
Added 315.58%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
316
shares
|
$26,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
314
shares
|
$26,193
0.02% of portfolio
|
Q3 2025
Reduced 44.91%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
310
shares
|
$25,860
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$25,693
0.01% of portfolio
|
Q4 2024
Added 289.87%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
308
shares
|
$25,693
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|