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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
301
shares
|
$25,109
0.11% of portfolio
|
Q3 2025
Reduced 88.98%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
300
shares
|
$25,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
299
shares
|
$24,942
0.01% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
291
shares
|
$24,275
0.01% of portfolio
|
Q4 2025
Added 23.83%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
280
shares
|
$23,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
267
shares
|
$22,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
262
shares
|
$21,856
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
258
shares
|
$21,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
255
shares
|
$21,272
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$20,771
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
232
shares
|
$19,353
0.01% of portfolio
|
Q3 2025
Reduced 78.66%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
232
shares
|
$19,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
231
shares
|
$19,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
227
shares
|
$18,936
0.0% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$18,769
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
218
shares
|
$18,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
207
shares
|
$17,267
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$16,934
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
202
shares
|
$16,850
0.0% of portfolio
|
Q3 2025
Reduced 92.95%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
200
shares
|
$16,684
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
200
shares
|
$16,684
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
200
shares
|
$16,684
0.01% of portfolio
|
Q3 2025
Reduced 74.94%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
200
shares
|
$16,684
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
196
shares
|
$16,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
195
shares
|
$16,266
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|