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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
190
shares
|
$15,849
0.01% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
190
shares
|
$15,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
189
shares
|
$15,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
187
shares
|
$15,599
0.0% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
181
shares
|
$15,099
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
178
shares
|
$14,848
0.01% of portfolio
|
Q3 2025
Added 36.92%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
175
shares
|
$14,598
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
175
shares
|
$14,598
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
168
shares
|
$14,014
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
160
shares
|
$13,347
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
152
shares
|
$12,679
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
150
shares
|
$12,513
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
150
shares
|
$12,513
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
136
shares
|
$11,345
0.0% of portfolio
|
Q3 2024
Reduced 74.0%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
133
shares
|
$11,094
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
132
shares
|
$11,011
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
127
shares
|
$10,594
0.06% of portfolio
|
Q3 2025
Reduced 98.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$10,510
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
118
shares
|
$9,843
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
116
shares
|
$9,676
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
113
shares
|
$9,426
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
109
shares
|
$9,092
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
108
shares
|
$9,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
107
shares
|
$8,925
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
107
shares
|
$8,925
0.02% of portfolio
|
Q2 2025
New holding
|
|