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 3,092 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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
162,398
shares
|
$13.5 Million
3.04% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
160,888
shares
|
$13.4 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
160,816
shares
|
$13.4 Million
0.29% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
160,168
shares
|
$13.4 Million
0.36% of portfolio
|
Q3 2022
Reduced 12.7%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
158,679
shares
|
$13.2 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
158,195
shares
|
$13.2 Million
0.14% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
158,010
shares
|
$13.2 Million
0.2% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
157,357
shares
|
$13.1 Million
0.14% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
155,141
shares
|
$12.9 Million
0.13% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
154,707
shares
|
$12.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
153,493
shares
|
$12.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
152,674
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2025
Added 414.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
151,262
shares
|
$12.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
150,000
shares
|
$12.5 Million
0.58% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
149,605
shares
|
$12.5 Million
0.48% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
148,726
shares
|
$12.4 Million
1.23% of portfolio
|
Q3 2025
Added 21.54%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
147,016
shares
|
$12.3 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
146,457
shares
|
$12.2 Million
0.26% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
145,755
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
145,135
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,868
shares
|
$12.1 Million
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
144,457
shares
|
$12.1 Million
0.24% of portfolio
|
Q3 2025
Added 83.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
144,335
shares
|
$12 Million
0.62% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 10, 2025 Q3 2025 |
144,108
shares
|
$12 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
143,393
shares
|
$12 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.39%
|
|