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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$10.1 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
121,180
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
121,000
shares
|
$10.1 Million
0.19% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
120,683
shares
|
$10.1 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
120,592
shares
|
$10.1 Million
0.69% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
120,159
shares
|
$10 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
120,157
shares
|
$10 Million
0.15% of portfolio
|
Q3 2025
Added 24.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
119,908
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
119,568
shares
|
$9.97 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
118,683
shares
|
$9.9 Million
0.06% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
118,497
shares
|
$9.89 Million
0.43% of portfolio
|
Q3 2025
Added 29.24%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Nov 06, 2025 Q3 2025 |
118,445
shares
|
$9.88 Million
2.83% of portfolio
|
Q3 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
117,609
shares
|
$9.81 Million
0.23% of portfolio
|
Q3 2025
Added 1753.28%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
117,548
shares
|
$9.81 Million
4.15% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2025 Q3 2025 |
117,249
shares
|
$9.78 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
115,515
shares
|
$9.64 Million
0.03% of portfolio
|
Q3 2025
Added 118.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
114,241
shares
|
$9.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
113,754
shares
|
$9.49 Million
0.23% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
113,341
shares
|
$9.45 Million
0.04% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
112,970
shares
|
$9.42 Million
0.03% of portfolio
|
Q3 2025
Added 163.45%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
112,677
shares
|
$9.4 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
112,633
shares
|
$9.4 Million
0.21% of portfolio
|
Q3 2025
Added 48.44%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
112,517
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
112,434
shares
|
$9.38 Million
0.03% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
112,114
shares
|
$9.35 Million
0.13% of portfolio
|
Q3 2025
Added 12.76%
|
|