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 3,099 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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
97,467
shares
|
$8.13 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
97,155
shares
|
$8.1 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
96,784
shares
|
$8.07 Million
3.53% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
96,526
shares
|
$8.05 Million
0.17% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
96,318
shares
|
$8.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 98.2%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
96,293
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
95,138
shares
|
$7.94 Million
1.86% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
94,776
shares
|
$7.91 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
94,087
shares
|
$7.85 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
93,852
shares
|
$7.83 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
93,511
shares
|
$7.8 Million
0.51% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
93,045
shares
|
$7.76 Million
1.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
92,750
shares
|
$7.74 Million
0.13% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
91,977
shares
|
$7.67 Million
0.26% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
91,506
shares
|
$7.63 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
91,334
shares
|
$7.62 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
91,207
shares
|
$7.61 Million
1.13% of portfolio
|
Q4 2025
Added 653.9%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
90,955
shares
|
$7.59 Million
0.28% of portfolio
|
Q3 2025
Added 678.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
90,918
shares
|
$7.58 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
90,914
shares
|
$7.58 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
90,900
shares
|
$7.58 Million
0.25% of portfolio
|
Q2 2019
Added 265.06%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
90,525
shares
|
$7.55 Million
0.37% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
89,900
shares
|
$7.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
89,498
shares
|
$7.47 Million
0.25% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
89,194
shares
|
$7.44 Million
0.19% of portfolio
|
Q4 2025
New holding
|
|