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 |
|---|---|---|---|---|---|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
88,707
shares
|
$7.4 Million
2.78% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
88,324
shares
|
$7.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
88,176
shares
|
$7.36 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
88,052
shares
|
$7.35 Million
1.55% of portfolio
|
Q1 2018
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
87,650
shares
|
$7.31 Million
0.09% of portfolio
|
Q3 2025
Added 1291.49%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
87,274
shares
|
$7.28 Million
0.07% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
86,898
shares
|
$7.25 Million
0.1% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
86,188
shares
|
$7.19 Million
0.25% of portfolio
|
Q2 2022
Added 9.28%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
85,666
shares
|
$7.15 Million
5.39% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
85,385
shares
|
$7.12 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
85,225
shares
|
$7.11 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
84,871
shares
|
$7.08 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
84,523
shares
|
$7.05 Million
1.11% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
84,467
shares
|
$7.05 Million
3.52% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
84,312
shares
|
$7.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
84,293
shares
|
$7.03 Million
0.16% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
83,931
shares
|
$7 Million
0.19% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
83,317
shares
|
$6.95 Million
0.14% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
83,106
shares
|
$6.93 Million
3.09% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
82,630
shares
|
$6.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 57.12%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
82,557
shares
|
$6.89 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
82,155
shares
|
$6.85 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
82,083
shares
|
$6.85 Million
1.09% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
82,040
shares
|
$6.84 Million
3.1% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
81,895
shares
|
$6.83 Million
0.48% of portfolio
|
Q3 2022
Reduced 18.91%
|
|