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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
74,811
shares
|
$6.24 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$6.23 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
73,388
shares
|
$6.12 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
73,000
shares
|
$6.09 Million
1.16% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
72,934
shares
|
$6.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
72,100
shares
|
$6.01 Million
0.13% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
72,043
shares
|
$6.01 Million
2.42% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
72,027
shares
|
$6.01 Million
0.23% of portfolio
|
Q4 2025
Added 7.32%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
72,012
shares
|
$6.01 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
71,929
shares
|
$6 Million
0.41% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
71,739
shares
|
$5.98 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
71,584
shares
|
$5.97 Million
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
71,533
shares
|
$5.97 Million
0.68% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,497
shares
|
$5.96 Million
0.12% of portfolio
|
Q2 2020
Reduced 1.43%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
71,377
shares
|
$5.95 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
71,279
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
71,154
shares
|
$5.94 Million
0.52% of portfolio
|
Q3 2025
Added 55.92%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
70,261
shares
|
$5.86 Million
5.11% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
70,246
shares
|
$5.86 Million
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
70,016
shares
|
$5.84 Million
0.15% of portfolio
|
Q3 2025
Added 628.12%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
69,920
shares
|
$5.83 Million
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
69,533
shares
|
$5.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
69,383
shares
|
$5.79 Million
0.37% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
69,028
shares
|
$5.76 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
69,020
shares
|
$5.76 Million
0.28% of portfolio
|
Q3 2025
Added 163.76%
|
|