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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
69,008
shares
|
$5.76 Million
0.35% of portfolio
|
Q3 2025
Added 32.91%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
68,910
shares
|
$5.75 Million
0.44% of portfolio
|
Q3 2024
Added 764.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
68,880
shares
|
$5.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
68,878
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
68,768
shares
|
$5.74 Million
0.09% of portfolio
|
Q4 2023
Added 2.31%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
68,693
shares
|
$5.73 Million
0.08% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
68,538
shares
|
$5.72 Million
0.81% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
67,270
shares
|
$5.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 76.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
66,931
shares
|
$5.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,758
shares
|
$5.57 Million
0.08% of portfolio
|
Q3 2022
Added 509.72%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
66,511
shares
|
$5.55 Million
0.26% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
66,433
shares
|
$5.54 Million
0.03% of portfolio
|
Q3 2022
Added 938.83%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
65,823
shares
|
$5.49 Million
0.22% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
65,549
shares
|
$5.47 Million
0.41% of portfolio
|
Q3 2025
Added 15003.46%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
65,209
shares
|
$5.44 Million
0.09% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
64,481
shares
|
$5.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
64,459
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
64,334
shares
|
$5.37 Million
0.75% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
64,236
shares
|
$5.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 39.75%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
64,172
shares
|
$5.35 Million
0.09% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
64,153
shares
|
$5.35 Million
0.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
64,000
shares
|
$5.34 Million
0.09% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
63,522
shares
|
$5.3 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
63,236
shares
|
$5.28 Million
1.68% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,221
shares
|
$5.27 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.5%
|
|