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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
63,051
shares
|
$5.26 Million
0.3% of portfolio
|
Q4 2025
Added 10.06%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
62,605
shares
|
$5.22 Million
1.42% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
62,580
shares
|
$5.22 Million
0.59% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
62,520
shares
|
$5.22 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
62,474
shares
|
$5.21 Million
0.18% of portfolio
|
Q2 2022
Added 6.22%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
62,112
shares
|
$5.18 Million
0.3% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
61,991
shares
|
$5.17 Million
0.7% of portfolio
|
Q3 2025
Added 147.8%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
61,762
shares
|
$5.15 Million
1.62% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
61,693
shares
|
$5.15 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
61,540
shares
|
$5.13 Million
0.66% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
61,336
shares
|
$5.12 Million
1.53% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
61,233
shares
|
$5.11 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,018
shares
|
$5.09 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$5.06 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
60,611
shares
|
$5.06 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
60,208
shares
|
$5.02 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 10, 2025 Q3 2025 |
59,950
shares
|
$5 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,650
shares
|
$4.98 Million
0.05% of portfolio
|
Q3 2025
Added 138.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
59,611
shares
|
$4.97 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Nov 14, 2025 Q3 2025 |
59,542
shares
|
$4.97 Million
2.62% of portfolio
|
Q2 2024
Added 204.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
59,484
shares
|
$4.96 Million
0.08% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
59,268
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
59,121
shares
|
$4.93 Million
0.07% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
58,996
shares
|
$4.92 Million
0.06% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
58,873
shares
|
$4.91 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|