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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
55,098
shares
|
$4.6 Million
0.64% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
55,096
shares
|
$4.6 Million
0.13% of portfolio
|
Q3 2025
Added 37.47%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
54,724
shares
|
$4.57 Million
0.11% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
54,561
shares
|
$4.55 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
54,362
shares
|
$4.53 Million
0.46% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
54,027
shares
|
$4.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
53,913
shares
|
$4.5 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
53,821
shares
|
$4.49 Million
0.74% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
53,734
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2025
Reduced 41.63%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
53,036
shares
|
$4.42 Million
0.12% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
52,927
shares
|
$4.42 Million
0.16% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
52,885
shares
|
$4.41 Million
0.19% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
52,809
shares
|
$4.41 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
52,731
shares
|
$4.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
52,487
shares
|
$4.38 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
52,457
shares
|
$4.38 Million
0.15% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
52,402
shares
|
$4.37 Million
2.37% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
52,079
shares
|
$4.34 Million
1.6% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
52,053
shares
|
$4.34 Million
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51,882
shares
|
$4.33 Million
1.48% of portfolio
|
Q3 2025
Added 87.8%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
51,826
shares
|
$4.32 Million
2.11% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
51,752
shares
|
$4.32 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
51,612
shares
|
$4.31 Million
1.59% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
51,511
shares
|
$4.3 Million
0.47% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
51,480
shares
|
$4.29 Million
0.07% of portfolio
|
Q3 2025
Added 32.23%
|
|