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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
51,200
shares
|
$4.27 Million
1.36% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
51,198
shares
|
$4.27 Million
0.49% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
51,087
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
50,770
shares
|
$4.24 Million
0.06% of portfolio
|
Q4 2025
Reduced 22.92%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
50,611
shares
|
$4.22 Million
0.19% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$4.22 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$4.2 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
50,022
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.19%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
49,919
shares
|
$4.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,605
shares
|
$4.14 Million
0.03% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,568
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
49,533
shares
|
$4.13 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
49,343
shares
|
$4.12 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
49,163
shares
|
$4.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
48,943
shares
|
$4.08 Million
0.98% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
48,579
shares
|
$4.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
48,469
shares
|
$4.04 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
48,355
shares
|
$4.03 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
48,267
shares
|
$4.03 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
48,119
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
47,896
shares
|
$4 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
47,869
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
47,851
shares
|
$3.99 Million
0.52% of portfolio
|
Q1 2024
Added 30.09%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,788
shares
|
$3.99 Million
0.27% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
47,737
shares
|
$3.98 Million
0.13% of portfolio
|
Q4 2022
Reduced 5.1%
|
|