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 3,101 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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
39,683
shares
|
$3.31 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
39,476
shares
|
$3.29 Million
0.22% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,466
shares
|
$3.29 Million
0.15% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39,010
shares
|
$3.25 Million
0.64% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
38,932
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
38,768
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
38,613
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
38,509
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
38,500
shares
|
$3.21 Million
0.49% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,475
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
38,454
shares
|
$3.21 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
38,439
shares
|
$3.21 Million
1.19% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
38,167
shares
|
$3.18 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
38,089
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
38,088
shares
|
$3.18 Million
0.2% of portfolio
|
Q3 2025
Added 54.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
38,021
shares
|
$3.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
37,972
shares
|
$3.17 Million
0.44% of portfolio
|
Q3 2025
Reduced 36.89%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
37,926
shares
|
$3.16 Million
0.3% of portfolio
|
Q1 2025
Added 159.43%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
37,920
shares
|
$3.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
37,838
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
37,750
shares
|
$3.15 Million
0.38% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
37,686
shares
|
$3.14 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
37,675
shares
|
$3.14 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
37,658
shares
|
$3.14 Million
0.14% of portfolio
|
Q4 2023
Reduced 5.81%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
37,606
shares
|
$3.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.73%
|
|