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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
35,287
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
35,285
shares
|
$2.94 Million
0.07% of portfolio
|
Q4 2025
Added 59.74%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
35,270
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
35,131
shares
|
$2.93 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
34,975
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2025
Added 18.12%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
34,951
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
34,772
shares
|
$2.9 Million
0.23% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
34,736
shares
|
$2.9 Million
0.51% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
34,551
shares
|
$2.88 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
34,513
shares
|
$2.88 Million
0.27% of portfolio
|
Q1 2024
Added 285.1%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
34,483
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
34,438
shares
|
$2.87 Million
1.1% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
34,409
shares
|
$2.87 Million
0.47% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
33,997
shares
|
$2.84 Million
0.07% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
33,926
shares
|
$2.83 Million
0.28% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
33,880
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
33,859
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
33,847
shares
|
$2.82 Million
0.19% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
33,821
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
33,812
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2025
Added 744.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,804
shares
|
$2.82 Million
0.24% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
33,780
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,589
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
33,499
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2025
Added 49.44%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
33,350
shares
|
$2.78 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.43%
|
|