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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
33,324
shares
|
$2.78 Million
0.18% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
33,315
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2025
Added 106.72%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
33,180
shares
|
$2.77 Million
0.93% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
33,125
shares
|
$2.76 Million
0.97% of portfolio
|
Q3 2025
Added 133.82%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
33,031
shares
|
$2.76 Million
0.36% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
33,000
shares
|
$2.75 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
32,800
shares
|
$2.74 Million
1.39% of portfolio
|
Q4 2025
Added 153.65%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
32,770
shares
|
$2.73 Million
0.32% of portfolio
|
Q3 2023
Reduced 19.86%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
32,717
shares
|
$2.73 Million
1.36% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
32,470
shares
|
$2.71 Million
1.37% of portfolio
|
Q3 2025
Added 101.43%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
32,408
shares
|
$2.7 Million
0.48% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
32,367
shares
|
$2.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
32,288
shares
|
$2.69 Million
1.1% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
32,273
shares
|
$2.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
32,200
shares
|
$2.69 Million
0.72% of portfolio
|
Q2 2020
Reduced 19.5%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
32,071
shares
|
$2.68 Million
0.14% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
32,040
shares
|
$2.67 Million
1.09% of portfolio
|
Q3 2022
Reduced 8.56%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
32,004
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
31,866
shares
|
$2.66 Million
0.04% of portfolio
|
Q3 2025
Added 117.26%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,632
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 82.61%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
31,627
shares
|
$2.64 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
31,601
shares
|
$2.64 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
31,555
shares
|
$2.63 Million
1.68% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
31,549
shares
|
$2.63 Million
1.81% of portfolio
|
Q4 2025
Reduced 5.18%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
31,537
shares
|
$2.63 Million
1.98% of portfolio
|
Q3 2025
Reduced 1.62%
|
|