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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
31,533
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
31,504
shares
|
$2.63 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
31,395
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
31,347
shares
|
$2.61 Million
0.04% of portfolio
|
Q3 2025
Added 43.08%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
31,327
shares
|
$2.61 Million
2.21% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
31,277
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
31,269
shares
|
$2.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.85%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
31,230
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 54.85%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
31,184
shares
|
$2.6 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
31,168
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
31,042
shares
|
$2.59 Million
0.43% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
31,012
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2025
Reduced 82.51%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
30,948
shares
|
$2.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
30,945
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
30,922
shares
|
$2.58 Million
1.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
30,872
shares
|
$2.58 Million
0.32% of portfolio
|
Q3 2025
Reduced 21.13%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
30,860
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,661
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
30,603
shares
|
$2.55 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
30,598
shares
|
$2.55 Million
0.44% of portfolio
|
Q3 2025
Added 120.11%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
30,587
shares
|
$2.55 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
30,530
shares
|
$2.55 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
30,477
shares
|
$2.54 Million
0.42% of portfolio
|
Q3 2025
Added 565.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
30,458
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
30,419
shares
|
$2.54 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.15%
|
|