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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
28,886
shares
|
$2.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
28,851
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
28,782
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
28,744
shares
|
$2.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
28,520
shares
|
$2.38 Million
0.55% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
28,516
shares
|
$2.38 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
28,337
shares
|
$2.36 Million
0.49% of portfolio
|
Q3 2025
Added 101.66%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
28,289
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
28,178
shares
|
$2.35 Million
0.32% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
28,100
shares
|
$2.34 Million
0.51% of portfolio
|
Q3 2025
Reduced 79.55%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
28,082
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,034
shares
|
$2.34 Million
0.37% of portfolio
|
Q3 2025
Added 142.55%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
27,995
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,886
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
27,700
shares
|
$2.31 Million
0.39% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
27,697
shares
|
$2.31 Million
4.25% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
27,509
shares
|
$2.29 Million
2.58% of portfolio
|
Q4 2025
Reduced 4.03%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
27,491
shares
|
$2.29 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,405
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
27,376
shares
|
$2.28 Million
0.65% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
27,365
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 83.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
27,275
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 82.47%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
27,262
shares
|
$2.27 Million
0.67% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
27,200
shares
|
$2.27 Million
0.82% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
27,129
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2025
Added 9.57%
|
|