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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
26,985
shares
|
$2.25 Million
0.62% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
26,969
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
26,939
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
26,886
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
26,861
shares
|
$2.24 Million
1.02% of portfolio
|
Q3 2025
Added 54.19%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
26,611
shares
|
$2.22 Million
0.38% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
26,514
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
26,310
shares
|
$2.19 Million
0.17% of portfolio
|
Q3 2025
Added 62.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
26,284
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2025
Added 243.31%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
26,073
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Added 27.01%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
26,054
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
25,981
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
25,971
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 32.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,966
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
25,965
shares
|
$2.17 Million
0.87% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
25,959
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
25,918
shares
|
$2.16 Million
2.61% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
25,720
shares
|
$2.15 Million
1.09% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
25,701
shares
|
$2.14 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,688
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
25,668
shares
|
$2.14 Million
0.38% of portfolio
|
Q3 2025
Added 5043.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,608
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
25,558
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
25,556
shares
|
$2.13 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
25,371
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Added 24.47%
|
|