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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
25,241
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 144.28%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
25,137
shares
|
$2.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
25,073
shares
|
$2.09 Million
0.34% of portfolio
|
Q3 2025
Added 147.05%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
25,000
shares
|
$2.09 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
24,954
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
24,912
shares
|
$2.08 Million
1.43% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
24,903
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2025
Added 241.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,885
shares
|
$2.08 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
24,880
shares
|
$2.08 Million
0.2% of portfolio
|
Q4 2025
Added 12.76%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
24,862
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
24,822
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
24,820
shares
|
$2.07 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
24,786
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
24,750
shares
|
$2.06 Million
0.42% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
24,725
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
24,591
shares
|
$2.05 Million
0.27% of portfolio
|
Q4 2025
Added 12.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
24,411
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
24,410
shares
|
$2.04 Million
0.92% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
24,396
shares
|
$2.04 Million
0.68% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
24,374
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
24,365
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
24,303
shares
|
$2.03 Million
0.52% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
24,270
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
24,258
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.75%
|
|