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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
24,230
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 59.46%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
24,193
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
24,184
shares
|
$2.02 Million
0.28% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
24,111
shares
|
$2.01 Million
0.49% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
24,090
shares
|
$2.01 Million
0.8% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
24,079
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2025
Added 1121.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24,023
shares
|
$2 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
24,003
shares
|
$2 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
23,933
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
23,922
shares
|
$2 Million
0.22% of portfolio
|
Q4 2025
Added 14.69%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
23,900
shares
|
$1.99 Million
0.48% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
23,716
shares
|
$1.98 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,715
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
23,706
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2025
Added 39.71%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
23,554
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
23,522
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
23,504
shares
|
$1.96 Million
0.28% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
23,500
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,468
shares
|
$1.96 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,438
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
23,405
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
23,117
shares
|
$1.93 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
22,996
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
22,940
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
22,802
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 32.94%
|
|