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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
22,760
shares
|
$1.9 Million
0.21% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
22,578
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
22,572
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
22,324
shares
|
$1.86 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
22,291
shares
|
$1.86 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
22,287
shares
|
$1.86 Million
0.14% of portfolio
|
Q4 2025
Added 16.26%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
22,234
shares
|
$1.85 Million
0.23% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
22,039
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
21,901
shares
|
$1.83 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21,712
shares
|
$1.81 Million
0.59% of portfolio
|
Q1 2024
Added 16.37%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
21,691
shares
|
$1.81 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
21,687
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
21,649
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,622
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
21,603
shares
|
$1.8 Million
0.3% of portfolio
|
Q4 2025
Added 13.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
21,572
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
21,557
shares
|
$1.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
21,362
shares
|
$1.78 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
21,354
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
21,324
shares
|
$1.78 Million
0.17% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
21,320
shares
|
$1.78 Million
0.19% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
21,320
shares
|
$1.78 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
21,240
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
21,237
shares
|
$1.77 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
21,202
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|