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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
21,111
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2025
Added 22.86%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
21,047
shares
|
$1.76 Million
0.13% of portfolio
|
Q4 2025
Added 30.46%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
21,010
shares
|
$1.75 Million
0.7% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
21,000
shares
|
$1.75 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
20,964
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
20,962
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
20,949
shares
|
$1.75 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
20,910
shares
|
$1.74 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
20,910
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
20,864
shares
|
$1.74 Million
0.29% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
20,805
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
20,682
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
20,614
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
20,584
shares
|
$1.72 Million
0.54% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
20,459
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,446
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
20,422
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
20,342
shares
|
$1.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 40.31%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
20,341
shares
|
$1.7 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,327
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
20,273
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
20,226
shares
|
$1.69 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,213
shares
|
$1.69 Million
0.25% of portfolio
|
Q4 2021
Reduced 62.02%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,007
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2020
Added 100.0%
|
|