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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
19,981
shares
|
$1.67 Million
0.6% of portfolio
|
Q2 2025
Added 84.39%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
19,963
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
19,931
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
19,847
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
19,834
shares
|
$1.65 Million
0.64% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
19,825
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
19,756
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
19,641
shares
|
$1.64 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
19,601
shares
|
$1.64 Million
0.37% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
19,553
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
19,523
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
19,503
shares
|
$1.63 Million
0.47% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
19,286
shares
|
$1.61 Million
0.66% of portfolio
|
Q4 2025
Reduced 6.09%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
19,268
shares
|
$1.61 Million
0.52% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
19,238
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
19,207
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,207
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,199
shares
|
$1.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
19,183
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
19,116
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,108
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
18,980
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Reduced 48.77%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,974
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
18,909
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.81%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
18,853
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Added 2.7%
|
|