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 3,103 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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
15,494
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
Added 37.39%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
15,484
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
15,476
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
15,420
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,403
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
15,403
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
15,400
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2025
Reduced 63.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
15,397
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2025
Added 6.81%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
15,395
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,380
shares
|
$1.28 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
15,346
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
15,317
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,315
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
15,291
shares
|
$1.28 Million
0.78% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,243
shares
|
$1.27 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
15,208
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
15,194
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2025
Added 7.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
15,161
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
15,139
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
15,104
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
15,099
shares
|
$1.26 Million
0.77% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
15,015
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2025
Added 142.22%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
15,012
shares
|
$1.25 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$1.25 Million
0.6% of portfolio
|
Q1 2023
Reduced 64.7%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
14,981
shares
|
$1.25 Million
0.29% of portfolio
|
Q4 2025
Reduced 8.74%
|
|