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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
14,335
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,326
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2025
Added 143.76%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
14,299
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
14,260
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
14,250
shares
|
$1.19 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
14,185
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 65.29%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
14,178
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
14,156
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
14,142
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,119
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
14,079
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
14,056
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
14,020
shares
|
$1.17 Million
1.81% of portfolio
|
Q1 2025
Reduced 36.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
13,998
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
13,978
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
13,973
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Added 69.53%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,972
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
13,968
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
13,947
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
13,913
shares
|
$1.16 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
13,896
shares
|
$1.16 Million
0.85% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
13,820
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
13,763
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
13,760
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
13,705
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2025
Added 2.53%
|
|