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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
13,678
shares
|
$1.14 Million
0.42% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
13,670
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
13,669
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2025
Added 97.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
13,664
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
13,622
shares
|
$1.14 Million
0.34% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
13,620
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2025
Reduced 4.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
13,615
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
13,559
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 49.84%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,538
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
13,532
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2022
Added 21.91%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
13,530
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
13,515
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
13,492
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
13,485
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
13,463
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,432
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,392
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
13,373
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Reduced 38.65%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
13,305
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 35.6%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
13,261
shares
|
$1.11 Million
0.96% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
13,257
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
13,256
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
13,207
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,190
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
13,180
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 193.35%
|
|