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 |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
13,257
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
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%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
13,179
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,171
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
13,160
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
13,159
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
13,116
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
13,098
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
13,079
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2025
Reduced 79.05%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
13,073
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
13,032
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,994
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2023
Added 14.26%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
12,942
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
12,941
shares
|
$1.08 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
12,923
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
12,908
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
12,862
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Added 271.52%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
12,846
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,842
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
12,837
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,833
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
12,830
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
12,804
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Reduced 23.39%
|
|