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 |
|---|---|---|---|---|---|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
12,253
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 68.67%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
12,239
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 240.92%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
12,236
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
12,212
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,179
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
12,146
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
12,103
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
12,098
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
12,088
shares
|
$1.01 Million
0.53% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,082
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2024
Reduced 12.09%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
12,072
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2025
Added 69.17%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
12,053
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12,021
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 236.72%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
12,000
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
11,977
shares
|
$999,121
0.03% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,931
shares
|
$995,284
0.08% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
11,918
shares
|
$994,199
0.04% of portfolio
|
Q2 2025
Added 41.58%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
11,896
shares
|
$992,364
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hap Trading, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,815
shares
|
$985,607
0.09% of portfolio
|
Q2 2025
Reduced 51.91%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
11,788
shares
|
$983,354
0.7% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
11,776
shares
|
$982,353
0.77% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
11,772
shares
|
$982,020
0.15% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,761
shares
|
$981,102
0.02% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
11,735
shares
|
$978,933
0.3% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
11,731
shares
|
$978,600
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|