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 |
|---|---|---|---|---|---|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,728
shares
|
$978,349
0.02% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
11,725
shares
|
$978,099
0.01% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
11,682
shares
|
$974,512
0.09% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
11,675
shares
|
$973,928
0.29% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
11,626
shares
|
$969,840
0.06% of portfolio
|
Q3 2025
Added 63.03%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11,592
shares
|
$967,004
0.13% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
11,561
shares
|
$964,418
0.54% of portfolio
|
Q4 2025
Reduced 23.37%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
11,554
shares
|
$963,834
0.69% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
11,552
shares
|
$963,667
0.26% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,543
shares
|
$962,917
0.21% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
11,538
shares
|
$962,499
0.12% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
11,532
shares
|
$961,999
0.09% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
11,528
shares
|
$961,665
0.07% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
11,474
shares
|
$957,161
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,472
shares
|
$956,994
0.3% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
11,467
shares
|
$956,577
0.14% of portfolio
|
Q4 2025
Added 7.48%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,457
shares
|
$955,742
0.07% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
11,420
shares
|
$952,656
0.46% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
11,409
shares
|
$951,738
0.17% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
11,398
shares
|
$950,821
0.25% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
11,375
shares
|
$948,902
0.52% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
11,350
shares
|
$946,817
0.76% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
11,320
shares
|
$944,314
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
11,309
shares
|
$943,396
0.55% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
11,305
shares
|
$943,063
0.14% of portfolio
|
Q3 2025
Added 0.1%
|
|