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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
11,298
shares
|
$942,479
0.04% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
11,283
shares
|
$941,227
0.7% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
11,273
shares
|
$940,393
0.49% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
11,269
shares
|
$940,059
0.43% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
11,257
shares
|
$939,058
0.25% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
11,242
shares
|
$937,807
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,241
shares
|
$937,724
0.07% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
11,208
shares
|
$934,971
0.43% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
11,171
shares
|
$931,884
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
11,160
shares
|
$930,967
0.1% of portfolio
|
Q3 2023
Added 32.86%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
11,150
shares
|
$930,133
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
11,135
shares
|
$928,881
0.55% of portfolio
|
Q3 2025
Added 255.18%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,056
shares
|
$922,291
0.17% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,021
shares
|
$919,371
0.02% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
11,016
shares
|
$918,954
0.06% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,005
shares
|
$918,037
0.21% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
10,995
shares
|
$917,202
0.61% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,960
shares
|
$914,283
0.18% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,905
shares
|
$909,695
0.11% of portfolio
|
Q4 2022
Reduced 38.78%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
10,871
shares
|
$906,858
0.3% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
10,814
shares
|
$902,103
0.44% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
10,810
shares
|
$901,770
0.07% of portfolio
|
Q4 2025
Added 4.6%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
10,794
shares
|
$900,435
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
10,789
shares
|
$900,018
0.03% of portfolio
|
Q3 2025
Reduced 19.72%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
10,758
shares
|
$897,432
0.15% of portfolio
|
Q3 2025
Reduced 14.29%
|
|