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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
10,738
shares
|
$895,763
0.35% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
10,726
shares
|
$894,762
0.05% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,711
shares
|
$893,511
0.17% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
10,710
shares
|
$893,428
0.3% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
10,709
shares
|
$893,344
0.62% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
10,698
shares
|
$892,427
0.36% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
10,692
shares
|
$891,926
0.07% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
10,679
shares
|
$890,842
0.41% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
10,651
shares
|
$888,506
0.05% of portfolio
|
Q4 2025
Reduced 9.65%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
10,648
shares
|
$888,256
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
10,631
shares
|
$886,838
0.06% of portfolio
|
Q4 2021
Reduced 96.66%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,594
shares
|
$883,751
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,563
shares
|
$881,165
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
10,539
shares
|
$879,163
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
10,519
shares
|
$877,494
0.4% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
10,497
shares
|
$875,659
0.1% of portfolio
|
Q4 2025
Added 20.24%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,435
shares
|
$870,487
0.18% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
10,429
shares
|
$869,987
0.04% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
10,421
shares
|
$869,319
0.05% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
10,417
shares
|
$868,986
0.04% of portfolio
|
Q3 2025
Added 178.98%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
10,370
shares
|
$865,065
0.16% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
10,362
shares
|
$864,398
0.01% of portfolio
|
Q3 2025
Added 1618.41%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,344
shares
|
$862,896
0.1% of portfolio
|
Q4 2025
Added 75.68%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,330
shares
|
$861,728
0.42% of portfolio
|
Q3 2025
New holding
|
|