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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
10,273
shares
|
$856,973
0.66% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
10,250
shares
|
$855,055
0.48% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
10,247
shares
|
$854,804
0.16% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
10,241
shares
|
$854,304
0.07% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
10,237
shares
|
$853,970
0.14% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,199
shares
|
$850,800
0.17% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
10,183
shares
|
$849,465
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
10,175
shares
|
$848,798
0.23% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,157
shares
|
$847,296
0.54% of portfolio
|
Q1 2022
Reduced 2.87%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
10,149
shares
|
$846,629
0.01% of portfolio
|
Q3 2025
Reduced 55.58%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,133
shares
|
$845,294
0.27% of portfolio
|
Q4 2023
Added 11.71%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
10,126
shares
|
$844,710
0.15% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
10,092
shares
|
$841,874
0.08% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
10,070
shares
|
$840,039
0.16% of portfolio
|
Q2 2025
Added 50.97%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
10,070
shares
|
$840,039
0.11% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
10,057
shares
|
$838,954
0.52% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
10,052
shares
|
$838,537
0.78% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
10,047
shares
|
$838,120
0.21% of portfolio
|
Q3 2025
Reduced 34.9%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
10,024
shares
|
$836,202
0.48% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$834,200
0.11% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
10,000
shares
|
$834,200
1.89% of portfolio
|
Q4 2022
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
9,982
shares
|
$832,698
0.14% of portfolio
|
Q3 2025
Added 37.44%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,968
shares
|
$831,530
0.09% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
9,966
shares
|
$831,363
0.29% of portfolio
|
Q4 2025
Added 8.93%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
9,963
shares
|
$831,113
0.11% of portfolio
|
Q3 2025
Reduced 3.96%
|
|