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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
9,963
shares
|
$831,113
0.02% of portfolio
|
Q3 2025
Added 112.88%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
9,961
shares
|
$830,946
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
9,952
shares
|
$830,195
0.06% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
9,921
shares
|
$827,609
0.26% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
9,906
shares
|
$826,358
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
9,850
shares
|
$821,687
0.38% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
9,848
shares
|
$821,520
0.29% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
9,830
shares
|
$820,018
0.13% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,800
shares
|
$817,516
0.09% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
9,774
shares
|
$815,347
0.33% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
9,764
shares
|
$814,512
0.04% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
9,752
shares
|
$813,511
0.19% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
9,751
shares
|
$813,428
0.13% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
9,700
shares
|
$809,174
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
9,699
shares
|
$809,090
0.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
9,693
shares
|
$808,590
0.43% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,655
shares
|
$805,420
0.03% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
9,645
shares
|
$804,585
0.19% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
9,643
shares
|
$804,419
0.35% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,642
shares
|
$804,335
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
9,621
shares
|
$802,583
0.06% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
9,621
shares
|
$802,583
0.24% of portfolio
|
Q2 2025
Reduced 0.19%
|
|