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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
9,610
shares
|
$801,666
0.13% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
9,574
shares
|
$798,663
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
9,557
shares
|
$797,244
0.12% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,550
shares
|
$796,661
0.02% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
9,548
shares
|
$796,494
0.53% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
9,537
shares
|
$795,576
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
9,533
shares
|
$795,242
0.3% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
9,515
shares
|
$793,741
0.64% of portfolio
|
Q3 2025
Added 179.61%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
9,496
shares
|
$792,156
0.2% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
9,476
shares
|
$790,487
0.12% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
9,462
shares
|
$789,320
0.11% of portfolio
|
Q3 2025
Reduced 26.65%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
9,449
shares
|
$788,235
0.21% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,447
shares
|
$788,068
0.09% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
9,447
shares
|
$788,068
0.44% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
9,417
shares
|
$785,566
0.09% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
9,408
shares
|
$784,815
0.77% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
9,398
shares
|
$783,981
0.32% of portfolio
|
Q4 2025
Reduced 3.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
9,351
shares
|
$780,060
0.04% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
9,325
shares
|
$777,891
0.01% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
9,321
shares
|
$777,557
0.44% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
9,300
shares
|
$775,806
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,297
shares
|
$775,555
0.04% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,273
shares
|
$773,553
0.04% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9,270
shares
|
$773,303
0.23% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
9,270
shares
|
$773,303
0.05% of portfolio
|
Q3 2025
Added 18.66%
|
|