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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,250
shares
|
$771,635
0.12% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
9,246
shares
|
$771,301
0.04% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
9,245
shares
|
$771,217
0.06% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
9,201
shares
|
$767,547
0.03% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
9,178
shares
|
$765,628
0.2% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
9,162
shares
|
$764,294
0.08% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
9,138
shares
|
$762,291
0.13% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
9,131
shares
|
$761,708
0.12% of portfolio
|
Q3 2025
Added 209.53%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
9,094
shares
|
$758,621
0.26% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,092
shares
|
$758,454
0.18% of portfolio
|
Q2 2022
Added 34.92%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
9,069
shares
|
$756,535
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
9,065
shares
|
$756,202
0.09% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
9,019
shares
|
$752,364
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,006
shares
|
$751,280
0.74% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,973
shares
|
$748,527
0.09% of portfolio
|
Q4 2022
Reduced 22.93%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
8,953
shares
|
$746,859
0.07% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
8,949
shares
|
$746,525
0.46% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,939
shares
|
$745,691
0.04% of portfolio
|
Q2 2023
Added 701.7%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,908
shares
|
$743,105
0.5% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
8,908
shares
|
$743,105
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,906
shares
|
$742,938
0.05% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,885
shares
|
$741,186
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
8,885
shares
|
$741,186
0.08% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
8,874
shares
|
$740,269
0.3% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
8,856
shares
|
$738,767
0.11% of portfolio
|
Q4 2025
Added 2.57%
|
|