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 |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
8,834
shares
|
$736,932
0.04% of portfolio
|
Q2 2022
Reduced 7.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
8,832
shares
|
$736,765
0.16% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
8,824
shares
|
$736,098
0.19% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,823
shares
|
$736,014
0.22% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
8,820
shares
|
$735,764
0.22% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,806
shares
|
$734,596
0.13% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
8,800
shares
|
$734,096
0.28% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
8,780
shares
|
$732,427
0.05% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,742
shares
|
$729,257
0.03% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
8,720
shares
|
$727,422
0.2% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
8,713
shares
|
$726,838
0.17% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,711
shares
|
$726,671
0.07% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
8,702
shares
|
$725,920
0.01% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,695
shares
|
$725,336
0.05% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
8,686
shares
|
$724,586
0.08% of portfolio
|
Q4 2025
Added 56.42%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
8,637
shares
|
$720,498
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
8,635
shares
|
$720,331
0.21% of portfolio
|
Q3 2025
Reduced 31.5%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
8,605
shares
|
$717,829
0.06% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
8,557
shares
|
$713,824
0.24% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
8,556
shares
|
$713,741
0.11% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,506
shares
|
$709,570
0.37% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
8,496
shares
|
$708,736
0.12% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
8,470
shares
|
$706,567
0.05% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
8,456
shares
|
$705,399
0.08% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,455
shares
|
$705,316
0.26% of portfolio
|
Q3 2023
Reduced 19.06%
|
|