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 |
|---|---|---|---|---|---|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
8,185
shares
|
$682,792
1.2% of portfolio
|
Q3 2025
Reduced 19.59%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
8,171
shares
|
$681,624
0.67% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,163
shares
|
$680,957
0.05% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,161
shares
|
$680,790
0.06% of portfolio
|
Q3 2025
Reduced 42.03%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,147
shares
|
$679,622
0.01% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
8,117
shares
|
$677,120
0.19% of portfolio
|
Q4 2025
Added 11.76%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
8,115
shares
|
$676,953
0.49% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
8,097
shares
|
$675,451
0.05% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,095
shares
|
$675,284
0.05% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
8,083
shares
|
$674,283
0.36% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
8,055
shares
|
$671,948
0.4% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
8,050
shares
|
$671,531
0.06% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,049
shares
|
$671,447
0.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,047
shares
|
$671,280
0.15% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
8,046
shares
|
$671,197
0.04% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
8,037
shares
|
$670,446
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,016
shares
|
$668,694
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
8,015
shares
|
$668,611
0.11% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,009
shares
|
$668,110
0.03% of portfolio
|
Q1 2023
Reduced 18.1%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
8,006
shares
|
$667,860
0.07% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
7,978
shares
|
$665,524
0.06% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
7,971
shares
|
$664,940
0.14% of portfolio
|
Q4 2025
Added 4185.48%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
7,951
shares
|
$663,272
0.11% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
7,919
shares
|
$660,602
0.22% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,904
shares
|
$659,351
0.04% of portfolio
|
Q3 2023
Reduced 67.15%
|
|