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 |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,860
shares
|
$655,681
0.13% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
7,853
shares
|
$655,097
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
7,846
shares
|
$654,513
0.03% of portfolio
|
Q3 2025
Reduced 71.56%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,835
shares
|
$653,595
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
7,834
shares
|
$653,512
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
7,817
shares
|
$652,094
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
7,800
shares
|
$650,676
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
7,777
shares
|
$648,757
0.11% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
7,761
shares
|
$647,422
0.04% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
7,753
shares
|
$646,755
0.47% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
7,751
shares
|
$646,588
0.23% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,737
shares
|
$645,420
0.12% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$644,586
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
7,703
shares
|
$642,584
0.04% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,695
shares
|
$641,916
0.1% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
7,694
shares
|
$641,833
0.06% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
7,693
shares
|
$641,750
0.27% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
7,693
shares
|
$641,750
0.36% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
7,693
shares
|
$641,750
0.04% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
7,693
shares
|
$641,750
0.13% of portfolio
|
Q3 2025
Added 22.44%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
7,680
shares
|
$640,665
0.11% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
7,659
shares
|
$638,913
0.05% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
7,651
shares
|
$638,246
0.16% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
7,641
shares
|
$637,412
0.21% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,638
shares
|
$637,161
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|