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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,634
shares
|
$636,828
0.19% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,630
shares
|
$636,494
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,627
shares
|
$636,244
0.1% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,619
shares
|
$635,576
0.22% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
7,618
shares
|
$635,493
0.53% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
7,606
shares
|
$634,492
0.04% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
7,600
shares
|
$633,992
0.07% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
7,584
shares
|
$632,657
0.15% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
7,574
shares
|
$631,823
0.02% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
7,574
shares
|
$631,823
0.45% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,570
shares
|
$631,489
0.08% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
7,564
shares
|
$630,988
0.34% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
7,559
shares
|
$630,571
0.45% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
7,550
shares
|
$629,821
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,550
shares
|
$629,821
0.02% of portfolio
|
Q3 2025
Reduced 40.26%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
7,549
shares
|
$629,737
0.08% of portfolio
|
Q4 2025
Reduced 8.8%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
7,534
shares
|
$628,486
0.05% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
7,525
shares
|
$627,735
0.46% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,510
shares
|
$626,484
0.16% of portfolio
|
Q1 2023
Added 1372.55%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
7,509
shares
|
$626,400
0.15% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
7,480
shares
|
$623,981
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
7,462
shares
|
$622,480
0.19% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,452
shares
|
$621,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
7,443
shares
|
$620,895
0.14% of portfolio
|
Q3 2025
New holding
|
|