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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,440
shares
|
$620,644
0.09% of portfolio
|
Q3 2025
Added 99.25%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
7,433
shares
|
$620,060
0.34% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,424
shares
|
$619,310
0.18% of portfolio
|
Q3 2025
Added 70.12%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,423
shares
|
$619,226
0.17% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
7,423
shares
|
$619,226
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,407
shares
|
$617,891
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
7,406
shares
|
$617,808
0.57% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
7,401
shares
|
$617,391
0.05% of portfolio
|
Q4 2025
Added 6.58%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
7,400
shares
|
$617,308
0.18% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,400
shares
|
$617,308
0.11% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
7,396
shares
|
$616,974
0.14% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,374
shares
|
$615,139
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
7,352
shares
|
$613,303
0.15% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,350
shares
|
$613,137
0.22% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,349
shares
|
$613,053
0.13% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,335
shares
|
$611,885
0.17% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
7,332
shares
|
$611,635
0.07% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,330
shares
|
$611,468
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,312
shares
|
$609,967
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
7,310
shares
|
$609,800
0.07% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
7,309
shares
|
$609,716
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
7,308
shares
|
$609,633
0.03% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
7,276
shares
|
$606,963
0.09% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
7,275
shares
|
$606,880
0.4% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
7,239
shares
|
$603,877
0.15% of portfolio
|
Q3 2025
Reduced 18.18%
|
|