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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
7,233
shares
|
$603,376
0.03% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
7,221
shares
|
$602,375
0.16% of portfolio
|
Q4 2025
Reduced 5.92%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,220
shares
|
$602,292
0.29% of portfolio
|
Q2 2023
Reduced 13.69%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
7,199
shares
|
$600,540
0.11% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
7,190
shares
|
$599,789
0.17% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,184
shares
|
$599,289
0.05% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
7,182
shares
|
$599,122
0.11% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,153
shares
|
$596,703
0.05% of portfolio
|
Q3 2025
Reduced 82.81%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,150
shares
|
$596,453
0.03% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
7,143
shares
|
$595,869
0.2% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
7,143
shares
|
$595,869
0.21% of portfolio
|
Q3 2025
Added 63.53%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
7,129
shares
|
$594,701
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
7,120
shares
|
$593,950
0.1% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
7,120
shares
|
$593,950
0.1% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
7,114
shares
|
$593,449
0.16% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
7,106
shares
|
$592,782
0.06% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,100
shares
|
$592,282
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
7,085
shares
|
$591,030
0.13% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,077
shares
|
$590,363
0.14% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,065
shares
|
$589,362
0.26% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
7,058
shares
|
$588,778
0.01% of portfolio
|
Q3 2025
Reduced 18.31%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
7,045
shares
|
$587,693
0.08% of portfolio
|
Q4 2025
Added 86.18%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
7,031
shares
|
$586,526
0.06% of portfolio
|
Q4 2025
Added 9.57%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,026
shares
|
$586,108
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
7,023
shares
|
$585,858
0.18% of portfolio
|
Q3 2025
Reduced 1.43%
|
|