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 3,107 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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
6,673
shares
|
$556,661
0.16% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
6,654
shares
|
$555,076
0.19% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
6,650
shares
|
$554,743
0.1% of portfolio
|
Q3 2025
Added 66.71%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
6,647
shares
|
$554,492
0.0% of portfolio
|
Q3 2025
Reduced 95.25%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
6,639
shares
|
$553,825
0.33% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
6,638
shares
|
$553,741
0.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
6,625
shares
|
$552,657
0.14% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
6,623
shares
|
$552,490
0.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
6,613
shares
|
$551,656
0.15% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
6,605
shares
|
$550,989
0.05% of portfolio
|
Q3 2025
Added 37.72%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
6,603
shares
|
$550,822
0.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
6,600
shares
|
$550,572
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
6,584
shares
|
$549,237
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
6,576
shares
|
$548,569
0.41% of portfolio
|
Q4 2025
Added 14.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,559
shares
|
$547,151
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
6,526
shares
|
$544,398
0.02% of portfolio
|
Q3 2025
Reduced 91.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,520
shares
|
$543,898
0.11% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
6,492
shares
|
$541,562
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
6,478
shares
|
$540,394
0.08% of portfolio
|
Q3 2025
Added 49.4%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$540,061
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,472
shares
|
$539,894
0.1% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,461
shares
|
$538,976
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
6,458
shares
|
$538,726
0.1% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
6,453
shares
|
$538,309
0.23% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
6,449
shares
|
$537,975
0.32% of portfolio
|
Q3 2025
Reduced 9.91%
|
|