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 |
|---|---|---|---|---|---|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
6,434
shares
|
$536,724
0.41% of portfolio
|
Q4 2025
Added 6.68%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
6,431
shares
|
$536,474
0.01% of portfolio
|
Q4 2025
Added 22.45%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
6,425
shares
|
$535,973
0.06% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
6,415
shares
|
$535,139
0.26% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
6,400
shares
|
$533,888
0.15% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$533,888
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
6,393
shares
|
$533,304
0.52% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
6,375
shares
|
$531,802
0.31% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
6,371
shares
|
$531,468
0.33% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
6,370
shares
|
$531,385
0.35% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
6,362
shares
|
$530,718
0.06% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
6,360
shares
|
$530,551
0.17% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$529,466
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
6,346
shares
|
$529,383
0.06% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,345
shares
|
$529,299
0.03% of portfolio
|
Q4 2025
Reduced 20.48%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
6,340
shares
|
$528,882
0.2% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,333
shares
|
$528,298
0.08% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
6,330
shares
|
$528,048
0.36% of portfolio
|
Q3 2025
Reduced 83.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
6,326
shares
|
$527,714
0.09% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,322
shares
|
$527,381
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
6,317
shares
|
$526,964
0.23% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
6,309
shares
|
$526,296
0.41% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
6,307
shares
|
$526,129
0.24% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
6,302
shares
|
$525,712
0.28% of portfolio
|
Q3 2025
Added 31.24%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
6,298
shares
|
$525,379
0.18% of portfolio
|
Q3 2025
Added 1.71%
|
|