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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
6,293
shares
|
$524,962
0.19% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
6,282
shares
|
$524,044
0.1% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,281
shares
|
$523,961
0.4% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
6,281
shares
|
$523,961
0.38% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
6,256
shares
|
$521,875
0.18% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
6,251
shares
|
$521,458
0.08% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
6,250
shares
|
$521,375
0.01% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
6,243
shares
|
$520,791
0.04% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
6,235
shares
|
$520,123
0.16% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
6,229
shares
|
$519,623
0.25% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
6,220
shares
|
$518,872
0.08% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,213
shares
|
$518,288
0.02% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,204
shares
|
$517,537
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
6,201
shares
|
$517,287
0.02% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,192
shares
|
$516,536
0.06% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
6,186
shares
|
$516,036
0.39% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
6,180
shares
|
$515,535
0.04% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
6,177
shares
|
$515,285
0.04% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
6,159
shares
|
$513,783
0.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
6,149
shares
|
$512,949
0.02% of portfolio
|
Q4 2025
Added 7.33%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
6,122
shares
|
$510,697
0.04% of portfolio
|
Q3 2025
Reduced 54.96%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
6,116
shares
|
$510,196
0.1% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,114
shares
|
$510,029
0.12% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,103
shares
|
$509,112
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,102
shares
|
$509,028
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|