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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
6,100
shares
|
$508,862
0.04% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
6,084
shares
|
$507,527
0.15% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
6,075
shares
|
$506,776
0.2% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,075
shares
|
$506,776
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,066
shares
|
$506,025
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
6,054
shares
|
$505,024
0.06% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
6,050
shares
|
$504,691
0.53% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,040
shares
|
$503,856
0.05% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6,039
shares
|
$503,773
0.17% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
6,029
shares
|
$502,939
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,025
shares
|
$502,605
0.06% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,023
shares
|
$502,438
0.01% of portfolio
|
Q4 2025
Added 18.01%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
6,023
shares
|
$502,438
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
6,013
shares
|
$501,604
0.05% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,991
shares
|
$499,769
0.21% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,985
shares
|
$499,268
0.02% of portfolio
|
Q4 2025
Added 10.12%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
5,985
shares
|
$499,268
0.37% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,975
shares
|
$498,434
0.03% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
5,948
shares
|
$496,182
0.33% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
5,947
shares
|
$496,098
0.25% of portfolio
|
Q4 2025
Reduced 4.98%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
5,928
shares
|
$494,513
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,926
shares
|
$494,346
0.06% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
5,914
shares
|
$493,345
0.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
5,900
shares
|
$492,178
0.12% of portfolio
|
Q4 2023
Reduced 71.77%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
5,890
shares
|
$491,343
0.1% of portfolio
|
Q2 2025
Added 98.65%
|
|