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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
5,714
shares
|
$476,661
0.05% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,714
shares
|
$476,661
0.06% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
5,700
shares
|
$475,494
0.03% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
5,699
shares
|
$475,410
0.26% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
5,695
shares
|
$475,076
0.04% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,691
shares
|
$474,743
0.05% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,683
shares
|
$474,075
0.05% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,678
shares
|
$473,658
0.1% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
5,674
shares
|
$473,325
0.03% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
5,659
shares
|
$472,073
0.03% of portfolio
|
Q3 2025
Added 79.37%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
5,642
shares
|
$470,655
0.1% of portfolio
|
Q3 2025
Reduced 54.54%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,633
shares
|
$469,904
0.01% of portfolio
|
Q3 2025
Reduced 69.21%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,630
shares
|
$469,654
0.54% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,626
shares
|
$469,320
0.03% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5,618
shares
|
$468,653
0.07% of portfolio
|
Q3 2025
Reduced 23.07%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
5,618
shares
|
$468,653
0.25% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
5,603
shares
|
$467,402
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,585
shares
|
$465,900
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
5,570
shares
|
$464,649
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
5,564
shares
|
$464,148
0.09% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
5,557
shares
|
$463,564
0.02% of portfolio
|
Q3 2025
Added 436.91%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,550
shares
|
$462,981
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
5,539
shares
|
$462,063
0.09% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
5,530
shares
|
$461,312
0.26% of portfolio
|
Q2 2024
Reduced 26.27%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,528
shares
|
$461,145
0.07% of portfolio
|
Q3 2025
Reduced 7.25%
|
|