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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,310
shares
|
$442,960
0.18% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
5,300
shares
|
$442,126
0.0% of portfolio
|
Q3 2025
Added 55.88%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,300
shares
|
$442,126
0.06% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
5,288
shares
|
$441,124
0.04% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
5,250
shares
|
$437,955
0.14% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
5,249
shares
|
$437,871
0.01% of portfolio
|
Q4 2025
Reduced 59.43%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
5,241
shares
|
$437,204
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
5,210
shares
|
$434,618
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,209
shares
|
$434,534
0.24% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
5,193
shares
|
$433,200
0.21% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,189
shares
|
$432,866
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,186
shares
|
$432,616
0.02% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
5,182
shares
|
$432,282
0.05% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,165
shares
|
$430,864
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
5,165
shares
|
$430,864
0.07% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
5,165
shares
|
$430,864
0.04% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
5,165
shares
|
$430,864
0.19% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
5,163
shares
|
$430,697
0.03% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
5,160
shares
|
$430,447
0.22% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
5,158
shares
|
$430,280
0.05% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,154
shares
|
$429,946
0.03% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,154
shares
|
$429,946
0.01% of portfolio
|
Q3 2025
Added 61.62%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,153
shares
|
$429,863
0.03% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
5,148
shares
|
$429,446
0.07% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
5,136
shares
|
$428,445
0.28% of portfolio
|
Q4 2025
Added 31.09%
|
|