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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
4,718
shares
|
$393,575
0.16% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
4,697
shares
|
$391,823
0.21% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,675
shares
|
$389,988
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
4,673
shares
|
$389,821
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
4,670
shares
|
$389,571
0.06% of portfolio
|
Q4 2025
Reduced 6.0%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,668
shares
|
$389,404
0.01% of portfolio
|
Q3 2025
Reduced 90.01%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
4,642
shares
|
$387,235
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,638
shares
|
$386,901
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
4,631
shares
|
$386,318
0.07% of portfolio
|
Q3 2025
Added 38.61%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,622
shares
|
$385,567
0.06% of portfolio
|
Q3 2025
Added 46.68%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,619
shares
|
$385,316
0.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
4,600
shares
|
$383,732
0.06% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
4,593
shares
|
$383,148
0.13% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,582
shares
|
$382,230
0.11% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
4,560
shares
|
$380,395
0.24% of portfolio
|
Q4 2023
Reduced 52.1%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
4,559
shares
|
$380,311
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,556
shares
|
$380,061
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,542
shares
|
$378,893
0.1% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
4,538
shares
|
$378,559
0.11% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
4,526
shares
|
$377,558
0.02% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,515
shares
|
$376,641
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,514
shares
|
$376,557
0.18% of portfolio
|
Q4 2025
Added 2.45%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
4,511
shares
|
$376,307
0.08% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
4,509
shares
|
$376,140
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$375,390
0.23% of portfolio
|
Q2 2025
Reduced 4.26%
|
|