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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$375,390
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
4,496
shares
|
$375,056
0.18% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
4,480
shares
|
$373,721
0.02% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
4,480
shares
|
$373,721
0.08% of portfolio
|
Q4 2025
Reduced 8.06%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
4,472
shares
|
$373,054
0.2% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
4,471
shares
|
$372,970
0.27% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
4,465
shares
|
$372,470
0.05% of portfolio
|
Q3 2025
Added 29.16%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
4,458
shares
|
$371,886
0.14% of portfolio
|
Q3 2025
Added 35.5%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
4,448
shares
|
$371,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
4,446
shares
|
$370,885
0.08% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
4,445
shares
|
$370,801
0.03% of portfolio
|
Q4 2025
Reduced 7.32%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,442
shares
|
$370,551
0.07% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,441
shares
|
$370,468
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,440
shares
|
$370,384
0.12% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
4,432
shares
|
$369,717
0.17% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
4,431
shares
|
$369,634
0.03% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
4,429
shares
|
$369,467
0.13% of portfolio
|
Q4 2025
Added 6.95%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
4,422
shares
|
$368,883
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
4,417
shares
|
$368,466
0.37% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
4,413
shares
|
$368,132
0.01% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
4,400
shares
|
$367,048
0.29% of portfolio
|
Q3 2025
Reduced 88.14%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$367,048
0.09% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
4,399
shares
|
$366,964
0.07% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
4,399
shares
|
$366,964
0.13% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
4,372
shares
|
$364,712
0.07% of portfolio
|
Q3 2025
Reduced 2.8%
|
|