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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,225
shares
|
$352,449
0.04% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
4,220
shares
|
$352,032
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
4,219
shares
|
$351,948
0.14% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
4,215
shares
|
$351,615
0.09% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,211
shares
|
$351,281
0.01% of portfolio
|
Q3 2025
Added 37.12%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
4,208
shares
|
$351,031
0.02% of portfolio
|
Q2 2021
Added 11.54%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
4,203
shares
|
$350,614
0.1% of portfolio
|
Q4 2025
Added 6.22%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
4,202
shares
|
$350,530
0.28% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
4,200
shares
|
$350,364
0.07% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,185
shares
|
$349,112
0.14% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,184
shares
|
$349,029
0.02% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
4,181
shares
|
$348,779
0.24% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,179
shares
|
$348,612
0.25% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,177
shares
|
$348,445
0.01% of portfolio
|
Q4 2023
Reduced 19.19%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,174
shares
|
$348,195
0.04% of portfolio
|
Q3 2025
Added 20.74%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
4,168
shares
|
$347,694
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,166
shares
|
$347,527
0.13% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,165
shares
|
$347,444
0.02% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,159
shares
|
$346,943
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,155
shares
|
$346,610
0.04% of portfolio
|
Q1 2024
Reduced 13.53%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,154
shares
|
$346,526
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,148
shares
|
$346,026
0.1% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
4,147
shares
|
$345,942
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
4,134
shares
|
$344,858
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,128
shares
|
$344,357
0.06% of portfolio
|
Q3 2025
Reduced 0.77%
|
|