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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2025 Q3 2025 |
4,117
shares
|
$343,440
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
4,117
shares
|
$343,440
0.33% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
4,100
shares
|
$342,022
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
4,100
shares
|
$342,022
0.21% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,097
shares
|
$341,771
0.07% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,089
shares
|
$341,104
0.04% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
4,076
shares
|
$340,019
0.03% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
4,074
shares
|
$339,853
0.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
4,069
shares
|
$339,435
0.06% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
4,068
shares
|
$339,352
0.01% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
4,057
shares
|
$338,434
0.13% of portfolio
|
Q2 2025
Reduced 40.88%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
4,050
shares
|
$337,851
0.09% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,047
shares
|
$337,600
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
4,045
shares
|
$337,433
0.02% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,044
shares
|
$337,350
0.04% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$336,933
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
4,038
shares
|
$336,849
0.0% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
4,036
shares
|
$336,683
0.09% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
4,034
shares
|
$336,516
0.1% of portfolio
|
Q4 2025
Added 31.57%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
4,026
shares
|
$335,848
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,025
shares
|
$335,765
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,024
shares
|
$335,682
0.07% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
James Hambro & Partners
|
Jan 15, 2026 Q4 2025 |
4,019
shares
|
$335,264
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,017
shares
|
$335,098
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|