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 |
|---|---|---|---|---|---|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
4,014
shares
|
$334,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,008
shares
|
$334,347
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
4,003
shares
|
$333,930
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
4,000
shares
|
$333,680
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$333,680
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
3,984
shares
|
$332,345
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$331,511
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,974
shares
|
$331,511
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
3,971
shares
|
$331,260
0.3% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
3,969
shares
|
$331,093
0.01% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
3,964
shares
|
$330,676
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
3,959
shares
|
$330,259
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,958
shares
|
$330,176
0.04% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$329,842
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
3,949
shares
|
$329,425
0.35% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,949
shares
|
$329,425
0.29% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,947
shares
|
$329,258
0.05% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$328,841
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
3,942
shares
|
$328,841
0.04% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,916
shares
|
$326,672
0.36% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,909
shares
|
$326,088
0.01% of portfolio
|
Q3 2025
Added 24.37%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
3,906
shares
|
$325,838
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3,895
shares
|
$324,920
0.05% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
3,888
shares
|
$324,336
0.22% of portfolio
|
Q4 2025
Added 30.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,886
shares
|
$324,170
0.03% of portfolio
|
Q3 2025
Reduced 11.86%
|
|