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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
3,756
shares
|
$313,325
0.1% of portfolio
|
Q4 2025
Added 50.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,755
shares
|
$313,242
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
3,749
shares
|
$312,741
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,744
shares
|
$312,324
0.04% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
3,733
shares
|
$311,406
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
3,731
shares
|
$311,240
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$311,156
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
3,726
shares
|
$310,822
0.1% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
3,718
shares
|
$310,155
0.17% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,718
shares
|
$310,155
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
3,715
shares
|
$309,905
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$308,654
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,686
shares
|
$307,486
0.22% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,682
shares
|
$307,152
0.01% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
3,677
shares
|
$306,735
0.16% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
3,672
shares
|
$306,318
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
3,669
shares
|
$306,067
0.13% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,667
shares
|
$305,901
0.09% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
3,662
shares
|
$305,484
0.04% of portfolio
|
Q4 2025
Added 9.97%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
3,660
shares
|
$305,317
0.25% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
3,658
shares
|
$305,150
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
3,657
shares
|
$305,066
0.26% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,656
shares
|
$304,983
0.12% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,655
shares
|
$304,900
0.05% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
3,655
shares
|
$304,900
0.3% of portfolio
|
Q3 2025
Added 16.81%
|
|