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 |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
3,365
shares
|
$280,708
0.03% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
3,362
shares
|
$280,458
0.07% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,357
shares
|
$280,040
0.02% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
3,353
shares
|
$279,707
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,353
shares
|
$279,707
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
3,352
shares
|
$279,623
0.06% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
3,346
shares
|
$279,123
0.05% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$278,789
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
3,327
shares
|
$277,538
0.18% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
3,319
shares
|
$276,870
0.15% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,318
shares
|
$276,787
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
3,313
shares
|
$276,370
0.09% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
3,313
shares
|
$276,370
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
3,311
shares
|
$276,203
0.07% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,300
shares
|
$275,286
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,287
shares
|
$274,201
0.09% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,285
shares
|
$274,034
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
3,284
shares
|
$273,951
0.09% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3,278
shares
|
$273,450
0.09% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,277
shares
|
$273,367
0.0% of portfolio
|
Q3 2025
Reduced 79.13%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,275
shares
|
$273,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
3,273
shares
|
$273,033
0.17% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,268
shares
|
$272,616
0.04% of portfolio
|
Q4 2025
Added 16.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,265
shares
|
$272,366
0.04% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,264
shares
|
$272,282
0.02% of portfolio
|
Q4 2025
Reduced 2.91%
|
|