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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,254
shares
|
$271,448
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
3,253
shares
|
$271,365
0.04% of portfolio
|
Q3 2025
Reduced 90.14%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
3,250
shares
|
$271,115
0.05% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,250
shares
|
$271,115
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
3,248
shares
|
$270,948
0.16% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
3,240
shares
|
$270,280
0.02% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,236
shares
|
$269,947
0.13% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
3,236
shares
|
$269,947
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,235
shares
|
$269,863
0.08% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
3,231
shares
|
$269,530
0.09% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
3,230
shares
|
$269,446
0.14% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
3,227
shares
|
$269,196
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,226
shares
|
$269,112
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,225
shares
|
$269,029
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
3,220
shares
|
$268,612
0.02% of portfolio
|
Q4 2025
Added 9.71%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,216
shares
|
$268,278
0.08% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,211
shares
|
$267,861
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
3,211
shares
|
$267,861
0.17% of portfolio
|
Q4 2025
Added 12.47%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,208
shares
|
$267,611
0.08% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
3,201
shares
|
$267,027
0.19% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
3,199
shares
|
$266,860
0.05% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
Nov 14, 2025 Q3 2025 |
3,198
shares
|
$266,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,190
shares
|
$266,109
0.02% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
3,187
shares
|
$265,859
0.06% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,184
shares
|
$265,609
0.01% of portfolio
|
Q3 2025
New holding
|
|