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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
3,073
shares
|
$256,349
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
3,073
shares
|
$256,349
0.19% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
3,072
shares
|
$256,266
0.1% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,070
shares
|
$256,099
0.02% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
3,065
shares
|
$255,682
0.18% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
3,059
shares
|
$255,181
0.02% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
3,058
shares
|
$255,098
0.04% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
3,050
shares
|
$254,431
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
3,046
shares
|
$254,097
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
3,045
shares
|
$254,013
0.02% of portfolio
|
Q3 2025
Added 295.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,041
shares
|
$253,680
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,040
shares
|
$253,596
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,039
shares
|
$253,513
0.11% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
3,031
shares
|
$252,846
0.17% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
3,024
shares
|
$252,262
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
3,020
shares
|
$251,928
0.08% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
3,020
shares
|
$251,928
0.26% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
3,015
shares
|
$251,511
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
3,014
shares
|
$251,427
0.13% of portfolio
|
Q4 2025
Added 26.06%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
3,014
shares
|
$251,427
0.07% of portfolio
|
Q4 2025
Reduced 34.51%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
3,014
shares
|
$251,427
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
3,014
shares
|
$251,427
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,010
shares
|
$251,094
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
3,003
shares
|
$250,510
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,003
shares
|
$250,510
0.05% of portfolio
|
Q1 2025
New holding
|
|