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 3,128 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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Cane Capital Partners, LLC
St Francisville, LA |
Jan 21, 2026 Q4 2025 |
3,011
shares
|
$251,177
0.11% 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
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
3,000
shares
|
$250,260
0.05% of portfolio
|
Q4 2025
Added 50.0%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$250,260
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
3,000
shares
|
$250,260
0.11% of portfolio
|
Q4 2025
Reduced 43.4%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
2,996
shares
|
$249,926
0.12% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,994
shares
|
$249,759
0.08% of portfolio
|
Q3 2025
Added 36.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,994
shares
|
$249,759
0.05% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,993
shares
|
$249,676
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
2,989
shares
|
$249,342
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,986
shares
|
$249,092
0.19% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
2,976
shares
|
$248,257
0.04% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,974
shares
|
$248,091
0.08% of portfolio
|
Q3 2025
Added 100.27%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
2,973
shares
|
$248,007
0.03% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
2,972
shares
|
$247,924
0.04% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,968
shares
|
$247,590
0.08% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,959
shares
|
$246,839
0.06% of portfolio
|
Q3 2025
Reduced 4.15%
|
|