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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
2,831
shares
|
$236,162
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,830
shares
|
$236,078
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,817
shares
|
$234,994
0.09% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
2,811
shares
|
$234,493
0.04% of portfolio
|
Q4 2025
Reduced 30.16%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,801
shares
|
$233,659
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,800
shares
|
$233,576
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
2,800
shares
|
$233,576
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
2,793
shares
|
$232,992
0.02% of portfolio
|
Q4 2025
Reduced 3.46%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
2,792
shares
|
$232,908
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 23, 2026 Q4 2025 |
2,786
shares
|
$232,408
0.11% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
2,784
shares
|
$232,241
0.04% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$232,241
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
2,783
shares
|
$232,157
0.05% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
2,782
shares
|
$232,074
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,776
shares
|
$231,573
0.1% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
2,776
shares
|
$231,573
0.08% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
2,774
shares
|
$231,407
0.09% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,769
shares
|
$230,989
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
2,761
shares
|
$230,322
0.01% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
2,755
shares
|
$229,822
0.02% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,750
shares
|
$229,405
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
2,746
shares
|
$229,071
0.06% of portfolio
|
Q3 2025
Reduced 49.48%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,740
shares
|
$228,570
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
2,731
shares
|
$227,820
0.17% of portfolio
|
Q4 2025
Reduced 9.9%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$226,985
0.05% of portfolio
|
Q3 2025
Reduced 9.93%
|
|