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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,720
shares
|
$226,902
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
2,708
shares
|
$225,901
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
2,704
shares
|
$225,567
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
2,703
shares
|
$225,484
0.09% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,701
shares
|
$225,317
0.3% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.0% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$225,234
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
2,699
shares
|
$225,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
2,698
shares
|
$225,067
0.04% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
2,698
shares
|
$225,067
0.09% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
2,692
shares
|
$224,566
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
2,688
shares
|
$224,232
0.13% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,687
shares
|
$224,149
0.15% of portfolio
|
Q4 2025
Reduced 12.56%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,685
shares
|
$223,982
0.04% of portfolio
|
Q4 2025
Added 5.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
2,679
shares
|
$223,482
0.05% of portfolio
|
Q4 2025
Added 2.37%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,677
shares
|
$223,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
2,674
shares
|
$223,065
0.05% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
2,664
shares
|
$222,230
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,661
shares
|
$221,980
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
2,658
shares
|
$221,730
0.14% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,658
shares
|
$221,730
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
2,650
shares
|
$221,063
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
2,650
shares
|
$221,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,644
shares
|
$220,562
0.05% of portfolio
|
Q2 2025
New holding
|
|