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 |
|---|---|---|---|---|---|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,638
shares
|
$220,061
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,636
shares
|
$219,895
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
2,635
shares
|
$219,811
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
2,633
shares
|
$219,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
2,621
shares
|
$218,643
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
2,611
shares
|
$217,809
0.02% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,596
shares
|
$216,558
0.08% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
2,596
shares
|
$216,558
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
2,585
shares
|
$215,640
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
2,584
shares
|
$215,557
0.02% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
2,572
shares
|
$214,556
0.09% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
2,563
shares
|
$213,805
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
2,562
shares
|
$213,722
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
2,558
shares
|
$213,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
2,557
shares
|
$213,304
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,556
shares
|
$213,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,556
shares
|
$213,221
0.07% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
2,550
shares
|
$212,721
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,550
shares
|
$212,721
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,547
shares
|
$212,470
0.05% of portfolio
|
Q3 2025
Reduced 25.53%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
2,547
shares
|
$212,470
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
2,544
shares
|
$212,220
0.03% of portfolio
|
Q3 2025
Reduced 71.12%
|
|
|
M. Kraus & CO
|
Jan 21, 2026 Q4 2025 |
2,539
shares
|
$211,803
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
2,539
shares
|
$211,803
0.08% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
2,535
shares
|
$211,469
0.02% of portfolio
|
Q3 2025
New holding
|
|