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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
2,530
shares
|
$211,052
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 20, 2026 Q4 2025 |
2,527
shares
|
$210,802
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,517
shares
|
$209,968
0.01% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
2,515
shares
|
$209,801
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$208,550
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$208,550
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,499
shares
|
$208,466
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
2,492
shares
|
$207,882
0.16% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,491
shares
|
$207,799
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
2,491
shares
|
$207,799
0.16% of portfolio
|
Q4 2025
Added 4.23%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
2,490
shares
|
$207,715
0.1% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
2,486
shares
|
$207,382
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
2,486
shares
|
$207,382
0.05% of portfolio
|
Q4 2025
Reduced 7.38%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,483
shares
|
$207,131
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,473
shares
|
$206,297
0.09% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,468
shares
|
$205,880
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,465
shares
|
$205,630
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
2,461
shares
|
$205,296
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
2,459
shares
|
$205,129
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,455
shares
|
$204,796
0.03% of portfolio
|
Q4 2025
Reduced 22.26%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
2,440
shares
|
$203,544
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
2,433
shares
|
$202,960
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,430
shares
|
$202,710
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,427
shares
|
$202,460
0.09% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
2,425
shares
|
$202,293
0.02% of portfolio
|
Q3 2025
New holding
|
|