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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
2,425
shares
|
$202,293
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
2,422
shares
|
$202,043
0.01% of portfolio
|
Q4 2025
Reduced 24.08%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,422
shares
|
$202,043
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
2,418
shares
|
$201,709
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
2,413
shares
|
$201,292
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
2,411
shares
|
$201,125
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
2,411
shares
|
$201,125
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$201,042
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,407
shares
|
$200,791
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,391
shares
|
$199,457
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,391
shares
|
$199,457
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,390
shares
|
$199,373
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,386
shares
|
$199,040
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
2,385
shares
|
$198,956
0.15% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,382
shares
|
$198,706
0.05% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
2,380
shares
|
$198,539
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
2,370
shares
|
$197,705
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
2,355
shares
|
$196,454
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,346
shares
|
$195,703
0.01% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,341
shares
|
$195,286
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
2,333
shares
|
$194,618
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
2,300
shares
|
$191,866
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,295
shares
|
$191,448
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,268
shares
|
$189,196
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,267
shares
|
$189,113
0.02% of portfolio
|
Q4 2024
Reduced 41.13%
|
|