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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
2,263
shares
|
$188,779
0.01% of portfolio
|
Q4 2025
Reduced 16.83%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
2,254
shares
|
$188,028
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
2,233
shares
|
$186,276
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
2,231
shares
|
$186,110
0.03% of portfolio
|
Q4 2025
Reduced 4.54%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
2,220
shares
|
$185,192
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Jan 21, 2026 Q4 2025 |
2,216
shares
|
$184,858
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
2,213
shares
|
$184,608
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,200
shares
|
$183,524
0.08% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Forefront Wealth Management Inc.
|
Jan 23, 2026 Q4 2025 |
2,199
shares
|
$183,440
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
2,184
shares
|
$182,189
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
2,179
shares
|
$181,772
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,167
shares
|
$180,771
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 21, 2026 Q4 2025 |
2,163
shares
|
$180,437
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
2,163
shares
|
$180,437
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 23, 2026 Q4 2025 |
2,163
shares
|
$180,437
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
2,150
shares
|
$179,353
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$178,935
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$171,011
0.03% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
2,047
shares
|
$170,760
0.02% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$170,260
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
2,037
shares
|
$169,926
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
2,036
shares
|
$169,843
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
2,035
shares
|
$169,759
0.02% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,029
shares
|
$169,259
0.34% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,026
shares
|
$169,008
0.02% of portfolio
|
Q3 2025
Added 7.88%
|
|