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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
2,024
shares
|
$168,842
0.06% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
2,003
shares
|
$167,090
0.02% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$166,840
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$166,840
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,937
shares
|
$161,584
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,913
shares
|
$159,582
0.03% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,909
shares
|
$159,248
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,906
shares
|
$158,998
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
1,810
shares
|
$150,990
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,809
shares
|
$150,906
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
1,793
shares
|
$149,572
0.03% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,788
shares
|
$149,154
0.05% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,785
shares
|
$148,904
0.01% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,782
shares
|
$148,654
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,773
shares
|
$147,903
0.01% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,754
shares
|
$146,318
0.04% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,753
shares
|
$146,235
0.16% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,738
shares
|
$144,983
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$144,983
0.13% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,733
shares
|
$144,566
0.06% of portfolio
|
Q3 2025
Reduced 70.38%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,732
shares
|
$144,483
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,729
shares
|
$144,233
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,716
shares
|
$143,148
0.03% of portfolio
|
Q3 2025
Reduced 27.47%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,699
shares
|
$141,730
0.01% of portfolio
|
Q4 2025
Reduced 44.2%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
1,698
shares
|
$141,647
0.01% of portfolio
|
Q4 2025
Added 34.98%
|
|