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 3,135 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 $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
51,511
shares
|
$4.3 Million
0.47% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
51,480
shares
|
$4.29 Million
0.07% of portfolio
|
Q3 2025
Added 32.23%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
51,277
shares
|
$4.28 Million
0.19% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
51,200
shares
|
$4.27 Million
1.36% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
51,198
shares
|
$4.27 Million
0.49% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
50,770
shares
|
$4.24 Million
0.06% of portfolio
|
Q4 2025
Reduced 22.92%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$4.22 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$4.2 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
50,270
shares
|
$4.19 Million
0.46% of portfolio
|
Q4 2025
Reduced 7.53%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
50,022
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.19%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
49,919
shares
|
$4.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jan 27, 2026 Q4 2025 |
49,625
shares
|
$4.14 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,605
shares
|
$4.14 Million
0.03% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,568
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
49,533
shares
|
$4.13 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Pavion Blue Capital, LLC
|
Jan 27, 2026 Q4 2025 |
49,285
shares
|
$4.11 Million
1.79% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
49,167
shares
|
$4.1 Million
0.05% of portfolio
|
Q4 2025
Added 5.5%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
49,163
shares
|
$4.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
48,906
shares
|
$4.08 Million
0.78% of portfolio
|
Q4 2025
Added 8.49%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
48,469
shares
|
$4.04 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
48,355
shares
|
$4.03 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
48,267
shares
|
$4.03 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
48,119
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
47,896
shares
|
$4 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
47,869
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.96%
|
|