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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
47,851
shares
|
$3.99 Million
0.52% of portfolio
|
Q1 2024
Added 30.09%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
47,840
shares
|
$3.99 Million
0.91% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,788
shares
|
$3.99 Million
0.27% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
47,737
shares
|
$3.98 Million
0.13% of portfolio
|
Q4 2022
Reduced 5.1%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
47,500
shares
|
$3.96 Million
3.22% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
47,448
shares
|
$3.96 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
47,285
shares
|
$3.94 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
47,281
shares
|
$3.94 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Regions Financial Corp
|
Jan 27, 2026 Q4 2025 |
47,110
shares
|
$3.93 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
47,040
shares
|
$3.92 Million
0.15% of portfolio
|
Q4 2025
Reduced 9.44%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
47,030
shares
|
$3.92 Million
2.7% of portfolio
|
Q3 2025
Added 43.73%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
46,994
shares
|
$3.92 Million
0.05% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
46,984
shares
|
$3.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 46.41%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
46,915
shares
|
$3.91 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
46,858
shares
|
$3.91 Million
0.1% of portfolio
|
Q3 2025
Reduced 28.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
46,679
shares
|
$3.89 Million
0.38% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
46,631
shares
|
$3.89 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
46,507
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
46,436
shares
|
$3.87 Million
0.03% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
46,369
shares
|
$3.87 Million
0.11% of portfolio
|
Q3 2025
Added 24.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
46,301
shares
|
$3.86 Million
0.28% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
46,216
shares
|
$3.86 Million
0.26% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,138
shares
|
$3.85 Million
0.46% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
46,024
shares
|
$3.84 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
45,970
shares
|
$3.83 Million
1.25% of portfolio
|
Q2 2021
Added 48.43%
|
|