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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
45,739
shares
|
$3.82 Million
0.09% of portfolio
|
Q3 2025
Added 33.68%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
45,627
shares
|
$3.81 Million
0.24% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
45,340
shares
|
$3.78 Million
0.3% of portfolio
|
Q4 2025
Reduced 3.47%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
45,267
shares
|
$3.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
45,110
shares
|
$3.76 Million
1.31% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
44,711
shares
|
$3.73 Million
0.05% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Shayne & Co., LLC
|
Jan 27, 2026 Q4 2025 |
44,705
shares
|
$3.73 Million
1.19% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
44,636
shares
|
$3.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
44,398
shares
|
$3.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
44,386
shares
|
$3.7 Million
0.18% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
44,285
shares
|
$3.69 Million
0.07% of portfolio
|
Q4 2025
Added 20.27%
|
|
|
Smith, Salley & Associates
|
Jan 27, 2026 Q4 2025 |
44,278
shares
|
$3.69 Million
0.2% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
44,271
shares
|
$3.69 Million
0.04% of portfolio
|
Q3 2025
Added 93.29%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
44,235
shares
|
$3.69 Million
0.86% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
44,102
shares
|
$3.68 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
44,000
shares
|
$3.67 Million
0.29% of portfolio
|
Q4 2025
Added 7.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
43,723
shares
|
$3.65 Million
0.05% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
43,673
shares
|
$3.64 Million
0.12% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
43,671
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
43,627
shares
|
$3.64 Million
2.85% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
43,622
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2025
Added 65.24%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
43,578
shares
|
$3.64 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
43,279
shares
|
$3.61 Million
0.21% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
42,916
shares
|
$3.58 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
42,836
shares
|
$3.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.42%
|
|