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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
29,101
shares
|
$2.43 Million
2.43% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
29,074
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2025
Added 53.45%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
28,982
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
28,981
shares
|
$2.42 Million
0.65% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
28,933
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
28,913
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
28,886
shares
|
$2.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
28,851
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
28,782
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
28,736
shares
|
$2.4 Million
0.07% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
28,694
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2025
Added 46.75%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
28,520
shares
|
$2.38 Million
0.55% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
28,516
shares
|
$2.38 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
28,458
shares
|
$2.37 Million
0.65% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
28,343
shares
|
$2.36 Million
0.72% of portfolio
|
Q4 2025
Added 12.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
28,337
shares
|
$2.36 Million
0.49% of portfolio
|
Q3 2025
Added 101.66%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
28,289
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
28,246
shares
|
$2.36 Million
0.09% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
28,178
shares
|
$2.35 Million
0.32% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
28,100
shares
|
$2.34 Million
0.51% of portfolio
|
Q3 2025
Reduced 79.55%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
28,082
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
28,036
shares
|
$2.34 Million
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,034
shares
|
$2.34 Million
0.37% of portfolio
|
Q3 2025
Added 142.55%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
27,995
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
27,700
shares
|
$2.31 Million
0.39% of portfolio
|
Q3 2025
Added 3.82%
|
|