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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 26, 2026 Q4 2025 |
27,574
shares
|
$2.3 Million
0.93% of portfolio
|
Q4 2025
Reduced 9.68%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
27,509
shares
|
$2.29 Million
2.58% of portfolio
|
Q4 2025
Reduced 4.03%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
27,491
shares
|
$2.29 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,405
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
27,376
shares
|
$2.28 Million
0.65% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
27,365
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 83.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
27,275
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 82.47%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
27,262
shares
|
$2.27 Million
0.67% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
27,200
shares
|
$2.27 Million
0.82% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
27,129
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2025
Added 9.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
26,969
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
26,939
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
26,886
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
26,861
shares
|
$2.24 Million
1.02% of portfolio
|
Q3 2025
Added 54.19%
|
|
|
Pictet Bank & Trust LTD
|
Jan 16, 2026 Q4 2025 |
26,765
shares
|
$2.23 Million
2.99% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
26,611
shares
|
$2.22 Million
0.38% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
26,410
shares
|
$2.2 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
26,310
shares
|
$2.19 Million
0.17% of portfolio
|
Q3 2025
Added 62.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
26,284
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2025
Added 243.31%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
26,246
shares
|
$2.19 Million
0.38% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
26,073
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Added 27.01%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
26,054
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
25,981
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
25,971
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 32.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,966
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|