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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
25,965
shares
|
$2.17 Million
0.87% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
25,720
shares
|
$2.15 Million
1.09% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
25,701
shares
|
$2.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,688
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
25,653
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,608
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
25,558
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jan 26, 2026 Q4 2025 |
25,437
shares
|
$2.12 Million
1.14% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
25,371
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
25,241
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 144.28%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
25,073
shares
|
$2.09 Million
0.34% of portfolio
|
Q3 2025
Added 147.05%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
25,000
shares
|
$2.09 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
24,954
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
24,912
shares
|
$2.08 Million
1.43% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
24,903
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2025
Added 241.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,885
shares
|
$2.08 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
24,880
shares
|
$2.08 Million
0.2% of portfolio
|
Q4 2025
Added 12.76%
|
|
|
Wright Investors Service Inc
|
Jan 26, 2026 Q4 2025 |
24,790
shares
|
$2.07 Million
0.66% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
24,786
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
24,750
shares
|
$2.06 Million
0.42% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
24,591
shares
|
$2.05 Million
0.27% of portfolio
|
Q4 2025
Added 12.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
24,541
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
24,410
shares
|
$2.04 Million
0.92% of portfolio
|
Q3 2025
Added 3.77%
|
|