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 |
|---|---|---|---|---|---|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,327
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
20,307
shares
|
$1.69 Million
0.25% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
20,273
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
20,226
shares
|
$1.69 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 21, 2026 Q4 2025 |
20,141
shares
|
$1.68 Million
0.77% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,007
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
19,981
shares
|
$1.67 Million
0.6% of portfolio
|
Q2 2025
Added 84.39%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
19,963
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
19,847
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
19,834
shares
|
$1.65 Million
0.64% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
19,825
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
19,641
shares
|
$1.64 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
19,624
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
19,542
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
19,523
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
19,503
shares
|
$1.63 Million
0.47% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
19,286
shares
|
$1.61 Million
0.66% of portfolio
|
Q4 2025
Reduced 6.09%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
19,268
shares
|
$1.61 Million
0.52% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
19,207
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,207
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,199
shares
|
$1.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
19,183
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
19,127
shares
|
$1.6 Million
0.6% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,108
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|