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 |
|---|---|---|---|---|---|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
18,980
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Reduced 48.77%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,974
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
18,909
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.81%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
18,853
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,843
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2022
Reduced 19.09%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
18,804
shares
|
$1.57 Million
0.53% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
18,781
shares
|
$1.57 Million
1.19% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
18,719
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
18,669
shares
|
$1.56 Million
0.66% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
18,632
shares
|
$1.55 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
18,510
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
18,358
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
18,333
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
18,263
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
18,232
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
18,225
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2025
Reduced 60.99%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
18,170
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
18,162
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
18,142
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
18,123
shares
|
$1.51 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
18,105
shares
|
$1.51 Million
0.7% of portfolio
|
Q4 2025
Added 25.25%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2026 Q4 2025 |
18,095
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
18,078
shares
|
$1.51 Million
0.42% of portfolio
|
Q4 2025
Reduced 7.77%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
18,054
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
18,020
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2025
Reduced 1.64%
|
|