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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
17,354
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2025
Added 98.88%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
17,337
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
17,287
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
17,282
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
17,215
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Added 22.89%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
17,207
shares
|
$1.44 Million
0.44% of portfolio
|
Q1 2025
Added 56.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
17,192
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
17,171
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2022
Added 74.15%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
17,165
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
17,151
shares
|
$1.43 Million
1.28% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
17,143
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2025
Added 4.24%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
17,112
shares
|
$1.43 Million
0.55% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
17,053
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 15, 2026 Q4 2025 |
17,045
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2025
Reduced 61.53%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
16,988
shares
|
$1.42 Million
0.94% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,983
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,983
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 75.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
16,889
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
16,864
shares
|
$1.41 Million
0.25% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
16,853
shares
|
$1.41 Million
0.46% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,811
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Added 65.45%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
16,795
shares
|
$1.4 Million
0.38% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
16,737
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,725
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
16,707
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.63%
|
|