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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
16,705
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,695
shares
|
$1.39 Million
0.96% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
16,692
shares
|
$1.39 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
16,685
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 35.49%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
16,642
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
16,580
shares
|
$1.38 Million
0.41% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
16,549
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
16,483
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2025
Added 37.92%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
16,362
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
16,310
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,308
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
16,279
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
16,070
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
15,972
shares
|
$1.33 Million
0.41% of portfolio
|
Q4 2025
Reduced 11.58%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
15,960
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
15,920
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
15,897
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
15,862
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
15,733
shares
|
$1.31 Million
1.1% of portfolio
|
Q4 2022
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
15,710
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
15,698
shares
|
$1.31 Million
0.37% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,652
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
15,616
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
15,576
shares
|
$1.3 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,542
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2021
Reduced 3.81%
|
|