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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$1.25 Million
0.6% of portfolio
|
Q1 2023
Reduced 64.7%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
14,981
shares
|
$1.25 Million
0.29% of portfolio
|
Q4 2025
Reduced 8.74%
|
|
|
Quilter PLC
|
Jan 21, 2026 Q4 2025 |
14,978
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
14,969
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Thomasville National Bank
|
Jan 26, 2026 Q4 2025 |
14,940
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
14,932
shares
|
$1.25 Million
0.32% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
14,893
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,866
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
14,853
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
14,841
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Lipe & Dalton
|
Jan 26, 2026 Q4 2025 |
14,838
shares
|
$1.24 Million
0.68% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,822
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,818
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
14,776
shares
|
$1.23 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
14,761
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2023
Reduced 4.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
14,740
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
14,720
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,700
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
14,632
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2025
Reduced 12.56%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
14,625
shares
|
$1.22 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
14,620
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,578
shares
|
$1.22 Million
0.27% of portfolio
|
Q4 2024
Reduced 62.7%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
14,570
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
14,534
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,517
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|