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 3,128 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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
12,837
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,833
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
12,830
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
12,804
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,797
shares
|
$1.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
12,786
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
12,771
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
12,749
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2025
Added 4.64%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
12,747
shares
|
$1.06 Million
0.65% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
12,726
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
12,722
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
12,714
shares
|
$1.06 Million
0.17% of portfolio
|
Q4 2025
Added 100.76%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
12,701
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
12,657
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
12,628
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
12,613
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
12,607
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,606
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,555
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
12,538
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
12,531
shares
|
$1.05 Million
0.52% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
12,523
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
12,502
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 58.43%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
12,482
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,457
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 87.05%
|
|