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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
10,417
shares
|
$868,986
0.04% of portfolio
|
Q3 2025
Added 178.98%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
10,370
shares
|
$865,065
0.16% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
10,362
shares
|
$864,398
0.01% of portfolio
|
Q3 2025
Added 1618.41%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,344
shares
|
$862,896
0.1% of portfolio
|
Q4 2025
Added 75.68%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,330
shares
|
$861,728
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
10,295
shares
|
$858,808
0.36% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
10,293
shares
|
$858,642
0.11% of portfolio
|
Q4 2025
Added 3.31%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
10,250
shares
|
$855,055
0.48% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
10,247
shares
|
$854,804
0.16% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
10,241
shares
|
$854,304
0.07% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
10,237
shares
|
$853,970
0.14% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,199
shares
|
$850,800
0.17% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Jan 20, 2026 Q4 2025 |
10,189
shares
|
$849,966
0.03% of portfolio
|
Q4 2025
Reduced 5.56%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
10,183
shares
|
$849,465
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
10,175
shares
|
$848,798
0.23% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,157
shares
|
$847,296
0.54% of portfolio
|
Q1 2022
Reduced 2.87%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
10,149
shares
|
$846,629
0.01% of portfolio
|
Q3 2025
Reduced 55.58%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,133
shares
|
$845,294
0.27% of portfolio
|
Q4 2023
Added 11.71%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
10,126
shares
|
$844,710
0.15% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
10,092
shares
|
$841,874
0.08% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
10,070
shares
|
$840,039
0.16% of portfolio
|
Q2 2025
Added 50.97%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
10,070
shares
|
$840,039
0.11% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
10,057
shares
|
$838,954
0.58% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
10,052
shares
|
$838,537
0.78% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
10,024
shares
|
$836,202
0.48% of portfolio
|
Q3 2025
Added 6.07%
|
|