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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
7,045
shares
|
$587,693
0.08% of portfolio
|
Q4 2025
Added 86.18%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
7,031
shares
|
$586,526
0.06% of portfolio
|
Q4 2025
Added 9.57%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,026
shares
|
$586,108
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
7,023
shares
|
$585,858
0.12% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
7,023
shares
|
$585,858
0.18% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
7,004
shares
|
$584,273
0.27% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
7,000
shares
|
$583,940
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
6,991
shares
|
$583,189
0.08% of portfolio
|
Q4 2025
Added 28.61%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,987
shares
|
$582,855
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
6,970
shares
|
$581,437
0.05% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,954
shares
|
$580,102
0.04% of portfolio
|
Q3 2025
Reduced 58.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
6,933
shares
|
$578,350
0.07% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,930
shares
|
$578,100
0.07% of portfolio
|
Q4 2021
Reduced 2.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
6,930
shares
|
$578,100
0.03% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
6,919
shares
|
$577,182
0.06% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
6,919
shares
|
$577,182
0.05% of portfolio
|
Q3 2025
Added 51.6%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
6,913
shares
|
$576,682
0.03% of portfolio
|
Q4 2025
Reduced 5.41%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,904
shares
|
$575,931
0.05% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Summa Corp.
Tomball, TX |
Jan 21, 2026 Q4 2025 |
6,835
shares
|
$570,175
0.27% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,824
shares
|
$569,258
0.04% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,796
shares
|
$566,922
0.07% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
6,785
shares
|
$566,004
0.11% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 22, 2026 Q4 2025 |
6,783
shares
|
$565,837
0.66% of portfolio
|
Q4 2025
Reduced 33.97%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
6,750
shares
|
$563,085
0.13% of portfolio
|
Q4 2025
Reduced 21.97%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
6,747
shares
|
$562,834
0.09% of portfolio
|
Q3 2023
New holding
|
|