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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,472
shares
|
$539,894
0.1% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
6,462
shares
|
$539,060
0.37% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,461
shares
|
$538,976
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
6,458
shares
|
$538,726
0.1% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
6,453
shares
|
$538,309
0.23% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
6,449
shares
|
$537,975
0.32% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
6,434
shares
|
$536,724
0.41% of portfolio
|
Q4 2025
Added 6.68%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
6,431
shares
|
$536,474
0.01% of portfolio
|
Q4 2025
Added 22.45%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
6,425
shares
|
$535,973
0.06% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
6,417
shares
|
$535,306
0.25% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
6,415
shares
|
$535,139
0.26% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
6,400
shares
|
$533,888
0.15% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$533,888
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
6,393
shares
|
$533,304
0.52% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
6,375
shares
|
$531,802
0.31% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
6,370
shares
|
$531,385
0.35% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
6,360
shares
|
$530,551
0.17% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,352
shares
|
$529,883
0.06% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$529,466
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
6,346
shares
|
$529,383
0.06% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,345
shares
|
$529,299
0.03% of portfolio
|
Q4 2025
Reduced 20.48%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
6,340
shares
|
$528,882
0.2% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
6,330
shares
|
$528,048
0.36% of portfolio
|
Q3 2025
Reduced 83.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
6,326
shares
|
$527,714
0.09% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
6,325
shares
|
$527,631
0.44% of portfolio
|
Q4 2025
Added 0.25%
|
|