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 |
|---|---|---|---|---|---|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
5,928
shares
|
$494,513
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,926
shares
|
$494,346
0.06% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
5,914
shares
|
$493,345
0.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
5,900
shares
|
$492,178
0.12% of portfolio
|
Q4 2023
Reduced 71.77%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
5,895
shares
|
$491,760
0.12% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
5,890
shares
|
$491,343
0.1% of portfolio
|
Q2 2025
Added 98.65%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
5,887
shares
|
$491,093
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,872
shares
|
$489,842
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,869
shares
|
$489,591
0.12% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,851
shares
|
$488,090
0.06% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,835
shares
|
$486,755
0.12% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
5,825
shares
|
$485,921
0.11% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
5,821
shares
|
$485,587
0.16% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
5,800
shares
|
$483,836
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,798
shares
|
$483,669
0.07% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
5,797
shares
|
$483,585
0.34% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
5,780
shares
|
$482,167
0.15% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5,780
shares
|
$482,167
0.18% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,775
shares
|
$481,750
0.24% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,759
shares
|
$480,415
0.04% of portfolio
|
Q2 2023
Added 63.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
5,753
shares
|
$479,915
0.01% of portfolio
|
Q3 2025
Reduced 93.53%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
5,744
shares
|
$479,164
0.24% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,737
shares
|
$478,580
0.06% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
5,730
shares
|
$477,996
0.19% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
5,722
shares
|
$477,329
0.22% of portfolio
|
Q4 2025
Added 0.35%
|
|