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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,154
shares
|
$429,946
0.01% of portfolio
|
Q3 2025
Added 61.62%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,153
shares
|
$429,863
0.03% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
5,148
shares
|
$429,446
0.07% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
5,136
shares
|
$428,445
0.28% of portfolio
|
Q4 2025
Added 31.09%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
5,132
shares
|
$428,111
0.16% of portfolio
|
Q4 2025
Added 8.38%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
5,129
shares
|
$427,861
0.08% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
5,125
shares
|
$427,527
0.17% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
5,122
shares
|
$427,277
0.5% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
5,105
shares
|
$425,859
0.32% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
5,103
shares
|
$425,692
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
5,101
shares
|
$425,525
0.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,100
shares
|
$425,442
0.17% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,093
shares
|
$424,858
0.03% of portfolio
|
Q3 2025
Reduced 44.22%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
5,093
shares
|
$424,858
0.19% of portfolio
|
Q3 2025
Added 82.35%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
5,088
shares
|
$424,440
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,087
shares
|
$424,357
0.03% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
5,079
shares
|
$423,690
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
5,063
shares
|
$422,355
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
5,052
shares
|
$421,437
0.21% of portfolio
|
Q4 2025
Reduced 19.58%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,046
shares
|
$420,937
1.11% of portfolio
|
Q3 2025
Reduced 77.62%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
5,029
shares
|
$419,519
0.04% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
5,024
shares
|
$419,102
0.06% of portfolio
|
Q4 2025
Added 8.7%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
5,023
shares
|
$419,018
0.06% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
5,018
shares
|
$418,601
0.16% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,016
shares
|
$418,434
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|