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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,012
shares
|
$418,101
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,006
shares
|
$417,600
0.06% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$417,100
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ruffer LLP
|
Nov 03, 2025 Q3 2025 |
5,000
shares
|
$417,100
0.03% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
5,000
shares
|
$417,100
0.68% of portfolio
|
Q3 2025
Reduced 46.12%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,998
shares
|
$416,933
0.3% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
4,997
shares
|
$416,849
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
4,957
shares
|
$413,512
0.15% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
4,950
shares
|
$412,929
0.03% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
4,950
shares
|
$412,929
0.05% of portfolio
|
Q3 2025
Added 89.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,948
shares
|
$412,762
0.14% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
4,947
shares
|
$412,678
0.05% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,932
shares
|
$411,427
0.24% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
4,927
shares
|
$411,010
0.02% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,924
shares
|
$410,760
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,920
shares
|
$410,426
0.18% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
4,916
shares
|
$410,092
0.02% of portfolio
|
Q3 2025
Added 72.25%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,904
shares
|
$409,091
0.01% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
4,903
shares
|
$409,008
0.23% of portfolio
|
Q4 2025
Added 7.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,900
shares
|
$408,758
0.05% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,899
shares
|
$408,674
0.04% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
4,898
shares
|
$408,591
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
4,895
shares
|
$408,340
0.16% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
4,894
shares
|
$408,257
0.25% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Brewster Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
4,893
shares
|
$408,174
0.25% of portfolio
|
Q4 2025
Added 0.45%
|
|