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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,884
shares
|
$407,423
0.04% of portfolio
|
Q2 2024
Reduced 34.02%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
4,880
shares
|
$407,089
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,872
shares
|
$406,422
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,856
shares
|
$405,087
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
4,850
shares
|
$404,587
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$404,336
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$404,336
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4,845
shares
|
$404,169
0.15% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
4,839
shares
|
$403,669
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
4,831
shares
|
$403,002
0.05% of portfolio
|
Q3 2025
Added 77.48%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
4,827
shares
|
$402,668
0.1% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,826
shares
|
$402,584
0.02% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,812
shares
|
$401,417
0.05% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$401,250
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
4,807
shares
|
$400,999
0.33% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
4,800
shares
|
$400,416
0.01% of portfolio
|
Q4 2025
Added 78.11%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
4,800
shares
|
$400,416
0.21% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
4,793
shares
|
$399,832
0.05% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
4,779
shares
|
$398,664
0.21% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$398,247
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,771
shares
|
$397,996
0.11% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
4,763
shares
|
$397,329
0.07% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
4,763
shares
|
$397,329
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
4,757
shares
|
$396,828
0.07% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,756
shares
|
$396,745
0.11% of portfolio
|
Q4 2025
New holding
|
|