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 |
|---|---|---|---|---|---|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$367,048
0.09% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
4,399
shares
|
$366,964
0.07% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
4,399
shares
|
$366,964
0.13% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
4,372
shares
|
$364,712
0.07% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,364
shares
|
$364,044
0.08% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
4,353
shares
|
$363,127
0.04% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
4,339
shares
|
$361,959
0.12% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
4,334
shares
|
$361,542
0.17% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
4,334
shares
|
$361,542
0.04% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,325
shares
|
$360,791
0.13% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
4,321
shares
|
$360,457
0.08% of portfolio
|
Q4 2025
Reduced 10.56%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
4,317
shares
|
$360,124
0.12% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,307
shares
|
$359,289
0.02% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
4,307
shares
|
$359,289
0.04% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
4,295
shares
|
$358,288
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
4,294
shares
|
$358,205
0.12% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,292
shares
|
$358,038
0.03% of portfolio
|
Q3 2025
Added 49.97%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
4,288
shares
|
$357,704
0.16% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
4,283
shares
|
$357,287
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
4,276
shares
|
$356,703
0.03% of portfolio
|
Q4 2025
Added 4.91%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
4,263
shares
|
$355,619
0.1% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
4,260
shares
|
$355,369
0.08% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
4,249
shares
|
$354,451
0.15% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,241
shares
|
$353,784
0.06% of portfolio
|
Q3 2025
Added 63.62%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
4,240
shares
|
$353,700
0.11% of portfolio
|
Q2 2025
Reduced 2.3%
|
|