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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
3,906
shares
|
$325,838
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3,895
shares
|
$324,920
0.05% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
3,888
shares
|
$324,336
0.22% of portfolio
|
Q4 2025
Added 30.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,886
shares
|
$324,170
0.03% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
3,885
shares
|
$324,086
0.14% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$323,919
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
3,870
shares
|
$322,835
0.15% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,869
shares
|
$322,751
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
3,867
shares
|
$322,585
0.21% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,862
shares
|
$322,168
0.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
3,853
shares
|
$321,417
0.03% of portfolio
|
Q2 2025
Reduced 64.77%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
3,852
shares
|
$321,333
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
3,850
shares
|
$321,167
0.05% of portfolio
|
Q3 2025
Reduced 49.28%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
3,849
shares
|
$321,083
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,845
shares
|
$320,749
0.04% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
3,842
shares
|
$320,499
0.24% of portfolio
|
Q4 2025
Reduced 13.29%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,832
shares
|
$319,665
0.25% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
3,832
shares
|
$319,665
0.17% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
3,828
shares
|
$319,331
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
3,825
shares
|
$319,081
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
3,818
shares
|
$318,497
0.09% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,812
shares
|
$317,997
0.05% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
3,800
shares
|
$316,996
0.29% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
3,798
shares
|
$316,829
0.05% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
3,796
shares
|
$316,662
0.05% of portfolio
|
Q1 2025
Reduced 16.77%
|
|