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 |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
3,660
shares
|
$305,317
0.25% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
3,658
shares
|
$305,150
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,656
shares
|
$304,983
0.12% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,655
shares
|
$304,900
0.05% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
3,655
shares
|
$304,900
0.3% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
3,649
shares
|
$304,399
0.03% of portfolio
|
Q3 2025
Reduced 91.97%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
3,645
shares
|
$304,065
0.09% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,630
shares
|
$302,814
0.02% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
3,624
shares
|
$302,314
0.12% of portfolio
|
Q3 2025
Added 1403.73%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,623
shares
|
$302,230
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
3,623
shares
|
$302,230
0.08% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,603
shares
|
$300,562
0.21% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,601
shares
|
$300,395
0.08% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
3,580
shares
|
$298,643
0.09% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,579
shares
|
$298,560
0.07% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
3,575
shares
|
$298,226
0.34% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
3,552
shares
|
$296,307
0.13% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,550
shares
|
$296,141
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
3,548
shares
|
$295,974
0.25% of portfolio
|
Q4 2025
Reduced 13.82%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,543
shares
|
$295,557
0.33% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,542
shares
|
$295,473
0.1% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,531
shares
|
$294,556
0.1% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
3,525
shares
|
$294,055
0.15% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,515
shares
|
$293,221
0.11% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
3,508
shares
|
$292,637
0.17% of portfolio
|
Q3 2025
Added 1.01%
|
|