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 |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,277
shares
|
$273,367
0.0% of portfolio
|
Q3 2025
Reduced 79.13%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,275
shares
|
$273,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
3,273
shares
|
$273,033
0.17% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,268
shares
|
$272,616
0.04% of portfolio
|
Q4 2025
Added 16.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,265
shares
|
$272,366
0.04% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,264
shares
|
$272,282
0.02% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
3,260
shares
|
$271,949
0.02% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,258
shares
|
$271,782
0.1% of portfolio
|
Q3 2025
Reduced 36.54%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
3,256
shares
|
$271,615
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,254
shares
|
$271,448
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
3,250
shares
|
$271,115
0.05% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,250
shares
|
$271,115
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
3,240
shares
|
$270,280
0.02% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,236
shares
|
$269,947
0.13% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
3,236
shares
|
$269,947
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,235
shares
|
$269,863
0.08% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
3,231
shares
|
$269,530
0.09% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Jan 21, 2026 Q4 2025 |
3,230
shares
|
$269,446
0.14% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
3,227
shares
|
$269,196
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,226
shares
|
$269,112
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,225
shares
|
$269,029
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
3,220
shares
|
$268,612
0.02% of portfolio
|
Q4 2025
Added 9.71%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
3,217
shares
|
$268,362
0.15% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,216
shares
|
$268,278
0.08% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,211
shares
|
$267,861
0.02% of portfolio
|
Q4 2024
New holding
|
|