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 |
|---|---|---|---|---|---|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
3,211
shares
|
$267,861
0.17% of portfolio
|
Q4 2025
Added 12.47%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,208
shares
|
$267,611
0.08% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
3,201
shares
|
$267,027
0.19% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
3,199
shares
|
$266,860
0.05% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
Nov 14, 2025 Q3 2025 |
3,198
shares
|
$266,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
3,196
shares
|
$266,610
0.19% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
3,187
shares
|
$265,859
0.06% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,184
shares
|
$265,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$265,359
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Blue Fin Capital, Inc.
|
Jan 23, 2026 Q4 2025 |
3,181
shares
|
$265,359
0.04% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
3,169
shares
|
$264,357
0.23% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
3,164
shares
|
$263,940
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
3,158
shares
|
$263,440
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
3,158
shares
|
$263,440
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
3,156
shares
|
$263,273
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
3,150
shares
|
$262,773
0.09% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,149
shares
|
$262,689
0.05% of portfolio
|
Q3 2025
Added 17.94%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
3,148
shares
|
$262,606
0.1% of portfolio
|
Q4 2025
Reduced 4.95%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,145
shares
|
$262,355
0.06% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
3,145
shares
|
$262,355
0.03% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
3,140
shares
|
$261,938
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
3,139
shares
|
$261,855
0.16% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,137
shares
|
$261,688
0.03% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
3,132
shares
|
$261,271
0.21% of portfolio
|
Q4 2025
Added 7.44%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
3,127
shares
|
$260,854
0.07% of portfolio
|
Q3 2025
New holding
|
|