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 |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
3,126
shares
|
$260,770
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
3,125
shares
|
$260,687
0.03% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$259,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,111
shares
|
$259,519
0.04% of portfolio
|
Q3 2025
Reduced 33.51%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$258,602
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,097
shares
|
$258,351
0.02% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,090
shares
|
$257,767
0.04% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,090
shares
|
$257,767
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
3,082
shares
|
$257,100
0.05% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$256,433
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
3,073
shares
|
$256,349
0.19% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
3,072
shares
|
$256,266
0.1% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
3,065
shares
|
$255,682
0.18% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
3,059
shares
|
$255,181
0.02% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
3,058
shares
|
$255,098
0.04% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
3,053
shares
|
$254,681
0.02% of portfolio
|
Q4 2025
Added 17.2%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
3,050
shares
|
$254,431
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
3,046
shares
|
$254,097
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
3,045
shares
|
$254,013
0.02% of portfolio
|
Q3 2025
Added 295.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,041
shares
|
$253,680
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,040
shares
|
$253,596
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,039
shares
|
$253,513
0.11% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
3,031
shares
|
$252,846
0.17% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
3,024
shares
|
$252,262
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
3,020
shares
|
$251,928
0.08% of portfolio
|
Q3 2025
Added 0.4%
|
|