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 3,089 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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
332
shares
|
$27,695
0.0% of portfolio
|
Q3 2025
Added 472.41%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
320
shares
|
$26,694
0.04% of portfolio
|
Q3 2025
Added 315.58%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
316
shares
|
$26,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
314
shares
|
$26,193
0.02% of portfolio
|
Q3 2025
Reduced 44.91%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
310
shares
|
$25,860
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$25,693
0.01% of portfolio
|
Q4 2024
Added 289.87%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
308
shares
|
$25,693
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
301
shares
|
$25,109
0.11% of portfolio
|
Q3 2025
Reduced 88.98%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
300
shares
|
$25,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
299
shares
|
$24,942
0.01% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
280
shares
|
$23,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
267
shares
|
$22,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
262
shares
|
$21,856
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
258
shares
|
$21,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
255
shares
|
$21,272
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$20,771
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
235
shares
|
$19,603
0.01% of portfolio
|
Q3 2025
Added 291.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
232
shares
|
$19,353
0.01% of portfolio
|
Q3 2025
Reduced 78.66%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
232
shares
|
$19,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
231
shares
|
$19,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
226
shares
|
$18,852
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$18,769
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
218
shares
|
$18,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
207
shares
|
$17,267
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$16,934
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|