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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
888
shares
|
$74,076
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
879
shares
|
$73,326
0.01% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
870
shares
|
$72,575
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
851
shares
|
$70,990
0.04% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
839
shares
|
$69,989
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$69,322
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
828
shares
|
$69,071
0.01% of portfolio
|
Q3 2025
Reduced 66.92%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
825
shares
|
$68,821
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
820
shares
|
$68,404
0.02% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
818
shares
|
$68,237
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
817
shares
|
$68,154
0.02% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
814
shares
|
$67,903
0.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
804
shares
|
$67,069
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
800
shares
|
$66,736
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
789
shares
|
$65,818
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
780
shares
|
$65,067
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
761
shares
|
$63,482
0.01% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
742
shares
|
$61,897
0.04% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$61,313
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
733
shares
|
$61,146
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
728
shares
|
$60,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
724
shares
|
$60,396
0.05% of portfolio
|
Q3 2025
Reduced 38.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
714
shares
|
$59,561
0.04% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
702
shares
|
$58,560
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
697
shares
|
$58,143
0.0% of portfolio
|
Q3 2025
Reduced 65.53%
|
|