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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
695
shares
|
$57,976
0.01% of portfolio
|
Q2 2025
Added 184.84%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
688
shares
|
$57,392
0.03% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
688
shares
|
$57,392
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
666
shares
|
$55,557
0.03% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
637
shares
|
$53,138
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
635
shares
|
$52,971
0.03% of portfolio
|
Q2 2025
Added 68.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
627
shares
|
$52,304
0.01% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
620
shares
|
$51,720
0.01% of portfolio
|
Q2 2024
Reduced 87.32%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
612
shares
|
$51,053
0.02% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
608
shares
|
$50,719
0.02% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
602
shares
|
$50,218
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
601
shares
|
$50,135
0.03% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
600
shares
|
$50,052
0.03% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
599
shares
|
$49,968
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
588
shares
|
$49,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
578
shares
|
$48,216
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
577
shares
|
$48,133
0.02% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
572
shares
|
$47,716
0.04% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
568
shares
|
$47,382
0.02% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
561
shares
|
$46,798
0.02% of portfolio
|
Q2 2024
Reduced 85.1%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
553
shares
|
$46,131
0.02% of portfolio
|
Q2 2023
Added 943.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
549
shares
|
$45,797
0.01% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
549
shares
|
$45,797
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
546
shares
|
$45,547
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
540
shares
|
$45,046
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|