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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
536
shares
|
$44,713
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
532
shares
|
$44,379
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
531
shares
|
$44,296
0.0% of portfolio
|
Q3 2025
Added 1942.31%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
525
shares
|
$43,795
0.0% of portfolio
|
Q3 2025
Reduced 24.68%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
523
shares
|
$43,628
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
521
shares
|
$43,461
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
508
shares
|
$42,377
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
506
shares
|
$42,210
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
505
shares
|
$42,127
0.02% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
500
shares
|
$41,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
500
shares
|
$41,710
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
496
shares
|
$41,376
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
490
shares
|
$40,875
0.0% of portfolio
|
Q3 2025
Added 156.54%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
483
shares
|
$40,291
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
482
shares
|
$40,208
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
480
shares
|
$40,041
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
470
shares
|
$39,207
0.01% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
466
shares
|
$38,873
0.02% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
450
shares
|
$37,539
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
448
shares
|
$37,372
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
446
shares
|
$37,205
0.01% of portfolio
|
Q3 2025
Added 52.22%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
441
shares
|
$36,788
0.01% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$36,704
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
440
shares
|
$36,704
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
438
shares
|
$36,537
0.01% of portfolio
|
Q3 2025
Added 36.88%
|
|