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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
118
shares
|
$9,843
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
116
shares
|
$9,676
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
113
shares
|
$9,426
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
109
shares
|
$9,092
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
108
shares
|
$9,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
107
shares
|
$8,925
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
107
shares
|
$8,925
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
105
shares
|
$8,759
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
105
shares
|
$8,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,675
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
101
shares
|
$8,425
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$8,342
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$8,342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
100
shares
|
$8,342
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$8,342
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$8,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
97
shares
|
$8,091
0.0% of portfolio
|
Q3 2025
Reduced 34.9%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
96
shares
|
$8,008
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
89
shares
|
$7,424
0.0% of portfolio
|
Q1 2024
Reduced 60.62%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
82
shares
|
$6,840
0.0% of portfolio
|
Q2 2025
Added 148.48%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
78
shares
|
$6,506
0.0% of portfolio
|
Q2 2025
Added 151.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
75
shares
|
$6,256
0.0% of portfolio
|
Q2 2025
Reduced 95.82%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
74
shares
|
$6,173
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
73
shares
|
$6,089
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
73
shares
|
$6,089
0.0% of portfolio
|
Q3 2025
Reduced 92.13%
|
|