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Wells Fargo & Company (WFC) Institutional Ownership

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$79.79 +0.06 (+0.08%)
Closing price 10/9/2025 03:59 PM Eastern
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$80.03 +0.24 (+0.30%)
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Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1677
Total
Institutional Inflows
(last 12 months)
$93.72B
Number of
Institutional Sellers
(last 12 months)
1281
Total
Institutional Outflows
(last 12 months)
$13.60B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Bartlett & CO. Wealth Management LLC20,805$1.74M0.0%+3.5%0.001%
10/9/2025Secure Asset Management LLC7,400$598K0.1%+8.3%0.000%
10/9/2025Baker Tilly Wealth Management LLC9,971$836K0.2%+21.9%0.000%
10/9/2025Cascade Investment Advisors Inc.12,747$1.07M0.6%-11.5%0.000%
10/9/2025AdvisorNet Financial Inc18,086$1.52M0.1%+8.7%0.001%
10/9/2025L. Roy Papp & Associates LLP7,310$613K0.1%-26.9%0.000%
10/9/2025IVC Wealth Advisors LLC10,679$895K0.4%-4.6%0.000%
10/9/2025Kessler Investment Group LLC80,472$6.75M2.9%+1.9%0.003%
10/9/2025BDF Gestion41,394$3.47M0.4%-17.2%0.001%
10/9/2025Adams Asset Advisors LLC160,888$13.49M1.7%-0.4%0.005%
10/9/2025Perkins Coie Trust Co57,812$4.85M0.9%+7.4%0.002%
10/9/2025Princeton Global Asset Management LLC25,668$2.15M0.4%+5,043.9%0.001%
10/9/2025Franklin Street Advisors Inc. NC37,606$3.15M0.2%-11.7%0.001%
10/9/2025U.S. Capital Wealth Advisors LLC27,886$2.34M0.1%-3.2%0.001%
10/9/2025Prentice Wealth Management LLC8,824$740K0.2%-2.4%0.000%
10/9/2025Waller Financial Planning Group Inc.2,674$224K0.1%-15.1%0.000%
10/9/2025Voya Financial Advisors Inc.46,679$3.95M0.4%+4.6%0.001%
10/9/2025Dynamic Advisor Solutions LLC29,937$2.51M0.1%+12.2%0.001%
10/9/2025Eclectic Associates Inc. ADV14,534$1.22M0.2%-19.9%0.000%
10/9/2025Buckhead Capital Management LLC4,895$410K0.1%+5.0%0.000%
10/9/2025Long Run Wealth Advisors LLC46,024$3.86M0.8%-4.2%0.001%
10/9/2025Embree Financial Group3,330$279K0.0%+3.9%0.000%
10/9/2025First Financial Corp IN5,125$430K0.2%-2.5%0.000%
10/9/2025Whalen Wealth Management Inc.5,799$486K0.3%N/A0.000%
10/9/2025Riversedge Advisors LLC2,545$213K0.0%N/A0.000%
10/9/2025Pacifica Partners Inc.30,051$2.43M0.9%-0.5%0.001%
10/9/2025Wilsey Asset Management Inc.552,771$46.33M8.5%-9.0%0.017%
10/8/2025 Talbot Financial LLC117,249$9.83M0.8%N/A0.004%
10/8/2025 Genesis Private Wealth LLC5,515$462K0.2%+17.0%0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC68,538$5.75M0.7%+2.4%0.002%
10/8/2025 YHB Investment Advisors Inc.25,701$2.15M0.2%-13.9%0.001%
10/8/2025 Rise Advisors LLC3,656$306K0.1%+11.2%0.000%
10/8/2025 Peoples Bank KS28,664$2.40M2.4%-32.0%0.001%
10/8/2025 Fiduciary Alliance LLC6,954$583K0.0%-58.5%0.000%
10/8/2025 Firethorn Wealth Partners LLC2,729$229K0.1%N/A0.000%
10/8/2025 Wedmont Private Capital158,727$12.88M0.5%+5.1%0.005%
10/8/2025 Czech National Bank813,607$68.20M0.5%+2.3%0.025%
10/8/2025 Chesley Taft & Associates LLC220,712$18.50M0.8%-0.2%0.007%
10/8/2025 Balefire LLC6,305$528K0.1%+71.5%0.000%
10/8/2025 Country Club Bank20,459$1.73M0.1%-5.6%0.001%
10/8/2025 Towerpoint Wealth LLC4,249$356K0.1%+7.7%0.000%
10/8/2025 Congress Park Capital LLC36,728$3.08M1.0%+1.1%0.001%
10/8/2025 Sendero Wealth Management LLC9,826$824K0.1%-33.3%0.000%
10/8/2025 Beacon Financial Group85,225$7.14M0.7%-5.3%0.003%
10/7/2025 Trinity Financial Advisors LLC27,246$2.28M0.7%+7.3%0.001%
10/7/2025 Cooper Financial Group6,417$538K0.1%-3.1%0.000%
10/7/2025 Montecito Bank & Trust10,330$866K0.1%N/A0.000%
10/7/2025 FOCUS Wealth Advisors LLC25,466$2.14M1.0%+6.7%0.001%
10/7/2025 New Covenant Trust Company N.A.3,107$260K0.2%-18.0%0.000%
10/7/2025 Acropolis Investment Management LLC5,435$435K0.0%N/A0.000%
10/7/2025 Lbmc Investment Advisors LLC11,626$975K0.1%+63.0%0.000%
10/7/2025 Ransom Advisory Ltd20,536$1.72M0.8%-1.2%0.001%
10/7/2025 Wynn Capital LLC54,841$4.60M2.2%+0.5%0.002%
10/7/2025 ST Germain D J Co. Inc.337,289$28.27M1.1%-1.5%0.011%
10/7/2025 Grant Private Wealth Management Inc6,330$531K0.3%-83.0%0.000%
10/7/2025 Canandaigua National Bank & Trust Co.20,910$1.75M0.2%+15.0%0.001%
10/7/2025 1620 Investment Advisors Inc.1,170$98K0.1%N/A0.000%
10/7/2025 KFG Wealth Management LLC4,831$405K0.1%+17.2%0.000%
10/7/2025 Traphagen Investment Advisors LLC6,346$532K0.0%+2.0%0.000%
10/7/2025 Salem Investment Counselors Inc.14,201$1.19M0.0%-2.4%0.000%
10/7/2025 Sonora Investment Management Group LLC5,163$433K0.0%-9.7%0.000%
10/7/2025 Union Bancaire Privee UBP SA65,867$5.49M0.1%N/A0.002%
10/7/2025 Graves Light Lenhart Wealth Inc.20,702$1.74M0.2%-1.8%0.001%
10/7/2025 Oak Thistle LLC3,253$273K0.0%-90.1%0.000%
10/6/2025 Moody National Bank Trust Division52,354$4.39M0.4%+6.4%0.002%
10/6/2025 Steph & Co.9,848$825K0.3%-3.9%0.000%
10/6/2025 Gradient Investments LLC163,611$13.71M0.2%+1,074.9%0.005%
10/6/2025 AssuredPartners Investment Advisors LLC5,825$488K0.1%+19.7%0.000%
10/6/2025 HF Advisory Group LLC52,079$4.37M1.6%+7.1%0.002%
10/6/2025 Boltwood Capital Management17,210$1.44M0.4%+1.5%0.001%
10/6/2025 New England Research & Management Inc.14,455$1.21M0.6%N/A0.000%
10/6/2025 Venture Visionary Partners LLC31,277$2.62M0.1%-7.6%0.001%
10/6/2025 Hickory Point Bank & Trust2,900$243K0.2%-4.2%0.000%
10/6/2025 Nilsine Partners LLC12,562$1.05M0.1%+71.1%0.000%
10/3/2025 Cardinal Capital Management Inc.533,131$44.69M1.3%+0.1%0.017%
10/3/2025 Iowa State Bank6,332$531K0.1%N/A0.000%
10/3/2025 Aaron Wealth Advisors LLC33,499$2.81M0.2%+49.4%0.001%
10/3/2025 West Oak Capital LLC5,100$428K0.2%-17.3%0.000%
10/2/2025 St. Louis Financial Planners Asset Management LLC33,271$2.79M1.8%N/A0.001%
10/2/2025 GAMMA Investing LLC57,286$4.80M0.3%+7.5%0.002%
10/2/2025 Capital Asset Advisory Services LLC40,298$3.38M0.1%+4.9%0.001%
10/1/2025 Jacobs & Co. CA9,162$767K0.1%-8.8%0.000%
10/1/2025 Roxbury Financial LLC29,288$2.46M2.3%-1.5%0.001%
10/1/2025 First Financial Bank Trust Division19,955$1.67M0.1%-0.8%0.001%
10/1/2025 Farmers Trust Co.11,409$956K0.2%-3.5%0.000%
9/24/2025Texas Permanent School Fund Corp228,164$18.28M0.2%-36.0%0.007%
9/15/2025Migdal Insurance & Financial Holdings Ltd.603$48K0.0%-95.1%0.000%
9/11/2025Silicon Valley Capital Partners1,169$94K0.0%-56.2%0.000%
9/10/2025WT Wealth Management3,582$287K0.1%+9.3%0.000%
9/9/2025NWF Advisory Services Inc.40,125$3.22M0.4%+1.4%0.001%
8/29/2025Centaurus Financial Inc.60,607$4.86M0.3%+63.5%0.002%
8/28/2025China Universal Asset Management Co. Ltd.11,132$892K0.1%-39.1%0.000%
8/27/2025Orion Porfolio Solutions LLC216,618$17.36M0.1%+43.2%0.007%
8/26/2025MASTERINVEST Kapitalanlage GmbH16,968$1.36M0.1%N/A0.001%
8/20/2025Thompson Davis & CO. Inc.3,856$309K0.2%N/A0.000%
8/20/2025Kentucky Retirement Systems210,962$16.90M0.5%-6.2%0.007%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund89,537$7.17M0.5%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC30,068$2.39M0.3%-15.7%0.001%
8/19/2025B. Riley Wealth Advisors Inc.31,955$2.56M0.1%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.1,341$107K0.0%+496.0%0.000%
(Data available from 1/1/2016 forward)

WFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFC shares?

During the previous two years, 2,589 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($24.20B), Geode Capital Management LLC ($5.87B), Dodge & Cox ($4.07B), Norges Bank ($3.99B), Capital International Investors ($3.23B), State Farm Mutual Automobile Insurance Co. ($2.99B), and Northern Trust Corp ($2.43B).Learn more on Wells Fargo & Company's institutional investors.

What percentage of Wells Fargo & Company's stock is owned by institutional investors?

75.90% of Wells Fargo & Company's stock is owned by institutional investors. Learn more on WFC's institutional investor holdings.

Which institutional investors have been buying Wells Fargo & Company's stock?

Of the 2,153 institutional investors that purchased Wells Fargo & Company's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Livforsakringsbolaget Skandia Omsesidigt ($949.78M), Norges Bank ($151.02M), Massachusetts Financial Services Co. MA ($14.47M), Capital Research Global Investors ($14.21M), Two Sigma Advisers LP ($5.24M), 1832 Asset Management L.P. ($5.03M), and Canoe Financial LP ($4.98M).

How much institutional buying is happening at Wells Fargo & Company?

Institutional investors have bought a total of 1,191,620,682 shares in the last 24 months. This purchase volume represents approximately $93.72B in transactions.

Which of Wells Fargo & Company's major shareholders have been selling company stock?

Of the 1,277 institutional investors that sold Wells Fargo & Company's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($36.20M), Arrowstreet Capital Limited Partnership ($20.04M), Primecap Management Co. CA ($19.02M), Vanguard Group Inc. ($6.28M), Davis Selected Advisers ($6.09M), Pzena Investment Management LLC ($5.88M), and Barrow Hanley Mewhinney & Strauss LLC ($4.73M).

How much institutional selling is happening at Wells Fargo & Company?

Institutional investors have sold a total of 192,128,185 shares in the last 24 months. This volume of shares sold represents approximately $13.60B in transactions.



This page (NYSE:WFC) was last updated on 10/10/2025 by MarketBeat.com Staff
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