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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$89.86 +1.90 (+2.15%)
As of 03:15 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
1738
Total
Institutional Inflows
(last 12 months)
$52.33B
Number of
Institutional Sellers
(last 12 months)
1223
Total
Institutional Outflows
(last 12 months)
$9.86B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capstone Financial Advisors Inc.3,354$277K0.0%+3.5%0.000%
9/9/2026 Sequoia Financial Advisors LLC301,752$24.94M0.1%+0.9%0.010%
9/9/2026 MCF Advisors LLC12,939$1.07M0.0%+5.2%0.000%
9/9/2026 Archford Capital Strategies LLC5,056$418K0.0%-59.4%0.000%
9/9/2026 National Pension Service7,327,199$605.52M0.4%+0.1%0.242%
9/9/2026 BlueCrest Capital Management Ltd28,835$2.38M0.1%-92.5%0.001%
9/9/2026 WINTON GROUP Ltd196,739$16.26M0.5%N/A0.007%
9/9/2026 Engineers Gate Manager LP411,770$34.03M0.4%+5,592.1%0.014%
9/9/2026 Cidel Asset Management Inc.41,427$3.42M0.2%+6.9%0.001%
9/9/2026 SVB Wealth LLC8,309$687K0.0%-5.1%0.000%
9/9/2026 Capital Advantage Inc.8,005$662K0.1%-9.6%0.000%
9/9/2026 NorthRock Partners LLC62,278$5.15M0.1%-1.1%0.002%
9/9/2026 Community Bank N.A.2,704$223K0.0%+32.1%0.000%
9/9/2026 RFG Advisory LLC41,719$3.45M0.1%+4.4%0.001%
9/9/2026 XY Planning Network Inc.6,252$517K0.1%+12.1%0.000%
9/8/2026 Arizona State Retirement System850,284$70.27M0.4%-1.1%0.028%
9/8/2026 West Family Investments Inc.10,007$827K0.2%+2.7%0.000%
9/8/2026 Waverly Advisors LLC168,266$13.91M0.1%-1.5%0.006%
9/8/2026 Murphy Pohlad Asset Management LLC12,917$1.07M0.4%-0.9%0.000%
9/8/2026 Empirical Finance LLC125,751$10.39M0.4%+2.8%0.004%
9/8/2026 Nykredit A S2,312,296$191.09M0.6%N/A0.076%
9/4/2026 Parkside Financial Bank & Trust15,048$1.24M0.1%+3.1%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group4,478$370K0.0%-7.2%0.000%
9/2/2026 Range Advisory LLC5,189$429K0.1%+14.5%0.000%
8/28/2026 Cornerstone Financial Management LLC934$77K0.1%+20.8%0.000%
8/27/2026 Tucker Asset Management LLC6,395$528K0.1%+2.3%0.000%
8/26/2026 Amundi13,654,370$1.13B0.3%-17.1%0.452%
8/26/2026 HighTower Advisors LLC2,642,793$218.40M0.2%-18.3%0.087%
8/25/2026 Advus Financial Partners LLC3,813$315K0.1%-4.3%0.000%
8/25/2026 Kirkwood Financial Services14,802$1.22M0.3%N/A0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al13,500$1.12M0.0%N/A0.000%
8/25/2026 Financial Insights Inc.8,055$666K0.2%-8.0%0.000%
8/24/2026 California State Teachers Retirement System384,483,013$31.77B0.1%+7,954.4%12.714%
8/23/2026 DMC Group LLC9,259$765K0.5%-15.6%0.000%
8/23/2026 Studio Investment Management LLC9,429$779K0.1%-12.9%0.000%
8/23/2026 Washington Trust Advisors Inc.5,959$492K0.0%-10.4%0.000%
8/23/2026 Wedmont Private Capital154,312$13.45M0.4%+6.9%0.005%
8/23/2026 Kintra Wealth LLC5,015$442K0.0%N/A0.000%
8/23/2026 Operose Advisors LLC1,389$115K0.0%N/A0.000%
8/23/2026 Nilsine Partners LLC30,323$2.51M0.2%+175.0%0.001%
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8/23/2026 Saudi Central Bank214,501$17.73M0.2%+85.1%0.007%
8/23/2026 Azimuth Capital Investment Management LLC208,294$17.21M0.6%-39.8%0.007%
8/22/2026 Advisory Solutions Group LLC3,187$263K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC17,089$1.44M0.2%N/A0.001%
8/22/2026 NBH Bank705$58K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd11,163$923K0.3%N/A0.000%
8/22/2026 MW Advisory LLC2,464$204K0.1%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC4,148$362K0.3%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC20,909$1.73M0.6%N/A0.001%
8/22/2026 Markowski Investments44,188$3.65M0.8%N/A0.001%
8/22/2026 Old Mission Investment Co LLC4,818$398K0.1%N/A0.000%
8/22/2026 OceanIQ Capital LLC2,779$243K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC913$75K0.0%N/A0.000%
8/22/2026 Blalock Williams LLC3,288$272K0.2%+6.4%0.000%
8/22/2026 Plan A Wealth LLC7,682$635K0.3%-3.2%0.000%
8/22/2026 Raiffeisen Bank International AG60,109$5.02M0.1%-14.0%0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC9,323$770K0.3%-2.7%0.000%
8/22/2026 Copley Financial Group Inc.2,710$224K0.1%-37.1%0.000%
8/22/2026 Tudor Financial Inc.11,902$984K0.4%+304.0%0.000%
8/22/2026 NWF Advisory Services Inc.21,571$1.78M0.2%-3.8%0.001%
8/22/2026 Syon Capital LLC38,250$3.16M0.1%+13.6%0.001%
8/22/2026 TD Waterhouse Canada Inc.209,307$18.00M0.0%+8.7%0.007%
8/22/2026 Premier Path Wealth Partners LLC28,987$2.40M0.3%+2.6%0.001%
8/22/2026 United Community Bank1,998$165K0.1%+12.1%0.000%
8/22/2026 Concurrent Investment Advisors LLC109,486$9.05M0.1%+56.9%0.004%
8/22/2026 NEOS Investment Management LLC507,034$41.90M0.2%+10.9%0.017%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC3,553$294K0.0%-11.8%0.000%
8/21/2026 AXQ Capital LP45,200$3.74M0.4%+123.0%0.001%
8/21/2026 Montz Harcus Wealth Management LLC2,436$201K0.1%-8.3%0.000%
8/21/2026 High Net Worth Advisory Group LLC7,077$585K0.1%+35.2%0.000%
8/21/2026 KFG Wealth Management LLC4,422$365K0.0%+2.9%0.000%
8/21/2026 iSAM Funds UK Ltd19,100$1.58M1.1%N/A0.001%
8/21/2026 Athena Investment Management5,469$452K0.3%-43.2%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC1,234$102K0.0%-15.1%0.000%
8/21/2026 Beacon Capital Management LLC3,999$331K0.0%N/A0.000%
8/21/2026 Aletheian Wealth Advisors LLC3,184$263K0.1%+13.3%0.000%
8/21/2026 Paragon Private Wealth Management LLC3,062$253K0.1%-16.4%0.000%
8/21/2026 Continuum Advisory LLC18,140$1.50M0.1%+24.0%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC5,699$471K0.1%+18.2%0.000%
8/21/2026 Nykredit A S2,952,772$244.02M0.8%N/A0.098%
8/21/2026 Tranquilli Financial Advisor LLC13,135$1.09M0.6%-1.9%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG159,950$13.22M0.1%-22.9%0.005%
8/21/2026 Coppell Advisory Solutions LLC44,859$3.71M0.7%N/A0.001%
8/21/2026 Emergent Wealth Advisors LLC3,732$308K0.2%+4.7%0.000%
8/21/2026 Pacifica Partners Inc.49,086$4.20M1.2%+67.4%0.002%
8/21/2026 Natural Investments LLC14,022$1.16M0.3%+62.1%0.000%
8/21/2026 XML Financial LLC8,725$721K0.1%-4.3%0.000%
8/21/2026 Beacon Financial Advisory LLC4,209$348K0.1%-4.7%0.000%
8/21/2026 First Citizens Financial Corp5,381$445K0.2%-6.3%0.000%
8/21/2026 Symphony Financial Ltd. Co.4,959$413K0.0%+41.9%0.000%
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8/21/2026 Secure Asset Management LLC8,160$674K0.1%-11.4%0.000%
8/21/2026 Chesapeake Wealth Management4,460$369K0.1%+4.8%0.000%
8/21/2026 Independence Bank of Kentucky1,259$104K0.0%+52.8%0.000%
8/21/2026 Bedel Financial Consulting Inc.8,135$672K0.1%-4.0%0.000%
8/21/2026 Legacy Financial Advisors Inc.24,801$2.05M0.3%+13.0%0.001%
8/20/2026 Proficio Capital Partners LLC14,276$1.18M0.0%N/A0.000%
8/20/2026 Nwam LLC6,376$527K0.0%+3.3%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC433,686$35.84M1.1%-0.9%0.014%
8/20/2026 Rehmann Capital Advisory Group41,745$3.45M0.1%+2.7%0.001%
8/20/2026 NS Partners Ltd251,373$20.77M0.9%-4.4%0.008%


WFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,922 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were California State Teachers Retirement System ($31.77B), Vanguard Group Inc. ($27.63B), Geode Capital Management LLC ($6.72B), Norges Bank ($4.51B), State Farm Mutual Automobile Insurance Co. ($3.72B), Capital Research Global Investors ($3.49B), and Dodge & Cox ($3.01B).Learn more on Wells Fargo & Company's institutional investors.

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

Of the 2,490 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 ($949.83M), California State Teachers Retirement System ($379.71M), Norges Bank ($146.14M), Capital Research Global Investors ($21.56M), Legal & General Group Plc ($20.38M), Bank of New York Mellon Corp ($16.52M), and Massachusetts Financial Services Co. MA ($15.64M).

Institutional investors have bought a total of 622,942,154 shares in the last 24 months. This purchase volume represents approximately $52.33B in transactions.

Of the 1,223 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 ($18.43M), Capital International Investors ($10.27M), Primecap Management Co. CA ($9.82M), Amundi ($7.77M), Vanguard Group Inc. ($5.67M), Price T Rowe Associates Inc. MD ($4.07M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.57M).

Institutional investors have sold a total of 112,945,319 shares in the last 24 months. This volume of shares sold represents approximately $9.86B in transactions.


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Institutional ownership data for NYSE:WFC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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