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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$87.07 +0.16 (+0.19%)
Closing price 03:59 PM Eastern
Extended Trading
$87.14 +0.07 (+0.08%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1804
Total
Institutional Inflows
(last 12 months)
$17.35B
Number of
Institutional Sellers
(last 12 months)
1333
Total
Institutional Outflows
(last 12 months)
$11.58B
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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
7/10/2026Wedge Capital Management L L P NC5,555$459K0.0%-10.3%0.000%
7/10/2026Abound Wealth Management2,041$169K0.0%-18.9%0.000%
7/10/2026Annex Advisory Services LLC7,330$606K0.0%-7.0%0.000%
7/10/2026JFS Wealth Advisors LLC6,059$501K0.0%-5.4%0.000%
7/10/2026Family Wealth Partners LLC2,747$227K0.1%N/A0.000%
7/10/2026Cardinal Capital Management Inc.468,300$38.70M0.9%+1.2%0.015%
7/10/2026Tema ETFs LLC70,478$5.82M0.2%+10.7%0.002%
7/10/2026West Branch Capital LLC22,485$1.86M0.4%-23.5%0.001%
7/10/2026Rise Advisors LLC3,591$297K0.1%+6.1%0.000%
7/10/2026Fiduciary Financial Group LLC13,903$1.15M0.1%+3.7%0.000%
7/10/2026Diversified Management Inc.5,255$434K0.1%-70.4%0.000%
7/10/2026Peoples Bank KS24,410$2.02M2.0%-7.4%0.001%
7/10/2026Generali Investments Management Co LLC6,713$555K0.1%+14.8%0.000%
7/10/2026E. Ohman J or Asset Management AB75,344$6.23M0.1%-10.9%0.002%
7/10/2026Handelsbanken Fonder AB1,152,317$95.23M0.3%-4.7%0.038%
7/10/2026City Holding Co.1,589$131K0.0%-11.5%0.000%
7/10/2026KWB Wealth4,051$335K0.0%-22.1%0.000%
7/10/2026Spinnaker Investment Group LLC2,778$230K0.0%N/A0.000%
7/10/2026 Redhawk Wealth Advisors Inc.5,853$484K0.0%-2.8%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,516$786K0.1%-2.9%0.000%
7/10/2026 Perkins Coie Trust Co61,336$5.07M0.8%-1.1%0.002%
7/10/2026 Fulton Bank N.A.21,736$1.80M0.1%-5.0%0.001%
7/10/2026 Wealthcare Advisory Partners LLC17,760$1.47M0.0%-4.3%0.001%
7/9/2026 Financial Management Professionals Inc.2,119$175K0.0%+38.2%0.000%
7/9/2026 Harrell Investment Partners LLC40,921$3.38M0.7%+3.4%0.001%
7/9/2026 First Bank & Trust20,535$1.70M0.2%+2.4%0.001%
7/9/2026 Revolve Wealth Partners LLC6,220$514K0.1%+26.8%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC8,255$682K0.2%+30.1%0.000%
7/9/2026 Centurion Wealth Management LLC4,077$337K0.1%-3.0%0.000%
7/9/2026 Contravisory Investment Management Inc.12,324$1.02M0.2%+2.4%0.000%
7/9/2026 Sapient Capital LLC176,500$14.59M0.2%-5.4%0.006%
7/9/2026 Focus Financial Network Inc.47,945$3.96M0.1%+5.9%0.002%
7/9/2026 Alliance Wealth Advisors LLC10,796$892K0.3%-1.3%0.000%
7/9/2026 Deane Retirement Strategies Inc.34,272$2.83M1.2%N/A0.001%
7/9/2026 Great Waters Wealth Management3,811$315K0.0%-3.1%0.000%
7/9/2026 Wealth Science Advisors LLC11,993$991K0.4%+131.6%0.000%
7/9/2026 HF Advisory Group LLC60,883$5.03M1.6%+11.4%0.002%
7/9/2026 Arista Wealth Management LLC15,791$1.31M0.1%-21.0%0.001%
7/9/2026 Aletheian Wealth Advisors LLC3,184$263K0.1%+13.3%0.000%
7/9/2026 Tactive Advisors LLC5,190$429K0.1%-29.6%0.000%
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7/9/2026 Everhart Financial Group Inc.23,180$1.92M0.1%-8.0%0.001%
7/9/2026 Oliver Luxxe Assets LLC99,896$8.26M1.2%-0.7%0.003%
7/9/2026 Chemistry Wealth Management LLC18,388$1.52M0.2%-24.4%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.11,029$911K0.0%+94.9%0.000%
7/9/2026 West Financial Advisors LLC1,469$121K0.0%+51.1%0.000%
7/9/2026 Lexington Hill Partners LLC5,538$458K0.2%-6.9%0.000%
7/9/2026 Breakwater Capital Group19,230$1.59M0.2%-1.9%0.001%
7/9/2026 Valeo Financial Advisors LLC45,097$3.73M0.1%-2.2%0.001%
7/8/2026 Gradient Investments LLC180,333$14.90M0.2%+4.5%0.006%
7/8/2026 Quantum Financial Advisors LLC4,983$412K0.0%-8.1%0.000%
7/8/2026 Eldred Rock Partners LLC136,226$11.26M2.4%+6.5%0.004%
7/8/2026 Chesley Taft & Associates LLC219,282$18.12M0.7%-0.9%0.007%
7/8/2026 Trust Point Inc.54,673$4.52M0.4%+4.9%0.002%
7/8/2026 First Heartland Consultants Inc.9,166$757K0.0%+105.3%0.000%
7/8/2026 Abner Herrman & Brock LLC180,453$14.91M1.4%-31.3%0.006%
7/8/2026 Community Trust & Investment Co.5,134$424K0.0%-3.4%0.000%
7/8/2026 Wilsey Asset Management Inc.524,048$43.31M6.4%+1.9%0.017%
7/8/2026 OFS Enterprise LLC61,847$5.11M1.3%-0.4%0.002%
7/8/2026 Cooper Financial Group6,680$552K0.0%+3.5%0.000%
7/8/2026 Czech National Bank871,047$71.98M0.4%+3.4%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab616,574$50.95M0.4%+10.8%0.020%
7/8/2026 Assenagon Asset Management S.A.88,162$7.29M0.0%-156.0%0.003%
7/8/2026 St. Louis Financial Planners Asset Management LLC39,955$3.42M1.8%+26.4%0.001%
7/8/2026 Westmount Partners LLC31,225$2.58M0.6%+1.7%0.001%
7/8/2026 55 North Private Wealth LLC8,125$671K0.1%+15.5%0.000%
7/8/2026 Byrne Asset Management LLC4,453$368K0.2%-16.1%0.000%
7/8/2026 Eclectic Associates Inc. ADV15,124$1.25M0.1%-3.0%0.000%
7/7/2026 Fermata Advisors LLC10,124$837K0.2%+20.6%0.000%
7/7/2026 180 Wealth Advisors LLC9,731$804K0.1%-3.6%0.000%
7/7/2026 First Citizens Financial Corp5,381$445K0.2%-6.3%0.000%
7/7/2026 Bill Few Associates Inc.3,915$324K0.1%-10.3%0.000%
7/7/2026 Foster Group Inc.49,345$4.08M0.1%+5.8%0.002%
7/7/2026 JGP Wealth Management LLC3,667$303K0.0%-9.3%0.000%
7/7/2026 Trust Asset Management LLC37,062$3.06M0.2%-6.1%0.001%
7/7/2026 Quad Cities Investment Group LLC51,280$4.24M1.5%-0.3%0.002%
7/7/2026 DMKC Advisory Services LLC91,610$7.57M1.4%+3.1%0.003%
7/7/2026 Balefire LLC5,592$462K0.1%+9.9%0.000%
7/7/2026 Willner & Heller LLC4,838$400K0.3%-5.7%0.000%
7/7/2026 Baron Wealth Management LLC8,040$664K0.2%-9.0%0.000%
7/7/2026 GK Wealth Management LLC5,323$440K0.2%N/A0.000%
7/7/2026 GAMMA Investing LLC71,515$5.91M0.2%+14.3%0.002%
7/7/2026 Avior Wealth Management LLC54,170$4.48M0.1%-5.7%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.20,730$1.71M0.1%N/A0.001%
7/7/2026 Moody National Bank Trust Division34,229$2.83M0.2%-3.8%0.001%
7/7/2026 Trinity Financial Advisors LLC26,301$2.17M0.6%-2.4%0.001%
7/7/2026 CoreCap Advisors LLC8,935$738K0.0%+25.5%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.22,998$1.90M0.7%N/A0.001%
7/6/2026 Stableford Capital II LLC34,415$2.84M1.0%-1.6%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB22,982$1.90M0.0%-3.1%0.001%
7/2/2026 Versant Capital Management Inc7,009$579K0.1%-25.4%0.000%
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7/2/2026 Diesslin Group Inc.4,632$383K0.1%-4.2%0.000%
7/2/2026 CX Institutional18,127$1.50M0.0%-1.8%0.001%
7/1/2026 First Financial Bank Trust Division17,824$1.47M0.1%-4.2%0.001%
7/1/2026 Eastern Bank15,388$1.27M0.0%-6.9%0.001%
7/1/2026 Trust Co of the South3,621$299K0.0%+43.1%0.000%
7/1/2026 Roxbury Financial LLC28,926$2.39M1.9%+0.5%0.001%
6/30/2026Winning Points Advisors LLC35,906$2.86M2.8%-1.1%0.001%
6/23/2026Ballast Advisors LLC1,354$108K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC186,652$14.86M0.2%-43.9%0.006%
6/18/2026Pacer Advisors Inc.154,764$12.32M0.0%-48.1%0.005%


WFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,885 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were 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), Dodge & Cox ($3.01B), and Northern Trust Corp ($2.97B).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 2,436 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 ($949.77M), Norges Bank ($146.14M), Capital Research Global Investors ($21.56M), Massachusetts Financial Services Co. MA ($15.64M), Amundi ($9.45M), Two Sigma Advisers LP ($5.24M), and Mawer Investment Management Ltd. ($4.88M).

Institutional investors have bought a total of 202,092,185 shares in the last 24 months. This purchase volume represents approximately $17.35B in transactions.

Of the 1,328 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 ($25.32M), Primecap Management Co. CA ($13.54M), Capital International Investors ($10.27M), Vanguard Group Inc. ($5.67M), Amundi ($4.96M), Price T Rowe Associates Inc. MD ($4.07M), and Bank of New York Mellon Corp ($2.81M).

Institutional investors have sold a total of 134,645,942 shares in the last 24 months. This volume of shares sold represents approximately $11.58B in transactions.


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This page (NYSE:WFC) was last updated on 7/10/2026 by MarketBeat.com Staff.
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