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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$74.20 -1.44 (-1.91%)
As of 01:44 PM Eastern
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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)
1843
Total
Institutional Inflows
(last 12 months)
$93.54B
Number of
Institutional Sellers
(last 12 months)
1349
Total
Institutional Outflows
(last 12 months)
$13.14B
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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
5/8/2026 Oslo Pensjonsforsikring AS12,386$986K0.2%N/A0.000%
5/8/2026 Baader Bank Aktiengesellschaft46,660$3.71M0.3%-15.5%0.002%
5/8/2026 Andra AP fonden439,700$35.01M0.4%+11.4%0.014%
5/8/2026 Wilkerson Advisory Group LLC1,210$96K0.0%+14.6%0.000%
5/8/2026 Atlantic Private Wealth LLC610$49K0.0%+3,966.7%0.000%
5/8/2026 Glenview Trust Co113,198$9.01M0.1%-9.1%0.004%
5/8/2026 Madison Asset Management LLC11,411$908K0.0%-1.8%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC7,165$570K0.0%-8.5%0.000%
5/8/2026 Johnson Financial Group Inc.40,027$3.19M0.1%-3.1%0.001%
5/8/2026 Convergence Investment Partners LLC45,992$3.66M0.6%-8.5%0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI117,865$9.38M0.2%+9.2%0.004%
5/7/2026 Florida Financial Advisors LLC16,814$1.34M0.3%+19.3%0.001%
5/7/2026 Leith Wheeler Investment Counsel Ltd.408,689$32.54M2.7%+0.5%0.013%
5/7/2026 Beta Wealth Group Inc.6,505$518K0.2%+3.2%0.000%
5/7/2026 Swan Global Investments LLC2,712$216K0.0%+11.1%0.000%
5/7/2026 AlTi Global Inc.11,382$906K0.0%+16.2%0.000%
5/7/2026 Earned Wealth Advisors LLC11,778$938K0.1%+6.4%0.000%
5/7/2026 Basepoint Wealth LLC6,178$492K0.3%-13.0%0.000%
5/7/2026 Carson Advisory Inc.12,477$993K0.5%+9.6%0.000%
5/7/2026 Meeder Asset Management Inc.494$39K0.0%-26.4%0.000%
5/7/2026 Meeder Advisory Services Inc.73,728$5.87M0.2%+3.7%0.002%
5/7/2026 Lowe Brockenbrough & Co. Inc.55,516$4.42M0.2%-1.5%0.002%
5/7/2026 Dimensional Fund Advisors LP18,474,225$1.47B0.3%-7.3%0.604%
5/7/2026 Sound Shore Management Inc. CT902,430$71.84M2.4%-1.9%0.029%
5/7/2026 Scarborough Advisors LLC457$36K0.0%N/A0.000%
5/7/2026 Balefire LLC5,089$405K0.1%-6.0%0.000%
5/7/2026 Greenwood Gearhart LLC41,939$3.34M0.2%+5.0%0.001%
5/7/2026 KBC Group NV919,627$73.21M0.2%-44.5%0.030%
5/7/2026 SEB Asset Management AB809,003$64.41M0.3%N/A0.026%
5/7/2026 AIA Group Ltd385,894$30.72M0.4%+19.1%0.013%
5/7/2026 Legacy Wealth Advisors LLC4,352$346K0.2%+5.9%0.000%
5/7/2026 Mediolanum International Funds Ltd470,180$36.11M0.4%-28.6%0.015%
5/7/2026 Spartan Wealth Advisory Services LLC32,847$2.62M0.2%N/A0.001%
5/6/2026 Freemont Management S.A.47,000$3.74M0.6%+258.8%0.002%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC29,500$2.35M0.4%+2.8%0.001%
5/6/2026 Pavion Blue Capital LLC48,725$3.88M1.7%-1.1%0.002%
5/6/2026 GatePass Capital LLC13,974$1.11M0.5%+3.2%0.000%
5/6/2026 Dorsey Wright & Associates93,034$7.41M0.9%+27.6%0.003%
5/6/2026 California Public Employees Retirement System6,852,010$545.49M0.3%+3.2%0.224%
5/6/2026 Clifford Swan Investment Counsel LLC437,593$34.84M1.2%-3.7%0.014%
5/6/2026 Quadrant Private Wealth Management LLC10,819$861K0.1%+1.4%0.000%
5/6/2026 Bartlett & CO. Wealth Management LLC21,420$1.70M0.0%+3.8%0.001%
5/6/2026 MTM Investment Management LLC19,142$1.52M0.5%+35.7%0.001%
5/6/2026 Zhang Financial LLC10,739$855K0.0%+330.9%0.000%
5/6/2026 Centennial Bank AR 2,209$176K0.1%-13.0%0.000%
5/6/2026 Simon Quick Advisors LLC2,961$236K0.0%-25.9%0.000%
5/6/2026 Advisortrust Partners LLC8,560$681K0.3%-18.7%0.000%
5/6/2026 Assetmark Inc.1,064,434$84.74M0.2%-2.9%0.035%
5/6/2026 Main Street Group LTD370$29K0.0%N/A0.000%
5/6/2026 AXS Investments LLC2,580$205K0.1%-5.3%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.36,290$2.89M0.2%-61.6%0.001%
5/6/2026 SteelPeak Wealth LLC51,328$4.09M0.1%+27.4%0.002%
5/6/2026 Allspring Global Investments Holdings LLC381,154$30.71M0.1%-27.2%0.012%
5/6/2026 Independent Financial Group LLC21,448$1.71M0.1%N/A0.001%
5/6/2026 Prosperity Consulting Group LLC13,073$1.04M0.0%+4.6%0.000%
5/6/2026 Frazier Financial Advisors LLC1,815$144K0.1%+18.2%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super226,394$18.02M0.3%N/A0.007%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co10,323$822K0.1%+26.8%0.000%
5/5/2026 Wealthfront Advisers LLC422,133$33.61M0.1%-3.6%0.014%
5/5/2026 Beaumont Financial Advisors LLC3,477$277K0.0%-4.2%0.000%
5/5/2026 Twin Capital Management Inc.49,837$3.97M0.5%-12.0%0.002%
5/5/2026 Marks Group Wealth Management Inc37,579$2.99M0.3%+1.4%0.001%
5/5/2026 Bank of New York Mellon Corp16,974,915$1.35B0.2%-4.4%0.555%
5/5/2026 Illinois Municipal Retirement Fund313,790$24.98M0.3%-5.0%0.010%
5/5/2026 Robinson Value Management Ltd.56,769$4.52M2.5%-1.0%0.002%
5/5/2026 Peninsula Asset Management Inc.3,851$307K0.2%N/A0.000%
5/5/2026 Geneos Wealth Management Inc.56,381$4.49M0.1%+1.4%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.2,700$215K0.0%N/A0.000%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt35,822$2.85M0.1%+3.8%0.001%
5/5/2026 Northstar Financial Companies Inc.5,058$403K0.3%-3.6%0.000%
5/5/2026 Ethos Financial Group LLC3,569$286K0.0%+16.9%0.000%
5/5/2026 Signet Financial Management LLC55,316$4.40M0.5%-1.4%0.002%
5/5/2026 Opinicus Capital Inc.11,111$885K0.6%+3.6%0.000%
5/5/2026 Sigma Planning Corp62,097$4.94M0.1%+7.8%0.002%
5/5/2026 Cornerstone Advisory LLC8,266$658K0.1%+6.5%0.000%
5/5/2026 Members Trust Co5,864$467K0.0%-54.3%0.000%
5/5/2026 Mill Capital Management LLC79,494$6.33M0.5%-2.5%0.003%
5/5/2026 1ST Source Bank14,205$1.13M0.1%+7.7%0.000%
5/5/2026 Checchi Capital Advisers LLC51,424$4.09M0.2%+3.6%0.002%
5/5/2026 RWWM Inc.1,721,344$137.04M10.0%-2.6%0.056%
5/5/2026 Maryland State Retirement & Pension System155,725$12.40M0.3%-1.2%0.005%
5/5/2026 Hillsdale Investment Management Inc.53,142$4.23M0.1%-12.2%0.002%
5/5/2026 Hartford Funds Management Co LLC20,622$1.64M0.1%+6.1%0.001%
5/5/2026 Avantax Planning Partners Inc.11,895$947K0.0%+11.4%0.000%
5/4/2026 Calamos Wealth Management LLC179,896$14.32M0.5%+2.5%0.006%
5/4/2026 AMG National Trust Bank16,515$1.32M0.0%+4.1%0.001%
5/4/2026 Retirement Planning Group LLC3,527$281K0.0%+7.4%0.000%
5/4/2026 Sterling Group Wealth Management LLC3,751$299K0.1%N/A0.000%
5/4/2026 Evernest Financial Advisors LLC5,742$463K0.1%-20.7%0.000%
5/4/2026 Check Capital Management Inc. CA4,413$351K0.0%-12.4%0.000%
5/4/2026 Mcdonald Capital Investors Inc. CA690,614$54.98M3.8%-1.3%0.023%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,837$2.69M0.0%+11.7%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC8,157$649K0.0%+49.3%0.000%
5/4/2026 Bleakley Financial Group LLC100,185$7.98M0.1%+5.5%0.003%
5/4/2026 State of Michigan Retirement System852,149$67.84M0.4%-1.6%0.028%
5/4/2026 NWF Advisory Services Inc.22,426$1.79M0.2%-21.7%0.001%
5/4/2026 TFR Capital LLC.6,600$525K0.2%+6.6%0.000%
5/4/2026 Principal Financial Group Inc.3,460,712$275.51M0.1%-1.1%0.113%
5/4/2026 Bedel Financial Consulting Inc.8,472$674K0.1%-3.0%0.000%
5/4/2026 Gratus Wealth Advisors LLC2,864$228K0.0%-39.0%0.000%


WFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,877 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 2,434 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), Two Sigma Advisers LP ($5.24M), Mawer Investment Management Ltd. ($4.88M), and Canoe Financial LP ($3.65M).

Institutional investors have bought a total of 1,153,657,518 shares in the last 24 months. This purchase volume represents approximately $93.54B in transactions.

Of the 1,349 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 ($38.14M), Primecap Management Co. CA ($13.54M), Capital International Investors ($10.27M), Price T Rowe Associates Inc. MD ($5.67M), Vanguard Group Inc. ($5.67M), Amundi ($4.96M), and State Farm Mutual Automobile Insurance Co. ($3.12M).

Institutional investors have sold a total of 156,489,565 shares in the last 24 months. This volume of shares sold represents approximately $13.14B in transactions.


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This page (NYSE:WFC) was last updated on 5/11/2026 by MarketBeat.com Staff.
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