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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$85.39 +1.52 (+1.81%)
Closing price 07/30/2026 03:59 PM Eastern
Extended Trading
$85.53 +0.14 (+0.16%)
As of 07/30/2026 07:57 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)
1732
Total
Institutional Inflows
(last 12 months)
$17.03B
Number of
Institutional Sellers
(last 12 months)
1316
Total
Institutional Outflows
(last 12 months)
$11.48B
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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
7/31/2026 Ahara Advisors LLC43,464$3.59M1.6%+757.3%0.001%
7/27/2026 Larry Mathis Financial Planning LLC11,091$917K0.4%+1.3%0.000%
7/25/2026 Platform Technology Partners11,943$987K0.2%-8.4%0.000%
7/25/2026 SPWM Advisors LLC8,904$779K0.7%-19.6%0.000%
7/25/2026 Sunpointe LLC14,790$1.22M0.3%+227.1%0.000%
7/25/2026 TMB Capital Partners LLC17,955$1.48M0.5%-10.1%0.001%
7/25/2026 BridgePort Financial Solutions LLC5,663$468K0.1%+5.3%0.000%
7/25/2026 Xcel Wealth Management LLC5,536$457K0.1%-76.0%0.000%
7/25/2026 Bogart Wealth LLC3,279$271K0.0%+79.5%0.000%
7/25/2026 Stonebridge Financial Group LLC MO7,513$621K0.4%-9.9%0.000%
7/25/2026 Boston Trust Walden Corp14,115$1.17M0.0%-2.8%0.000%
7/25/2026 Bartlett & CO. Wealth Management LLC20,540$1.70M0.0%-4.1%0.001%
7/25/2026 CRA Financial Services LLC2,321$192K0.0%-5.1%0.000%
7/25/2026 Brookmont Capital Management49,184$4.07M2.2%+0.5%0.002%
7/25/2026 EdgeRock Capital LLC3,246$268K0.1%-23.2%0.000%
7/25/2026 Legacy Advisors LLC8,623$713K0.1%+48.7%0.000%
7/25/2026 Greenwood Gearhart LLC13,915$1.15M0.1%-66.8%0.000%
7/25/2026 Seamount Financial Group Inc.6,182$511K0.2%+4.2%0.000%
7/24/2026 Avidian Wealth Enterprises LLC16,062$1.33M0.0%-3.6%0.001%
7/24/2026 Benjamin Edwards Inc.39,388$3.26M0.0%-28.8%0.001%
7/24/2026 Compass Financial Services Inc3,442$284K0.1%-19.3%0.000%
7/24/2026 Montz Harcus Wealth Management LLC2,436$201K0.1%-8.3%0.000%
7/24/2026 XML Financial LLC8,725$721K0.1%-4.3%0.000%
7/24/2026 KPP Advisory Services LLC8,096$669K0.1%-19.5%0.000%
7/24/2026 Penobscot Investment Management Company Inc.14,587$1.21M0.1%-4.9%0.000%
7/24/2026 Vest Financial LLC474,355$39.20M0.4%+96.8%0.016%
7/24/2026 Beta Wealth Group Inc.6,707$554K0.2%+3.1%0.000%
7/24/2026 Mizuho Markets Cayman LP11,303$934K0.0%N/A0.000%
7/24/2026 PICTET BANK & TRUST Ltd27,848$2.30M2.5%+36.7%0.001%
7/24/2026 Nilsine Partners LLC30,323$2.51M0.2%+175.0%0.001%
7/24/2026 Naples Global Advisors LLC6,889$569K0.0%+7.8%0.000%
7/24/2026 Sivia Capital Partners LLC23,544$1.95M0.2%+538.2%0.001%
7/24/2026 Lodestone Wealth Management LLC1,332$110K0.0%-16.2%0.000%
7/24/2026 Signaturefd LLC73,570$6.08M0.1%-1.1%0.002%
7/24/2026 Crewe Advisors LLC3,918$324K0.0%+10.1%0.000%
7/24/2026 Vista Capital Partners Inc.6,182$511K0.0%-7.7%0.000%
7/24/2026 Cookson Peirce & Co. Inc.27,376$2.26M0.1%+11.0%0.001%
7/24/2026 Griffin Asset Management Inc.216,079$17.86M1.9%+0.2%0.007%
7/24/2026 Hunter Associates Investment Management LLC4,802$396K0.0%N/A0.000%
7/24/2026 Ignite Planners LLC5,381$445K0.1%+9.0%0.000%
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7/24/2026 Mine & Arao Wealth Creation & Management LLC.33,013$2.73M1.0%+2.0%0.001%
7/24/2026 Welch Group LLC24,719$2.04M0.1%+3.0%0.001%
7/24/2026 Forum Financial Management LP16,241$1.34M0.0%+7.7%0.001%
7/23/2026 Johnson Investment Counsel Inc.28,022$2.32M0.0%+4.9%0.001%
7/23/2026 Wealth Architects LLC7,928$655K0.1%-2.9%0.000%
7/23/2026 Anchyra Partners LLC13,500$1.12M0.3%-1.1%0.000%
7/23/2026 Capstone Wealth Management LLC7,173$593K0.3%N/A0.000%
7/23/2026 Symmetry Partners LLC3,253$269K0.0%+14.7%0.000%
7/23/2026 ERn Financial LLC3,799$314K0.1%+47.1%0.000%
7/23/2026 Nations Financial Group Inc. IA ADV16,380$1.35M0.1%+15.8%0.001%
7/23/2026 Leonard Rickey Investment Advisors P.L.L.C.5,316$439K0.1%-7.8%0.000%
7/23/2026 Mosley Wealth Management4,448$368K0.1%+2,028.2%0.000%
7/23/2026 Cornerstone Wealth Management LLC11,680$965K0.0%-21.9%0.000%
7/23/2026 Steigerwald Gordon & Koch Inc.325,174$26.87M2.7%-1.1%0.011%
7/23/2026 Warren Street Wealth Advisors LLC2,695$223K0.0%N/A0.000%
7/23/2026 ABN Amro Investment Solutions210,494$17.40M0.2%+11.3%0.007%
7/23/2026 Securian Asset Management Inc.81,318$7.12M0.3%-3.1%0.003%
7/23/2026 Apollon Wealth Management LLC77,561$6.41M0.1%+2.3%0.003%
7/23/2026 SBI Securities Co. Ltd.29,173$2.41M0.1%-3.7%0.001%
7/23/2026 Louisbourg Investments Inc.32,092$2.65M0.5%+0.8%0.001%
7/23/2026 Meridian Investment Counsel Inc.24,368$2.01M0.4%+0.8%0.001%
7/23/2026 Oakworth Capital Inc.4,169$347K0.0%+22.8%0.000%
7/23/2026 Confluence Wealth Services Inc.9,116$753K0.0%+37.8%0.000%
7/23/2026 Chris Bulman Inc4,390$363K0.1%+27.2%0.000%
7/22/2026 Exchange Traded Concepts LLC199,371$16.48M0.1%+10.6%0.007%
7/22/2026 Sippican Capital Advisors7,020$580K0.4%-2.0%0.000%
7/22/2026 Ahara Advisors LLC43,464$3.59M2.4%+757.3%0.001%
7/22/2026 Monument Capital Management11,653$963K0.2%+28.2%0.000%
7/22/2026 Allegheny Financial Group5,125$424K0.0%-3.2%0.000%
7/22/2026 Pines Wealth Management LLC8,650$715K0.2%+1.5%0.000%
7/22/2026 Clarendon Private LLC10,809$893K0.6%-1.9%0.000%
7/22/2026 Elevated Financial Group LLC3,456$286K0.1%+25.4%0.000%
7/22/2026 Synergy Asset Management LLC66,211$5.47M0.5%+3.0%0.002%
7/22/2026 Mirae Asset Global Investments Co. Ltd.687,060$56.78M0.1%+11.7%0.022%
7/22/2026 Peoples Financial Services CORP.10,252$847K0.4%-1.3%0.000%
7/22/2026 Hidden Cove Wealth Management LLC6,846$566K0.3%+1.8%0.000%
7/22/2026 E Fund Management Hong Kong Co. Ltd.737$61K0.0%+79.3%0.000%
7/22/2026 Sumitomo Mitsui DS Asset Management Company Ltd451,840$37.34M0.3%+0.2%0.015%
7/22/2026 Drive Wealth Management LLC22,128$1.83M0.3%-2.6%0.001%
7/22/2026 Balance Wealth Partners LLC60,185$4.97M1.3%+0.4%0.002%
7/22/2026 MFA Wealth Services16,712$1.38M0.8%+0.7%0.001%
7/22/2026 Raleigh Capital Management Inc.12,182$1.01M0.3%-4.2%0.000%
7/22/2026 Schaper Benz & Wise Investment Counsel Inc. WI347,471$28.72M1.9%+0.1%0.011%
7/22/2026 Greenleaf Trust72,569$6.00M0.1%-1.5%0.002%
7/21/2026 Crux Wealth Advisors17,971$1.49M0.5%-3.9%0.001%
7/21/2026 Crown Wealth Group LLC18,632$1.54M0.4%+17.2%0.001%
7/21/2026 Campbell Newman Asset Management Inc.342,138$28.27M2.1%-0.1%0.011%
7/21/2026 5T Wealth LLC23,123$1.91M0.7%+2.5%0.001%
7/21/2026 Demars Financial Group LLC3,024$250K0.1%-3.8%0.000%
7/21/2026 Murphy Pohlad Asset Management LLC12,917$1.07M0.4%-0.9%0.000%
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7/21/2026 Sculati Wealth Management LLC2,400$210K0.1%-5.4%0.000%
7/21/2026 DecisionMap Wealth Management LLC4,411$365K0.2%+14.5%0.000%
7/21/2026 Leavell Investment Management Inc.23,089$1.91M0.1%-3.5%0.001%
7/21/2026 Quantum Financial Partners LLC4,660$385K0.2%N/A0.000%
7/21/2026 Envestnet Portfolio Solutions Inc.62,339$5.15M0.0%+0.8%0.002%
7/21/2026 Physician Wealth Advisors Inc.10,941$904K0.1%-1.5%0.000%
7/21/2026 Gibraltar Capital Management Inc.82,387$6.81M1.0%+2.3%0.003%
7/21/2026 Abacus Planning Group Inc.7,016$580K0.1%-1.7%0.000%
7/21/2026 Oak Thistle LLC67,438$5.57M0.5%-5.8%0.002%
7/21/2026 Motive Wealth Advisors3,434$284K0.1%-5.4%0.000%


WFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,883 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 2,421 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 198,124,368 shares in the last 24 months. This purchase volume represents approximately $17.03B in transactions.

Of the 1,307 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 133,285,767 shares in the last 24 months. This volume of shares sold represents approximately $11.48B in transactions.


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This page (NYSE:WFC) was last updated on 7/31/2026 by MarketBeat.com Staff.
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