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Wells Fargo & Company (WFC)

CUSIP: 949746804 | NEW YORK | 737 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA3,967,900
0.0% of portfolio›$1.1K
Thrivent Financial for Lutherans26,891
0.0% of portfolio›$29.0K
Mackay Shields LLC14,756
0.6% of portfolio›$15.9M
Galvin, Gaustad & Stein, LLC13,050
1.1% of portfolio›$14.1M
Kestra Advisory Services, LLC9,198
0.0% of portfolio›$9.9M
Rational Advisors, Inc.8,200
0.8% of portfolio›$8.8M
KCM Investment Advisors LLC7,969
0.3% of portfolio›$8.6M
Phraction Management LLC7,616
1.5% of portfolio›$8.2M
Conning Inc.7,490
0.2% of portfolio›$8.1M
Penn Mutual Asset Management6,000
28.0% of portfolio›$6.5M
Farther Finance Advisors, LLC3,485
0.0% of portfolio›$3.8M
Spectrum Asset Management, Inc.3,437
4.9% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.3,033
0.0% of portfolio›$3.3K
Deroy & Devereaux Private Investment Counsel Inc2,913
0.0% of portfolio›$3.1K
Aegon USA Investment Management, LLC2,870
2.2% of portfolio›$3.1M
Edgemoor Investment Advisors, Inc.2,732
0.2% of portfolio›$2.9M
Hudson Capital Management LLC2,507
0.7% of portfolio›$2.7M
Calamos Advisors LLC2,063
0.0% of portfolio›$2.2M
Norris Perne & French LLP2,023
0.1% of portfolio›$2.2M
Everett Harris & Co1,606
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC1,518
0.0% of portfolio›$1.6M
Wilmington Savings Fund Society, FSB1,494
0.0% of portfolio›$1.6M
McHugh Group, LLC1,465
0.8% of portfolio›$1.6M
Montag A & Associates Inc1,404
0.1% of portfolio›$1.5M
Truist Financial Corp1,302
0.0% of portfolio›$1.4M
AGF Management LTD1,300
0.0% of portfolio›$1.4M
Apella Capital, LLC1,217
0.0% of portfolio›$1.3M
Magnus Financial Group LLC1,142
0.1% of portfolio›$1.2M
Asset Allocation & Management Company, LLC1,100
0.0% of portfolio›$1.2K
D.A. Davidson & Co.1,091
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC1,053
0.0% of portfolio›$1.1M
Marathon Capital Management1,014
0.2% of portfolio›$1.1M
BOS Asset Management, LLC928
0.2% of portfolio›$1.0M
US Bancorp \de\905
0.0% of portfolio›$976.5K
Cove Private Wealth, LLC888
0.2% of portfolio›$958.1K
Ritholtz Wealth Management860
0.0% of portfolio›$927.9K
Shrier Wealth Management, LLC855
0.3% of portfolio›$922.1K
MeadowBrook Investment Advisors LLC834
0.7% of portfolio›$884.2K
LexAurum Advisors, LLC827
0.1% of portfolio›$892.3K
Income Research & Management803
0.5% of portfolio›$865.0K
High Point Wealth Management, LLC790
0.7% of portfolio›$852.4K
Central Pacific Bank - Trust Division783
0.1% of portfolio›$844.8K
Founders Capital Management, LLC741
0.1% of portfolio›$799.5K
Pennsylvania Capital Management Inc619
0.2% of portfolio›$667.9K
Islay Capital Management, LLC595
0.3% of portfolio›$642.0K
International Assets Investment Management, LLC579
0.0% of portfolio›$624.7K
Seelaus Asset Management LLC573
0.5% of portfolio›$618.3K
Independent Wealth Network Inc.560
0.2% of portfolio›$604.7K
Creative Planning540
0.0% of portfolio›$582.0K
Pathway Financial Advisers, LLC500
0.1% of portfolio›$539.9K
Chilton Capital Management LLC482
0.0% of portfolio›$520.1K
Patriot Financial Group Insurance Agency, LLC461
0.0% of portfolio›$497.4K
Apollon Financial, LLC454
0.1% of portfolio›$490.2K
Wedbush Securities Inc425
0.0% of portfolio›$459
Pekin Hardy Strauss, Inc.404
0.0% of portfolio›$435.9K
WoodTrust Financial Corp400
0.0% of portfolio›$432
Virtue Asset Management LLC388
0.3% of portfolio›$418.6K
Aull & Monroe Investment Management Corp354
0.2% of portfolio›$382.0K
Citigroup Inc343
0.0% of portfolio›$370.1K
Woodard & Co Asset Management Group Inc321
0.1% of portfolio›$346.4K
Fifth Third Bancorp307
0.0% of portfolio›$331.2K
Thrive Wealth Management, LLC299
0.0% of portfolio›$322.6K
StoneX Group Inc.283
0.0% of portfolio›$321.3K
Moneco Advisors, LLC258
0.0% of portfolio›$278.4K
Evanson Financial, LLC250
0.0% of portfolio›$269.7K
Crew Capital Management, Ltd235
0.1% of portfolio›$253.6K
First County Bank225
0.1% of portfolio›$242.4K
Chicago Partners Investment Group LLC225
0.0% of portfolio›$240.7K
Sjbenen Advisory, LLC218
0.1% of portfolio›$235.2K
Private Trust Co NA218
0.0% of portfolio›$235.5K
Choreo, LLC196
0.0% of portfolio›$211.4K
Global Trust Asset Management, LLC190
0.1% of portfolio›$205.0K
AlphaCore Capital LLC159
0.0% of portfolio›$171.6K
Hamilton Point Investment Advisors, LLC135
0.0% of portfolio›$145.7K
Ashton Thomas Private Wealth, LLC118
0.0% of portfolio›$127.1K
Golden State Wealth Management, LLC104
0.0% of portfolio›$112.2K
Powell Investment Advisors, LLC100
0.0% of portfolio›$107.9K
Rossby Financial, LCC81
0.0% of portfolio›$87.4K
Ulland Investment Advisors, LLC64
0.0% of portfolio›$69
Angeles Wealth Management, LLC60
0.0% of portfolio›$64.6K
Blue Trust, Inc.58
0.0% of portfolio›$62.6K
IFP Advisors, Inc57
0.0% of portfolio›$61.5K
Triumph Capital Management50
0.0% of portfolio›$54.2K
Caldwell Trust Co45
0.0% of portfolio›$48.6K
Spire Wealth Management41
0.0% of portfolio›$44.2K
Beacon Financial Strategies Corp40
0.0% of portfolio›$43.2K
Wealth Enhancement Trust Services, Inc.37
0.0% of portfolio›$39.9K
Ashton Thomas Securities, LLC34
0.0% of portfolio›$36.7K
Union Savings Bank32
0.0% of portfolio›$34.5K
Lanark Financial, Inc.28
0.0% of portfolio›$30.2K
Grove Bank & Trust25
0.0% of portfolio›$27.0K
Albion Financial Group25
0.0% of portfolio›$27.0K
Beacon Investment Advisory Services, Inc.25
0.0% of portfolio›$27.0K
Capital Investment Advisory Services, LLC20
0.0% of portfolio›$21.6K
Mather Group, Llc.16
0.0% of portfolio›$17.3K
Noble Wealth Management PBC13
0.0% of portfolio›$13.9K
Entrust Financial LLC13
0.0% of portfolio›$14.0K
GGM Financial LLC12
0.0% of portfolio›$12.9K
Parallel Advisors, LLC10
0.0% of portfolio›$10.8K
SBK Financial, Inc.8
0.0% of portfolio›$8.6K
Activest Wealth Management7
0.0% of portfolio›$7.6K
GHP Investment Advisors, Inc.6
0.0% of portfolio›$6.5K
Catherine Avery Investment Management LLC5
0.0% of portfolio›$5.4K
Center for Financial Planning, Inc.5
0.0% of portfolio›$5.4K
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$5.4K
Mascoma Wealth Management LLC3
0.0% of portfolio›$3.2K
American Capital Advisory, LLC3
0.0% of portfolio›$3.2K
North Star Investment Management Corp.2
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
3,967,900$1.1K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Thrivent Financial for Lutherans
26,891$29.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Mackay Shields LLC
14,756$15.9M0.6%Deep ValueLowNew York, NY2026-10-13
Galvin, Gaustad & Stein, LLC
13,050$14.1M1.1%CoreMediumScottsdale, AZ2026-10-08
Kestra Advisory Services, LLC
9,198$9.9M0.0%CoreLowAustin, TX2026-11-02
Rational Advisors, Inc.
8,200$8.8M0.8%ETFMediumSan Juan, PR2026-11-02
KCM Investment Advisors LLC
7,969$8.6M0.3%CoreVery LowGreenbrae, CA2026-10-27
Phraction Management LLC
7,616$8.2M1.5%GrowthLowColchester, CT2026-10-14
Conning Inc.
7,490$8.1M0.2%CoreMediumHartford, CT2026-10-27
Penn Mutual Asset Management
6,000$6.5M28.0%YieldMediumConshohocken, PA2026-10-19
Farther Finance Advisors, LLC
3,485$3.8M0.0%IndexLowSan Francisco, CA2026-10-08
Spectrum Asset Management, Inc.
3,437$3.7M4.9%ETFLowStamford, CT2026-11-02
Cambridge Investment Research Advisors, Inc.
3,033$3.3K0.0%ETFLowFairfield, IA2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
2,913$3.1K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Aegon USA Investment Management, LLC
2,870$3.1M2.2%ETFVery LowCedar Rapids, IA2026-10-30
Edgemoor Investment Advisors, Inc.
2,732$2.9M0.2%CoreVery LowBethesda, MD2026-11-03
Hudson Capital Management LLC
2,507$2.7M0.7%ValueLowRamsey, NJ2026-10-20
Calamos Advisors LLC
2,063$2.2M0.0%GrowthMediumNaperville, IL2026-11-02
Norris Perne & French LLP
2,023$2.2M0.1%GrowthLowGrand Rapids, MI2026-10-23
Everett Harris & Co
1,606$1.7M0.0%CoreVery LowLos Angeles, CA2026-10-28
Commonwealth Equity Services, LLC
1,518$1.6M0.0%ETFLowWaltham, MA2026-11-02
Wilmington Savings Fund Society, FSB
1,494$1.6M0.0%CoreLowWilmington, DE2026-10-23
McHugh Group, LLC
1,465$1.6M0.8%GrowthVery LowBratenahl, OH2026-10-19
Montag A & Associates Inc
1,404$1.5M0.1%CoreLowAtlanta, GA2026-10-29
Truist Financial Corp
1,302$1.4M0.0%CoreLowCharlotte, NC2026-10-30
AGF Management LTD
1,300$1.4M0.0%GrowthHighToronto, Australia2026-11-03
Apella Capital, LLC
1,217$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Magnus Financial Group LLC
1,142$1.2M0.1%ETFLowNew York, NY2026-10-21
Asset Allocation & Management Company, LLC
1,100$1.2K0.0%ETFLowChicago, IL2026-10-13
D.A. Davidson & Co.
1,091$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Enhancement Advisory Services, LLC
1,053$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Marathon Capital Management
1,014$1.1M0.2%CoreLowHunt Valley, MD2026-10-23
BOS Asset Management, LLC
928$1.0M0.2%ETFLowSpringfield, IL2026-10-09
US Bancorp \de\
905$976.5K0.0%IndexLowMinneapolis, MN2026-11-05
Cove Private Wealth, LLC
888$958.1K0.2%GrowthLowOyster Bay Cove, NY2026-10-28
Ritholtz Wealth Management
860$927.9K0.0%IndexLowNew York, NY2026-11-05
Shrier Wealth Management, LLC
855$922.1K0.3%CoreVery LowLos Angeles, CA2026-10-20
MeadowBrook Investment Advisors LLC
834$884.2K0.7%CoreLowLivonia, MI2026-10-29
LexAurum Advisors, LLC
827$892.3K0.1%ETFLowOverland Park, KS2026-10-19
Income Research & Management
803$865.0K0.5%N/AN/ABoston, MA2026-10-21
High Point Wealth Management, LLC
790$852.4K0.7%ETFLowChester, NJ2026-11-05
Central Pacific Bank - Trust Division
783$844.8K0.1%CoreMediumHonolulu, HI2026-10-06
Founders Capital Management, LLC
741$799.5K0.1%CoreVery LowHartford, CT2026-10-23
Pennsylvania Capital Management Inc
619$667.9K0.2%GrowthLowHuntingdon Valley, PA2026-11-05
Islay Capital Management, LLC
595$642.0K0.3%ETFMediumLubbock, TX2026-10-20
International Assets Investment Management, LLC
579$624.7K0.0%CoreVery HighOrlando, FL2026-11-02
Seelaus Asset Management LLC
573$618.3K0.5%GrowthMediumChatham, NJ2026-10-14
Independent Wealth Network Inc.
560$604.7K0.2%ETFMediumUrbandale, IA2026-10-19
Creative Planning
540$582.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Pathway Financial Advisers, LLC
500$539.9K0.1%CoreLowAuburn, IN2026-10-27
Chilton Capital Management LLC
482$520.1K0.0%GrowthMediumHouston, TX2026-10-28
Patriot Financial Group Insurance Agency, LLC
461$497.4K0.0%GrowthLowWalpole, MA2026-10-14
Apollon Financial, LLC
454$490.2K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Wedbush Securities Inc
425$4590.0%CoreLowPasadena, CA2026-10-22
Pekin Hardy Strauss, Inc.
404$435.9K0.0%ValueMediumChicago, IL2026-11-02
WoodTrust Financial Corp
400$4320.0%CoreLowWisconsin Rapids, WI2026-10-09
Virtue Asset Management LLC
388$418.6K0.3%CoreLowBarrington, IL2026-10-21
Aull & Monroe Investment Management Corp
354$382.0K0.2%CoreVery LowMobile, AL2026-10-16
Citigroup Inc
343$370.1K0.0%CoreMediumNew York, NY2026-11-04
Woodard & Co Asset Management Group Inc
321$346.4K0.1%ETFMediumBermuda Run, NC2026-11-03
Fifth Third Bancorp
307$331.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Thrive Wealth Management, LLC
299$322.6K0.0%ETFVery LowAudubon, PA2026-10-13
StoneX Group Inc.
283$321.3K0.0%ETFMediumNew York, NY2026-11-03
Moneco Advisors, LLC
258$278.4K0.0%ETFLowFairfield, CT2026-11-05
Evanson Financial, LLC
250$269.7K0.0%ETFN/AMclean, VA2026-10-23
Crew Capital Management, Ltd
235$253.6K0.1%GrowthMediumCincinnati, OH2026-10-28
First County Bank
225$242.4K0.1%GrowthLowStamford, CT2026-10-13
Chicago Partners Investment Group LLC
225$240.7K0.0%GARPLowChicago, IL2026-10-27
Sjbenen Advisory, LLC
218$235.2K0.1%ETFLowChapel Hill, NC2026-10-19
Private Trust Co NA
218$235.5K0.0%CoreLowCleveland, OH2026-10-20
Choreo, LLC
196$211.4K0.0%IndexLowRockford, IL2026-10-28
Global Trust Asset Management, LLC
190$205.0K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
AlphaCore Capital LLC
159$171.6K0.0%ETFLowLa Jolla, CA2026-11-04
Hamilton Point Investment Advisors, LLC
135$145.7K0.0%CoreLowChapel Hill, NC2026-11-03
Ashton Thomas Private Wealth, LLC
118$127.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Golden State Wealth Management, LLC
104$112.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Powell Investment Advisors, LLC
100$107.9K0.0%ETFVery LowMiami, FL2026-10-22
Rossby Financial, LCC
81$87.4K0.0%ETFMediumMelbourne, FL2026-11-05
Ulland Investment Advisors, LLC
64$690.0%GrowthVery LowMinneapolis, MN2026-10-13
Angeles Wealth Management, LLC
60$64.6K0.0%ETFLowSanta Monica, CA2026-10-26
Blue Trust, Inc.
58$62.6K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
57$61.5K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
50$54.2K0.0%ETFMediumDenver, CO2026-10-14
Caldwell Trust Co
45$48.6K0.0%GrowthLowVenice, FL2026-10-30
Spire Wealth Management
41$44.2K0.0%GrowthMediumMclean, VA2026-10-30
Beacon Financial Strategies Corp
40$43.2K0.0%ETFVery LowRaleigh, NC2026-10-14
Wealth Enhancement Trust Services, Inc.
37$39.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Ashton Thomas Securities, LLC
34$36.7K0.0%ETFMediumRochester, NY2026-10-26
Union Savings Bank
32$34.5K0.0%CoreLowLitchfield, CT2026-10-14
Lanark Financial, Inc.
28$30.2K0.0%CoreMediumBirmingham, AL2026-10-26
Grove Bank & Trust
25$27.0K0.0%ETFLowMiami, FL2026-10-08
Albion Financial Group
25$27.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Beacon Investment Advisory Services, Inc.
25$27.0K0.0%GrowthLowMorristown, NJ2026-10-13
Capital Investment Advisory Services, LLC
20$21.6K0.0%CoreMediumRaleigh, NC2026-10-30
Mather Group, Llc.
16$17.3K0.0%ETFMediumChicago, IL2026-10-14
Noble Wealth Management PBC
13$13.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Entrust Financial LLC
13$14.0K0.0%ETFLowWayne, PA2026-11-04
GGM Financial LLC
12$12.9K0.0%ETFMediumColumbus, OH2026-11-05
Parallel Advisors, LLC
10$10.8K0.0%IndexLowSan Francisco, CA2026-11-03
SBK Financial, Inc.
8$8.6K0.0%N/AN/ARichmond, VA2026-11-02
Activest Wealth Management
7$7.6K0.0%ETFLowAventura, FL2026-10-15
GHP Investment Advisors, Inc.
6$6.5K0.0%CoreVery LowDenver, CO2026-10-15
Catherine Avery Investment Management LLC
5$5.4K0.0%CoreMediumLongboat Key, FL2026-10-14
Center for Financial Planning, Inc.
5$5.4K0.0%ETFLowSouthfied, MI2026-10-26
EverSource Wealth Advisors, LLC
5$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Mascoma Wealth Management LLC
3$3.2K0.0%ETFVery LowHanover, NH2026-10-23
American Capital Advisory, LLC
3$3.2K0.0%ETFLowKetchum, ID2026-10-28
North Star Investment Management Corp.
2$2.2K0.0%CoreLowChicago, IL2026-10-27