WFC · Company research
Wells Fargo & Co. (WFC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350 | 108068000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12864 | 1029763000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2839 | 227262 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2839 | 227262 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10200 | 843081 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Pacific Advisors, LP | 1377581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784923 | 64866037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26881 | 2221432 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27256 | 2252436 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PFG Advisors | 1694435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99763 | 8244417 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7266171 | 600476371 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88515 | 7314896 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAHILL FINANCIAL ADVISORS INC | 1600327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17388 | 1436928 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7758842 | 641190703 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1968119 | 162645355 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Momentum Wealth Planning, LLC | 2087652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 841 | 973037 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9794 | 809376 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37034 | 3060513 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Canoe Financial LP | 1908219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1567786 | 129561835 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 16776 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47298 | 3908707 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sherman Asset Management, Inc. | 1736535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1729 | 142885 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2023380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6264 | 517618 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1437852 | 118824089 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZWJ INVESTMENT COUNSEL INC | 842782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28383 | 2345571 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42834 | 3539840 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WESPAC Advisors SoCal, LLC | 1668188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2517 | 208005 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 8347 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67860 | 5607915 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1106 | 91400 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Harbour Capital Advisors, LLC | 1682501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2546 | 221909 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| LiftPoint Family Wealth Advisors LLC | 2110810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3111 | 257093 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Harvest Portfolios Group Inc. | 1923739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 355259 | 29358604 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EQUITY INVESTMENT CORP | 1685771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1504825 | 124358775 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11163 | 922510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LVW Advisors, LLC | 1576053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15383 | 1271252 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 989700 | 81789 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RD Lewis Holdings, Inc. | 2046179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11305 | 988001 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7936 | 655831 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34111 | 2818922 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cache Advisors, LLC | 2052593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7100 | 586744 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92022 | 7604698 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9484 | 783733 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13817 | 1141829 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cardinal Point Capital Management ULC | 1950841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4650 | 384276 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Utah Retirement Systems | 1548392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465116 | 38437186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21013 | 1842240 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3596968 | 297253436 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GROUPAMA ASSET MANAGMENT | 1055969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125759 | 10490154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56071 | 4633707 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51463 | 4252902 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13630 | 1126362 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1220 | 100821 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambria Investment Management, L.P. | 1529389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16564 | 1368849 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3189 | 263539 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8465 | 9793561 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 695700 | 57492648 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37585 | 3106024 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rempart Asset Management Inc. | 1844571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260857 | 21557222 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4402 | 363840 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14499 | 1198220 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 26444 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7029 | 580869 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEVEN MILE ADVISORY | 1987932 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6604 | 545755 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS | 872786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209 | 17272 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aspen Grove Capital, LLC | 1806027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37594 | 3106772 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201730 | 16670961 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199406 | 16468255 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 16528 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6363 | 525838 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135740 | 11217554 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rise Advisors, LLC | 1831316 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3591 | 296766 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7158 | 591537 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93535 | 7729732 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8773 | 724966 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sunflower Bank, N.A. | 1818759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8459 | 699052 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GENESIS PRIVATE WEALTH, LLC | 1965529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5569 | 460222 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19968 | 1650158 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 804 | 66443 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381304 | 31510963 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7085 | 617529 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.