WFC-L Institutional Ownership & Shareholders

WELLS FARGO CO NEW (WFC-L) is currently held by 249 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.61B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Voya Investment Management Llc is currently the largest disclosed institutional shareholder of WFC-L tracked by InsiderSet, reporting ownership valued at approximately $664.95M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed WFC-L value among the investors covered in this analysis. Major shareholders include Voya Investment Management Llc, Blackrock, Inc., First Trust Advisors Lp, and several other long-term asset managers with concentrated positions in WELLS FARGO CO NEW (WFC-L).

This page ranks the largest institutional WFC-L shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

249

Total Reported Value

$2.61B

Largest Holder

Voya Investment Management Llc

Largest Position

$664.95M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

31

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Voya Investment Management Llc0.58%574,721$664,952,197———
Blackrock, Inc.0.00%270,223$312,648,011———
First Trust Advisors Lp0.11%158,555$183,448,135———
Advent Capital Management4.02%152,080$176,556,891———
Victory Capital Management Inc0.05%74,026$85,648,082———
State Street Corp0.00%59,858$69,339,159———
Stonebridge Advisors Llc83.27%59,744$69,142,288———
Manufacturers Life Insurance Company, The0.05%56,500$65,593,534———
Allianz Asset Management Gmbh0.06%53,940$62,408,580———
Mirae Asset Global Etfs Holdings Ltd.0.06%46,731$54,067,767———
Invesco Ltd.0.00%46,014$53,238,198———
Nuveen, Llc0.01%45,288$52,398,216———
Morgan Stanley0.00%41,968$48,558,633———
Fmr Llc0.00%41,074$47,520,462———
Wellington Management Group Llp0.01%34,207$39,625,489———
Thrivent Financial For Lutherans0.06%30,884$35,733,000———
Bank Of America Corp0.00%28,528$33,007,127———
Focus Partners Wealth0.03%25,922$29,990,751———
First Eagle U.S. ValueJean-Marie Eveillard0.05%25,741$29,782,337———
Verition Fund Management Llc0.16%19,129,000$22,207,765———
Royal Bank Of Canada0.00%18,266$21,134,000———
Ssi Investment Management Llc1.13%16,774$19,406,638———
Pier 88 Investment Partners Llc4.48%16,280$18,835,960———
Mackay Shields Llc0.58%14,756$15,949,469———
New England Asset Management Inc1.78%13,275$15,359,175———
Galvin, Gaustad & Stein, Llc1.06%13,050$14,080,820———
Camden Asset Management L P0.36%10,594$12,256,702———
Stratos Wealth Partners, Ltd.0.11%9,738$11,266,911———
Cohen & Steers, Inc.0.02%9,386$10,860,000———
Ubs Group Ag0.00%9,118$10,549,526———
Crawford Investment Counsel Inc0.16%8,465$9,793,561———
Raymond James Financial Inc0.00%8,253$9,549,099———
Stifel Financial Corp0.01%8,207$9,495,466———
Rational Advisors, Inc.0.87%8,200$9,487,400———
Rb Capital Management, Llc1.85%8,167$9,449,795———
Lpl Financial Llc0.00%8,124$9,400,004———
Kcm Investment Advisors Llc0.26%7,969$8,598,823———
Phraction Management Llc1.91%7,616$8,217,588———
Conning Inc.0.25%7,490$8,081,635———
Lord, Abbett & Co. Llc0.02%6,912$7,997,000———
Kestra Advisory Services, Llc0.03%6,889$7,970,573———
Baird Financial Group, Inc.0.01%6,133$7,095,881———
Russell Investments Group, Ltd.0.01%5,904,000$6,830,928———
Penn Mutual Asset Management28.00%6,000$6,473,940———
Icon Advisers Inc/Co1.17%5,383$6,228,131———
Ameritas Advisory Services, Llc0.12%5,095$5,894,915———
Alliancebernstein L.P.0.00%5,049$5,831,595———
Whalerock Point Partners, Llc0.99%5,025$5,813,925———
Wells Fargo & Company/Mn0.00%4,542$5,254,615———
First Manhattan Co. Llc.0.01%4,473$5,175,261———
Showing 50 of 248

Frequently asked questions about WFC-L

  • Who are the largest institutional holders of WFC-L?

    The largest institutional holders of WFC-L reported in the latest SEC Form 13F filings include Voya Investment Management Llc, Blackrock, Inc., First Trust Advisors Lp, Advent Capital Management, and Victory Capital Management Inc. InsiderSet ranks institutional holders by their latest reported WFC-L position.

  • What is WFC-L institutional ownership?

    This page tracks WFC-L positions reported by institutional investment managers through SEC Form 13F. WELLS FARGO CO NEW (WFC-L) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WFC-L?

    InsiderSet currently tracks 249 institutional managers reporting WFC-L holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WFC-L shareholders.

  • How much WFC-L stock do institutions own?

    Institutional investment managers disclosed approximately $2.61B in WFC-L holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WFC-L institutional ownership last updated?

    The latest WFC-L institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WFC-L holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WFC-L position after the reporting date.

  • Are institutions buying or selling WFC-L?

    Institutional buying and selling can be analyzed by comparing WFC-L positions across consecutive 13F reporting periods. InsiderSet's WFC-L Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WFC-L ownership changes.

  • How has WFC-L institutional ownership changed over time?

    InsiderSet tracks WFC-L institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.