Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 2,943 institutions that hold shares in the stock, with a total of 2.29 Billion shares, which have been reported (via 13F filing form) to have a value of $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,194
shares
|
$180,741
0.07% of portfolio
|
Q1 2023
Added 18.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,194
shares
|
$180,741
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,191
shares
|
$180,494
0.09% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,162
shares
|
$178,105
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$176,705
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$173,492
0.0% of portfolio
|
Q1 2025
Added 45.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,085
shares
|
$171,762
0.03% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,061
shares
|
$169,785
0.01% of portfolio
|
Q1 2025
Added 48.81%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,051
shares
|
$168,961
0.05% of portfolio
|
Q1 2025
Added 1344.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$168,879
0.03% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$168,137
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,037
shares
|
$167,808
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
2,036
shares
|
$167,725
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
2,024
shares
|
$166,737
0.03% of portfolio
|
Q2 2025
Reduced 34.84%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,012
shares
|
$165,748
0.05% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,003
shares
|
$165,007
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$164,760
0.03% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$164,760
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
1,993
shares
|
$164,183
0.01% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,937
shares
|
$159,570
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,908
shares
|
$157,181
0.06% of portfolio
|
Q2 2024
Reduced 93.98%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,906
shares
|
$157,016
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,901
shares
|
$156,604
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,891
shares
|
$155,780
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,878
shares
|
$154,709
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|