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 2,936 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 $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,751
shares
|
$140,570
0.02% of portfolio
|
Q1 2025
Added 354.81%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,749
shares
|
$140,409
0.03% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$139,526
0.13% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,729
shares
|
$138,804
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,704
shares
|
$136,797
0.11% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,695
shares
|
$136,074
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,681
shares
|
$134,950
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
1,665
shares
|
$133,666
0.05% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,657
shares
|
$133,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,626
shares
|
$130,535
0.04% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,610
shares
|
$129,250
0.02% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,604
shares
|
$128,769
0.03% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,548
shares
|
$124,273
0.01% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,546
shares
|
$124,112
0.05% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,542
shares
|
$123,791
0.03% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,541
shares
|
$123,711
0.07% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,532
shares
|
$122,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,513
shares
|
$121,463
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$120,420
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,491
shares
|
$119,697
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$119,617
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,484
shares
|
$119,135
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$118,734
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,471
shares
|
$118,091
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,463
shares
|
$117,449
0.04% of portfolio
|
Q3 2024
Reduced 21.47%
|