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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$121,840
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,471
shares
|
$121,180
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,463
shares
|
$120,521
0.04% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$120,274
0.07% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$118,956
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,435
shares
|
$118,215
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,431
shares
|
$117,885
0.02% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,425
shares
|
$117,391
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,410
shares
|
$116,155
0.1% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,406
shares
|
$115,826
0.01% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,400
shares
|
$115,332
0.09% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,380
shares
|
$113,684
0.19% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,372
shares
|
$113,025
0.02% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,371
shares
|
$112,942
0.1% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,353
shares
|
$111,460
0.12% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,346
shares
|
$110,883
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,346
shares
|
$110,883
0.03% of portfolio
|
Q2 2025
Added 52.61%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,324
shares
|
$109,071
0.02% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,313
shares
|
$108,164
0.0% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,305
shares
|
$107,505
0.05% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,300
shares
|
$107,094
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,300
shares
|
$107,094
0.02% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,294
shares
|
$106,599
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,293
shares
|
$106,517
0.05% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,275
shares
|
$105,034
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|