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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,225
shares
|
$98,343
0.04% of portfolio
|
Q4 2022
Reduced 8.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,224
shares
|
$98,262
0.03% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
1,221
shares
|
$98,021
0.02% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,220
shares
|
$97,941
0.02% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
1,220
shares
|
$97,941
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,213
shares
|
$97,379
0.04% of portfolio
|
Q1 2025
Reduced 79.89%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,210
shares
|
$97,138
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,207
shares
|
$96,897
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,199
shares
|
$96,255
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,183
shares
|
$94,971
0.03% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,144
shares
|
$91,840
0.02% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,144
shares
|
$91,840
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
1,126
shares
|
$90,395
1.39% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,100
shares
|
$88,308
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$88,067
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$87,906
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,094
shares
|
$87,826
0.03% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$87,585
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,089
shares
|
$87,424
0.02% of portfolio
|
Q1 2025
Added 60.15%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,076
shares
|
$86,381
0.04% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,050
shares
|
$84,294
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,038
shares
|
$83,330
0.04% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
1,035
shares
|
$83,089
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,028
shares
|
$82,527
0.02% of portfolio
|
Q1 2025
Added 105.6%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,017
shares
|
$81,644
0.0% of portfolio
|
Q2 2025
Added 6.16%
|