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 2,933 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$79,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$79,710
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$78,036
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
979
shares
|
$78,036
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
928
shares
|
$73,970
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
928
shares
|
$73,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
902
shares
|
$71,898
0.0% of portfolio
|
Q1 2025
Reduced 34.83%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
896
shares
|
$71,420
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
890
shares
|
$70,941
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
887
shares
|
$70,702
0.07% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
882
shares
|
$70,304
0.01% of portfolio
|
Q2 2025
Added 81.86%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
882
shares
|
$70,304
0.02% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
880
shares
|
$70,144
0.03% of portfolio
|
Q2 2025
Added 1013.92%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
879
shares
|
$70,065
0.01% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
869
shares
|
$69,267
0.03% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
868
shares
|
$69,188
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
865
shares
|
$68,949
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
865
shares
|
$68,949
0.06% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
854
shares
|
$68,072
0.01% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
842
shares
|
$67,115
0.02% of portfolio
|
Q1 2025
Added 4110.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
839
shares
|
$66,876
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
833
shares
|
$66,398
0.01% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$66,239
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
829
shares
|
$66,079
0.03% of portfolio
|
Q1 2025
Added 95.52%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
818
shares
|
$65,202
0.06% of portfolio
|
Q1 2025
Added 2.63%
|