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 |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,050
shares
|
$86,499
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,038
shares
|
$85,510
0.04% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
1,035
shares
|
$85,263
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,017
shares
|
$83,780
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,014
shares
|
$83,533
0.03% of portfolio
|
Q2 2025
Reduced 40.84%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,006
shares
|
$82,874
0.02% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,003
shares
|
$82,627
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$82,380
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$82,380
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$80,650
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
979
shares
|
$80,650
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
928
shares
|
$76,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
928
shares
|
$76,448
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
902
shares
|
$74,306
0.0% of portfolio
|
Q1 2025
Reduced 34.83%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
896
shares
|
$73,812
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
890
shares
|
$73,318
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
887
shares
|
$73,071
0.07% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
882
shares
|
$72,659
0.01% of portfolio
|
Q2 2025
Added 81.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
880
shares
|
$72,494
0.03% of portfolio
|
Q2 2025
Added 1013.92%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
879
shares
|
$72,412
0.01% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
869
shares
|
$71,588
0.03% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
868
shares
|
$71,505
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
865
shares
|
$71,258
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
865
shares
|
$71,258
0.06% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
854
shares
|
$70,352
0.01% of portfolio
|
Q2 2025
Added 19.27%
|