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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
842
shares
|
$69,363
0.02% of portfolio
|
Q1 2025
Added 4110.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
839
shares
|
$69,116
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
833
shares
|
$68,622
0.01% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$68,457
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
829
shares
|
$68,293
0.03% of portfolio
|
Q1 2025
Added 95.52%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
818
shares
|
$67,386
0.06% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
817
shares
|
$67,304
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
804
shares
|
$66,233
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
800
shares
|
$65,904
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
796
shares
|
$65,574
0.03% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
792
shares
|
$65,244
0.02% of portfolio
|
Q1 2025
Added 73.3%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
783
shares
|
$64,503
0.0% of portfolio
|
Q1 2025
Added 95.75%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
780
shares
|
$64,256
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
770
shares
|
$63,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
767
shares
|
$63,185
0.0% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
758
shares
|
$62,444
0.04% of portfolio
|
Q1 2025
Added 41.68%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
742
shares
|
$61,125
0.04% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$60,549
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
733
shares
|
$60,384
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
728
shares
|
$59,972
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
724
shares
|
$59,643
0.04% of portfolio
|
Q4 2023
Reduced 69.5%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
657
shares
|
$54,123
0.01% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
654
shares
|
$53,876
0.04% of portfolio
|
Q1 2025
Reduced 32.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
627
shares
|
$51,652
0.01% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
620
shares
|
$51,075
0.01% of portfolio
|
Q2 2024
Reduced 87.32%
|