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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
817
shares
|
$65,123
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
804
shares
|
$64,086
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
800
shares
|
$63,767
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
796
shares
|
$63,449
0.03% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
792
shares
|
$63,130
0.02% of portfolio
|
Q1 2025
Added 73.3%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
783
shares
|
$62,412
0.0% of portfolio
|
Q1 2025
Added 95.75%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
780
shares
|
$62,173
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
770
shares
|
$61,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
767
shares
|
$61,137
0.0% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
758
shares
|
$60,420
0.04% of portfolio
|
Q1 2025
Added 41.68%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
742
shares
|
$59,144
0.04% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$58,586
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
733
shares
|
$58,427
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
728
shares
|
$58,028
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
724
shares
|
$57,710
0.04% of portfolio
|
Q4 2023
Reduced 69.5%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
657
shares
|
$52,369
0.01% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
654
shares
|
$52,130
0.04% of portfolio
|
Q1 2025
Reduced 32.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
627
shares
|
$49,978
0.01% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
620
shares
|
$49,420
0.01% of portfolio
|
Q2 2024
Reduced 87.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
602
shares
|
$47,985
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
600
shares
|
$47,825
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$47,825
0.03% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
598
shares
|
$47,666
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
583
shares
|
$46,470
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
581
shares
|
$46,311
0.03% of portfolio
|
Q4 2024
New holding
|