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 |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
580
shares
|
$46,231
0.04% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
576
shares
|
$45,912
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
576
shares
|
$45,912
0.02% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
562
shares
|
$44,797
0.02% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
561
shares
|
$44,717
0.02% of portfolio
|
Q2 2024
Reduced 85.1%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
558
shares
|
$44,478
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
553
shares
|
$44,079
0.02% of portfolio
|
Q2 2023
Added 943.4%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
536
shares
|
$42,724
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
527
shares
|
$42,007
0.02% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
523
shares
|
$41,688
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
521
shares
|
$41,528
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
521
shares
|
$41,528
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
506
shares
|
$40,333
0.02% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
505
shares
|
$40,253
0.03% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
500
shares
|
$39,855
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
500
shares
|
$39,855
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
490
shares
|
$39,057
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
486
shares
|
$38,739
0.02% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
482
shares
|
$38,420
0.02% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
478
shares
|
$38,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
477
shares
|
$38,021
0.01% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
466
shares
|
$37,144
0.02% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
452
shares
|
$36,028
0.01% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
450
shares
|
$35,869
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
450
shares
|
$35,869
0.04% of portfolio
|
Q4 2024
New holding
|