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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
486
shares
|
$40,036
0.02% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
482
shares
|
$39,707
0.02% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
478
shares
|
$39,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
466
shares
|
$38,389
0.02% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
452
shares
|
$37,235
0.01% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
450
shares
|
$37,071
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
450
shares
|
$37,071
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$36,247
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
435
shares
|
$35,835
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
432
shares
|
$35,588
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
428
shares
|
$35,258
0.03% of portfolio
|
Q2 2025
Added 112.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
426
shares
|
$35,093
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
411
shares
|
$33,858
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
408
shares
|
$33,611
0.0% of portfolio
|
Q1 2025
Added 397.56%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
404
shares
|
$33,281
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
400
shares
|
$32,952
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
398
shares
|
$32,787
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
386
shares
|
$31,798
0.0% of portfolio
|
Q2 2024
Added 1384.62%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
379
shares
|
$31,222
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
377
shares
|
$31,057
0.02% of portfolio
|
Q1 2025
Reduced 55.59%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
377
shares
|
$31,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$30,810
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
358
shares
|
$29,492
0.02% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
350
shares
|
$28,833
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
336
shares
|
$27,679
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|