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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$35,072
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
435
shares
|
$34,673
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
430
shares
|
$34,275
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
428
shares
|
$34,115
0.03% of portfolio
|
Q2 2025
Added 112.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
426
shares
|
$33,956
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
411
shares
|
$32,760
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
408
shares
|
$32,521
0.0% of portfolio
|
Q1 2025
Added 397.56%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
404
shares
|
$32,202
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
400
shares
|
$31,883
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
398
shares
|
$31,724
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
386
shares
|
$30,768
0.0% of portfolio
|
Q2 2024
Added 1384.62%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
379
shares
|
$30,210
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
377
shares
|
$30,050
0.02% of portfolio
|
Q1 2025
Reduced 55.59%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
377
shares
|
$30,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$29,811
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
358
shares
|
$28,536
0.02% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
350
shares
|
$27,898
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
336
shares
|
$26,782
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
330
shares
|
$26,304
0.01% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
327
shares
|
$26,065
0.02% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
320
shares
|
$25,507
0.01% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
308
shares
|
$24,550
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$24,550
0.01% of portfolio
|
Q4 2024
Added 289.87%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
302
shares
|
$24,072
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
302
shares
|
$24,072
0.02% of portfolio
|
Q4 2024
New holding
|