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 2,902 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 $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
160
shares
|
$11,652
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
160
shares
|
$11,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
152
shares
|
$11,070
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
150
shares
|
$10,924
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
150
shares
|
$10,924
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
149
shares
|
$10,851
0.01% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
148
shares
|
$10,778
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
144
shares
|
$10,487
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
144
shares
|
$10,487
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
144
shares
|
$10,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
140
shares
|
$10,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
137
shares
|
$9,977
0.01% of portfolio
|
Q1 2025
Added 63.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
136
shares
|
$9,904
0.0% of portfolio
|
Q3 2024
Reduced 74.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
135
shares
|
$9,832
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
134
shares
|
$9,759
0.01% of portfolio
|
Q1 2025
Added 91.43%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
133
shares
|
$9,686
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
132
shares
|
$9,613
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
130
shares
|
$9,467
0.0% of portfolio
|
Q1 2025
Reduced 54.86%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$9,176
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
123
shares
|
$8,958
0.0% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
118
shares
|
$8,593
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
114
shares
|
$8,302
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
113
shares
|
$8,229
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
113
shares
|
$8,229
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
112
shares
|
$8,156
0.01% of portfolio
|
Q1 2025
New holding
|