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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
191
shares
|
$15,224
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
191
shares
|
$15,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
189
shares
|
$15,065
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
181
shares
|
$14,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
175
shares
|
$13,949
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
175
shares
|
$13,949
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
160
shares
|
$12,753
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
160
shares
|
$12,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
152
shares
|
$12,115
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
150
shares
|
$11,956
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
150
shares
|
$11,956
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
149
shares
|
$11,876
0.01% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
148
shares
|
$11,797
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
144
shares
|
$11,478
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
144
shares
|
$11,478
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
144
shares
|
$11,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
140
shares
|
$11,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
137
shares
|
$10,920
0.01% of portfolio
|
Q1 2025
Added 63.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
136
shares
|
$10,840
0.0% of portfolio
|
Q3 2024
Reduced 74.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
135
shares
|
$10,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
134
shares
|
$10,681
0.01% of portfolio
|
Q1 2025
Added 91.43%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
133
shares
|
$10,601
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
132
shares
|
$10,521
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
130
shares
|
$10,362
0.0% of portfolio
|
Q1 2025
Reduced 54.86%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$10,043
0.0% of portfolio
|
Q4 2022
New holding
|