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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
111
shares
|
$8,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108
shares
|
$7,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
108
shares
|
$7,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
105
shares
|
$7,647
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$7,574
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
104
shares
|
$7,574
0.0% of portfolio
|
Q1 2025
Reduced 69.5%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
101
shares
|
$7,355
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$7,283
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$7,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
100
shares
|
$7,283
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
100
shares
|
$7,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
97
shares
|
$7,064
0.0% of portfolio
|
Q1 2025
Added 193.94%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
95
shares
|
$6,918
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
90
shares
|
$6,554
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
79
shares
|
$5,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
77
shares
|
$5,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
74
shares
|
$5,389
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
73
shares
|
$5,316
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
72
shares
|
$5,243
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
72
shares
|
$5,243
0.01% of portfolio
|
Q1 2025
Reduced 75.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
68
shares
|
$4,952
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
62
shares
|
$4,515
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
61
shares
|
$4,442
0.25% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
60
shares
|
$4,369
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
58
shares
|
$4,224
0.0% of portfolio
|
Q3 2024
New holding
|