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 |
|---|---|---|---|---|---|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
95,303
shares
|
$7.85 Million
0.48% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
94,318
shares
|
$7.77 Million
3.92% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
93,796
shares
|
$7.73 Million
0.28% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
93,726
shares
|
$7.72 Million
0.16% of portfolio
|
Q1 2025
Added 48.85%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
93,151
shares
|
$7.67 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
93,045
shares
|
$7.67 Million
1.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
92,602
shares
|
$7.63 Million
0.45% of portfolio
|
Q1 2024
Reduced 13.59%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
92,356
shares
|
$7.61 Million
0.22% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
91,956
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
91,776
shares
|
$7.56 Million
2.59% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
91,506
shares
|
$7.54 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
91,000
shares
|
$7.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
90,918
shares
|
$7.49 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
90,916
shares
|
$7.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
90,900
shares
|
$7.49 Million
0.25% of portfolio
|
Q2 2019
Added 265.06%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
90,222
shares
|
$7.43 Million
1.47% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
90,156
shares
|
$7.43 Million
0.07% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
90,005
shares
|
$7.41 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
89,498
shares
|
$7.37 Million
0.25% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
88,955
shares
|
$7.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
88,801
shares
|
$7.32 Million
0.27% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
88,428
shares
|
$7.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
88,052
shares
|
$7.25 Million
1.57% of portfolio
|
Q1 2018
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
87,640
shares
|
$7.22 Million
0.17% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
86,924
shares
|
$7.16 Million
0.45% of portfolio
|
Q1 2025
Reduced 13.59%
|