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 2,941 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 |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,549
shares
|
$292,366
0.27% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,531
shares
|
$290,883
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
3,506
shares
|
$288,824
0.11% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,500
shares
|
$288,330
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,486
shares
|
$287,176
0.02% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
3,486
shares
|
$287,176
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
3,479
shares
|
$286,600
0.09% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,474
shares
|
$286,188
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,473
shares
|
$286,105
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,468
shares
|
$285,693
0.03% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
3,465
shares
|
$285,446
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,457
shares
|
$284,787
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
3,457
shares
|
$284,787
0.07% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,452
shares
|
$284,375
0.26% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
3,450
shares
|
$284,211
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
3,444
shares
|
$283,716
0.13% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,441
shares
|
$283,469
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,440
shares
|
$283,387
0.11% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,438
shares
|
$283,222
0.1% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
3,434
shares
|
$282,892
0.12% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,433
shares
|
$282,810
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
3,421
shares
|
$281,821
0.08% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,420
shares
|
$281,739
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,409
shares
|
$280,833
0.1% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,406
shares
|
$280,586
0.01% of portfolio
|
Q1 2025
Added 1.79%
|