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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,403
shares
|
$280,339
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,400
shares
|
$280,092
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
3,399
shares
|
$280,009
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
3,398
shares
|
$279,927
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,393
shares
|
$279,515
0.01% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
3,368
shares
|
$277,455
0.05% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
3,365
shares
|
$277,208
0.03% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
3,362
shares
|
$276,961
0.08% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
3,358
shares
|
$276,632
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,351
shares
|
$276,055
0.07% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,351
shares
|
$276,055
0.01% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
3,348
shares
|
$275,808
0.05% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
3,344
shares
|
$275,478
0.05% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$275,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,335
shares
|
$274,737
0.03% of portfolio
|
Q1 2025
Reduced 95.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3,332
shares
|
$274,490
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
3,332
shares
|
$274,490
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
3,328
shares
|
$274,160
0.09% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
3,328
shares
|
$274,160
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
3,326
shares
|
$273,995
0.14% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
3,326
shares
|
$273,995
0.13% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,320
shares
|
$273,501
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
3,316
shares
|
$273,172
0.14% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,314
shares
|
$273,007
0.1% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,311
shares
|
$272,760
0.07% of portfolio
|
Q2 2025
Added 0.61%
|