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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,204
shares
|
$263,945
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
3,201
shares
|
$263,698
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
May 15, 2025 Q1 2025 |
3,198
shares
|
$263,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,198
shares
|
$263,451
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,187
shares
|
$262,545
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$262,050
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,179
shares
|
$261,886
0.08% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,177
shares
|
$261,721
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,167
shares
|
$260,897
0.01% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
3,164
shares
|
$260,650
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$260,485
0.2% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,160
shares
|
$260,320
0.02% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,158
shares
|
$260,156
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
3,158
shares
|
$260,156
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,156
shares
|
$259,991
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,156
shares
|
$259,991
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,151
shares
|
$259,579
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,141
shares
|
$258,755
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
3,139
shares
|
$258,590
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
3,139
shares
|
$258,590
0.18% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,137
shares
|
$258,426
0.31% of portfolio
|
Q1 2025
Reduced 51.7%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
3,135
shares
|
$258,261
0.15% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
3,126
shares
|
$257,519
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,119
shares
|
$256,943
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$256,613
0.01% of portfolio
|
Q4 2024
New holding
|