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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
3,110
shares
|
$256,201
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
3,106
shares
|
$255,872
0.09% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$255,378
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
3,086
shares
|
$254,224
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,086
shares
|
$254,224
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$254,059
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
3,083
shares
|
$253,977
0.15% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,077
shares
|
$253,483
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
3,074
shares
|
$253,236
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,072
shares
|
$253,071
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,070
shares
|
$252,906
0.06% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,069
shares
|
$252,824
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
3,068
shares
|
$252,741
0.05% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
3,064
shares
|
$252,412
0.04% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,064
shares
|
$252,412
0.04% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
3,050
shares
|
$251,259
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,048
shares
|
$251,094
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
3,047
shares
|
$251,011
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,047
shares
|
$251,011
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,045
shares
|
$250,847
0.02% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
3,045
shares
|
$250,847
0.04% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,040
shares
|
$250,435
0.08% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
3,029
shares
|
$249,529
0.1% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
3,028
shares
|
$249,446
0.1% of portfolio
|
Q1 2025
Added 20.25%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
3,027
shares
|
$249,364
0.2% of portfolio
|
Q1 2025
Reduced 3.66%
|