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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,800
shares
|
$230,664
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,798
shares
|
$230,499
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,791
shares
|
$229,922
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,790
shares
|
$229,840
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,786
shares
|
$229,510
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,785
shares
|
$229,428
0.04% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,769
shares
|
$228,110
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,767
shares
|
$227,945
0.16% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,765
shares
|
$227,780
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,758
shares
|
$227,204
0.07% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,756
shares
|
$227,039
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
2,746
shares
|
$226,215
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,742
shares
|
$225,885
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,737
shares
|
$225,474
0.04% of portfolio
|
Q2 2025
Reduced 36.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,734
shares
|
$225,226
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,723
shares
|
$224,320
0.05% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,694
shares
|
$221,931
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,688
shares
|
$221,437
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$220,119
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,672
shares
|
$220,119
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
2,671
shares
|
$220,036
0.02% of portfolio
|
Q1 2025
Added 130.46%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,662
shares
|
$219,295
0.03% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
2,661
shares
|
$219,213
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,656
shares
|
$218,801
0.08% of portfolio
|
Q1 2025
Added 431.2%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
2,650
shares
|
$218,307
0.04% of portfolio
|
Q2 2025
New holding
|