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 3,020 institutions that hold shares in the stock, with a total of 2.32 Billion shares, which have been reported (via 13F filing form) to have a value of $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,769
shares
|
$222,904
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,767
shares
|
$222,743
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,765
shares
|
$222,582
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
2,750
shares
|
$221,375
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
2,746
shares
|
$221,053
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,742
shares
|
$220,731
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,739
shares
|
$220,489
0.02% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,737
shares
|
$220,328
0.04% of portfolio
|
Q2 2025
Reduced 36.45%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,734
shares
|
$220,087
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,731
shares
|
$219,845
0.16% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,728
shares
|
$219,604
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,723
shares
|
$219,201
0.05% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
2,722
shares
|
$219,121
0.03% of portfolio
|
Q2 2025
Reduced 43.95%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,720
shares
|
$218,960
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
2,715
shares
|
$218,557
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,701
shares
|
$217,430
0.27% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,700
shares
|
$217,350
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$217,350
0.0% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$217,350
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
2,691
shares
|
$216,625
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,688
shares
|
$216,384
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$215,096
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
2,670
shares
|
$214,935
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,667
shares
|
$214,693
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,662
shares
|
$214,291
0.03% of portfolio
|
Q2 2025
Reduced 6.66%
|