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 2,933 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
2,567
shares
|
$204,615
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,557
shares
|
$203,818
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,550
shares
|
$203,260
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,527
shares
|
$201,427
0.1% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,520
shares
|
$200,869
0.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,520
shares
|
$200,869
0.01% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,499
shares
|
$199,195
0.1% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,475
shares
|
$197,282
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
2,437
shares
|
$194,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$192,101
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,408
shares
|
$191,941
0.14% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,360
shares
|
$188,115
0.02% of portfolio
|
Q1 2025
Added 24.41%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,322
shares
|
$185,086
0.02% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,267
shares
|
$180,702
0.02% of portfolio
|
Q4 2024
Reduced 41.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,220
shares
|
$176,956
0.02% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,200
shares
|
$175,362
0.08% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,194
shares
|
$174,883
0.07% of portfolio
|
Q1 2023
Added 18.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,194
shares
|
$174,883
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,191
shares
|
$174,644
0.09% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,162
shares
|
$172,333
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$170,977
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$167,869
0.0% of portfolio
|
Q1 2025
Added 45.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,085
shares
|
$166,195
0.03% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,061
shares
|
$164,282
0.01% of portfolio
|
Q1 2025
Added 48.81%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,051
shares
|
$163,485
0.05% of portfolio
|
Q1 2025
Added 1344.37%
|