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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$163,405
0.03% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$162,688
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,037
shares
|
$162,369
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,036
shares
|
$162,289
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,012
shares
|
$160,376
0.05% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,003
shares
|
$159,659
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$159,420
0.03% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,000
shares
|
$159,420
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
1,993
shares
|
$158,862
0.01% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,937
shares
|
$154,398
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Gagnon Securities LLC
|
May 09, 2025 Q1 2025 |
1,925
shares
|
$153,441
0.03% of portfolio
|
Q1 2025
Reduced 37.01%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,908
shares
|
$152,086
0.06% of portfolio
|
Q2 2024
Reduced 93.98%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,906
shares
|
$151,927
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,901
shares
|
$151,528
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,891
shares
|
$150,731
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,878
shares
|
$149,695
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,825
shares
|
$145,470
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,809
shares
|
$144,195
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,806
shares
|
$143,956
0.01% of portfolio
|
Q4 2023
Added 22.97%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,795
shares
|
$143,079
0.04% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,785
shares
|
$142,282
0.01% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,751
shares
|
$139,572
0.02% of portfolio
|
Q1 2025
Added 354.81%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,749
shares
|
$139,412
0.03% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$138,535
0.13% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,729
shares
|
$137,818
0.12% of portfolio
|
Q4 2024
New holding
|