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 |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
2,661
shares
|
$214,210
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,660
shares
|
$214,130
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,658
shares
|
$213,969
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
2,658
shares
|
$213,969
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
2,650
shares
|
$213,325
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
2,650
shares
|
$213,325
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,650
shares
|
$213,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,646
shares
|
$213,003
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,644
shares
|
$212,842
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,638
shares
|
$212,359
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
2,638
shares
|
$212,359
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
2,636
shares
|
$212,198
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
2,635
shares
|
$212,117
0.17% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,629
shares
|
$211,634
0.12% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
2,621
shares
|
$210,990
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,619
shares
|
$210,829
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,616
shares
|
$210,588
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
2,609
shares
|
$210,024
0.09% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,605
shares
|
$209,702
0.07% of portfolio
|
Q4 2022
Added 6.76%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
2,596
shares
|
$208,978
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,592
shares
|
$208,656
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,585
shares
|
$208,092
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,574
shares
|
$207,207
0.1% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,572
shares
|
$207,046
0.09% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
2,567
shares
|
$206,643
0.02% of portfolio
|
Q2 2025
New holding
|