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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
2,564
shares
|
$206,402
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,557
shares
|
$205,838
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,556
shares
|
$205,758
0.08% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,550
shares
|
$205,275
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,550
shares
|
$205,275
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
2,550
shares
|
$205,275
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
2,544
shares
|
$204,792
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
2,539
shares
|
$204,389
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,538
shares
|
$204,309
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,534
shares
|
$203,987
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,533
shares
|
$203,906
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,525
shares
|
$203,262
0.15% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
2,509
shares
|
$201,974
0.04% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,503
shares
|
$201,491
0.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,500
shares
|
$201,250
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$201,250
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
2,496
shares
|
$200,928
0.0% of portfolio
|
Q2 2025
Added 8814.29%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,473
shares
|
$199,076
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,437
shares
|
$196,178
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$194,005
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,408
shares
|
$193,844
0.15% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,366
shares
|
$190,463
0.04% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,350
shares
|
$189,175
0.09% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,322
shares
|
$186,921
0.02% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,267
shares
|
$182,493
0.02% of portfolio
|
Q4 2024
Reduced 41.13%
|