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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,220
shares
|
$178,710
0.02% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,194
shares
|
$176,617
0.07% of portfolio
|
Q1 2023
Added 18.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,194
shares
|
$176,617
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,190
shares
|
$176,295
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$172,672
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,050
shares
|
$165,025
0.03% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$164,300
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,037
shares
|
$163,978
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
2,036
shares
|
$163,898
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,034
shares
|
$163,737
0.03% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
2,024
shares
|
$162,932
0.03% of portfolio
|
Q2 2025
Reduced 34.84%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
2,022
shares
|
$162,771
0.01% of portfolio
|
Q2 2025
Reduced 94.09%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,003
shares
|
$161,241
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
2,000
shares
|
$161,000
0.03% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$161,000
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,972
shares
|
$158,746
0.02% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,964
shares
|
$158,102
0.01% of portfolio
|
Q2 2025
Reduced 68.26%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,937
shares
|
$155,928
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,907
shares
|
$153,513
0.01% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,906
shares
|
$153,433
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,905
shares
|
$153,352
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,878
shares
|
$151,179
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,843
shares
|
$148,361
0.04% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,839
shares
|
$148,039
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
1,829
shares
|
$147,234
0.13% of portfolio
|
Q2 2025
New holding
|