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 3,019 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 $195 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,809
shares
|
$145,624
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,806
shares
|
$145,383
0.01% of portfolio
|
Q4 2023
Added 22.97%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
1,788
shares
|
$143,934
0.11% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,785
shares
|
$143,692
0.01% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,779
shares
|
$143,209
0.04% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,779
shares
|
$143,209
0.09% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,753
shares
|
$141,116
0.08% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,751
shares
|
$140,955
0.02% of portfolio
|
Q1 2025
Added 354.81%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$139,909
0.13% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,729
shares
|
$139,184
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,720
shares
|
$138,460
0.04% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,716
shares
|
$138,138
0.21% of portfolio
|
Q2 2025
Reduced 82.9%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,704
shares
|
$137,172
0.11% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,695
shares
|
$136,447
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,695
shares
|
$136,447
0.05% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,681
shares
|
$135,320
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
1,665
shares
|
$134,032
0.05% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,657
shares
|
$133,388
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,653
shares
|
$133,066
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,617
shares
|
$130,168
0.04% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,610
shares
|
$129,605
0.02% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,604
shares
|
$129,122
0.03% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,548
shares
|
$124,614
0.01% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,543
shares
|
$124,211
0.01% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,533
shares
|
$123,406
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|