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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,513
shares
|
$121,796
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$120,750
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,491
shares
|
$120,025
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$119,945
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,485
shares
|
$119,542
0.05% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,479
shares
|
$119,059
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$119,059
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$117,530
0.09% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$116,242
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,435
shares
|
$115,517
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,431
shares
|
$115,195
0.02% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,425
shares
|
$114,712
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,413
shares
|
$113,746
0.09% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
1,406
shares
|
$113,183
0.02% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,400
shares
|
$112,700
0.09% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,392
shares
|
$112,056
0.02% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1,380
shares
|
$111,090
0.17% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,372
shares
|
$110,446
0.02% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,353
shares
|
$108,916
0.12% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,346
shares
|
$108,353
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,346
shares
|
$108,353
0.03% of portfolio
|
Q2 2025
Added 52.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,341
shares
|
$107,950
0.02% of portfolio
|
Q2 2025
Added 496.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,324
shares
|
$106,582
0.02% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$105,294
0.01% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,305
shares
|
$105,052
0.05% of portfolio
|
Q2 2022
Reduced 24.39%
|