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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,300
shares
|
$104,650
0.02% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,293
shares
|
$104,086
0.05% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,284
shares
|
$103,362
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,275
shares
|
$102,637
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,260
shares
|
$101,430
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,254
shares
|
$100,947
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,239
shares
|
$99,739
0.02% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,225
shares
|
$98,612
0.04% of portfolio
|
Q4 2022
Reduced 8.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,224
shares
|
$98,532
0.03% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
1,221
shares
|
$98,290
0.02% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,220
shares
|
$98,210
0.02% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
1,220
shares
|
$98,210
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,218
shares
|
$98,049
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,212
shares
|
$97,566
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,210
shares
|
$97,405
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
1,183
shares
|
$95,231
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,183
shares
|
$95,231
0.03% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
1,174
shares
|
$94,507
0.08% of portfolio
|
Q2 2025
Added 62.15%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
1,169
shares
|
$94,104
0.01% of portfolio
|
Q2 2025
Reduced 56.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,121
shares
|
$90,240
0.09% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,109
shares
|
$89,274
0.02% of portfolio
|
Q2 2025
Reduced 96.34%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
1,101
shares
|
$88,630
1.82% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,100
shares
|
$88,550
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$88,308
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$88,147
0.02% of portfolio
|
Q3 2024
Added 3.3%
|