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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,094
shares
|
$88,067
0.03% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$87,825
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,089
shares
|
$87,664
0.02% of portfolio
|
Q1 2025
Added 60.15%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,087
shares
|
$87,503
0.02% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,076
shares
|
$86,618
0.04% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,068
shares
|
$85,974
0.0% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,061
shares
|
$85,410
0.06% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,050
shares
|
$84,525
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,040
shares
|
$83,720
0.02% of portfolio
|
Q2 2025
Added 246.67%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
1,035
shares
|
$83,317
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,017
shares
|
$81,868
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,014
shares
|
$81,627
0.03% of portfolio
|
Q2 2025
Reduced 40.84%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,006
shares
|
$80,983
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$80,500
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$80,500
0.01% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$80,500
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$80,500
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
996
shares
|
$80,178
0.04% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$78,809
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
979
shares
|
$78,809
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
940
shares
|
$75,670
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
928
shares
|
$74,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
928
shares
|
$74,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
910
shares
|
$73,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
896
shares
|
$72,128
0.01% of portfolio
|
Q4 2023
New holding
|