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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
890
shares
|
$74,599
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
888
shares
|
$74,432
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
882
shares
|
$73,929
0.01% of portfolio
|
Q2 2025
Added 81.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
880
shares
|
$73,761
0.03% of portfolio
|
Q2 2025
Added 1013.92%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
879
shares
|
$73,677
0.01% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
870
shares
|
$72,923
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
865
shares
|
$72,504
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
854
shares
|
$71,582
0.01% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
839
shares
|
$70,324
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
833
shares
|
$69,822
0.01% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$69,654
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
829
shares
|
$69,486
0.03% of portfolio
|
Q2 2025
Reduced 61.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
820
shares
|
$68,732
0.02% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
818
shares
|
$68,564
0.06% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
817
shares
|
$68,480
0.03% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
817
shares
|
$68,480
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
815
shares
|
$68,313
0.03% of portfolio
|
Q2 2025
Reduced 93.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
804
shares
|
$67,391
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
800
shares
|
$67,056
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
798
shares
|
$66,888
0.04% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
783
shares
|
$65,631
0.0% of portfolio
|
Q1 2025
Added 95.75%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
780
shares
|
$65,379
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
774
shares
|
$64,876
0.04% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
770
shares
|
$64,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
767
shares
|
$64,289
0.0% of portfolio
|
Q2 2025
Added 11.81%
|