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 2,933 institutions that hold shares in the stock, with a total of 2.29 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$23,912
0.0% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
300
shares
|
$23,912
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
295
shares
|
$23,514
0.01% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
291
shares
|
$23,195
0.0% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
284
shares
|
$22,637
0.02% of portfolio
|
Q1 2025
Added 192.78%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
280
shares
|
$22,318
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
280
shares
|
$22,318
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
261
shares
|
$20,804
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
258
shares
|
$20,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
255
shares
|
$20,326
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$19,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
248
shares
|
$19,768
0.01% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
247
shares
|
$19,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
244
shares
|
$19,449
0.0% of portfolio
|
Q1 2025
Added 103.33%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
241
shares
|
$19,210
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
225
shares
|
$17,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$17,934
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
225
shares
|
$17,934
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
207
shares
|
$16,499
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$16,181
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
201
shares
|
$16,021
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
200
shares
|
$15,941
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
200
shares
|
$15,941
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
199
shares
|
$15,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
193
shares
|
$15,384
0.0% of portfolio
|
Q1 2025
Added 589.29%
|