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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
759
shares
|
$63,619
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
742
shares
|
$62,194
0.04% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$61,607
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
733
shares
|
$61,440
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
728
shares
|
$61,020
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
711
shares
|
$59,596
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
702
shares
|
$58,841
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
697
shares
|
$58,422
0.01% of portfolio
|
Q2 2025
Added 868.06%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
695
shares
|
$58,254
0.01% of portfolio
|
Q2 2025
Added 184.84%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
663
shares
|
$55,572
0.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
643
shares
|
$53,896
0.03% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
635
shares
|
$53,225
0.03% of portfolio
|
Q2 2025
Added 68.44%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
627
shares
|
$52,555
0.0% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
627
shares
|
$52,555
0.01% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
620
shares
|
$51,968
0.01% of portfolio
|
Q2 2024
Reduced 87.32%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
612
shares
|
$51,297
0.02% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
603
shares
|
$50,543
0.0% of portfolio
|
Q2 2025
Reduced 95.07%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
602
shares
|
$50,459
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
600
shares
|
$50,291
0.03% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
599
shares
|
$50,208
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
598
shares
|
$50,124
0.0% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
588
shares
|
$49,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
581
shares
|
$48,699
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
580
shares
|
$48,615
0.04% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
577
shares
|
$48,364
0.02% of portfolio
|
Q2 2025
Added 20.96%
|