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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
576
shares
|
$48,280
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
570
shares
|
$47,777
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
561
shares
|
$47,023
0.02% of portfolio
|
Q2 2024
Reduced 85.1%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
553
shares
|
$46,352
0.02% of portfolio
|
Q2 2023
Added 943.4%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
537
shares
|
$45,011
0.01% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
536
shares
|
$44,927
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
533
shares
|
$44,676
0.0% of portfolio
|
Q2 2025
Reduced 95.33%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
532
shares
|
$44,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
523
shares
|
$43,837
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
521
shares
|
$43,670
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
521
shares
|
$43,670
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
519
shares
|
$43,502
0.01% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
505
shares
|
$42,329
0.02% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
505
shares
|
$42,329
0.03% of portfolio
|
Q2 2025
Reduced 49.65%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jul 25, 2025 Q2 2025 |
500
shares
|
$41,910
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
500
shares
|
$41,910
0.01% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$41,910
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
500
shares
|
$41,910
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
499
shares
|
$41,826
0.01% of portfolio
|
Q2 2025
Added 148.26%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
482
shares
|
$40,401
0.02% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
481
shares
|
$40,317
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
470
shares
|
$39,395
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
466
shares
|
$39,060
0.02% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
465
shares
|
$38,976
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
457
shares
|
$38,305
0.01% of portfolio
|
Q2 2025
Added 11.19%
|