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 |
|---|---|---|---|---|---|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
450
shares
|
$37,719
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$36,880
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
436
shares
|
$36,545
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
435
shares
|
$36,461
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
434
shares
|
$36,377
0.0% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
432
shares
|
$36,210
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
428
shares
|
$35,874
0.03% of portfolio
|
Q2 2025
Added 112.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
426
shares
|
$35,707
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
422
shares
|
$35,372
0.01% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
404
shares
|
$33,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
400
shares
|
$33,528
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
398
shares
|
$33,360
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
396
shares
|
$33,192
0.01% of portfolio
|
Q2 2025
Added 41.43%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
387
shares
|
$32,438
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
379
shares
|
$31,767
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$31,348
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
358
shares
|
$30,007
0.02% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
357
shares
|
$29,923
0.01% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
352
shares
|
$29,504
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
350
shares
|
$29,336
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
336
shares
|
$28,163
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
320
shares
|
$26,822
0.01% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
316
shares
|
$26,487
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
308
shares
|
$25,816
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$25,816
0.01% of portfolio
|
Q4 2024
Added 289.87%
|