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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
302
shares
|
$25,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
302
shares
|
$25,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
300
shares
|
$25,145
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
300
shares
|
$25,145
0.02% of portfolio
|
Q2 2025
Added 1775.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
293
shares
|
$24,559
0.01% of portfolio
|
Q2 2025
Reduced 65.2%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
285
shares
|
$23,888
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
284
shares
|
$23,804
0.02% of portfolio
|
Q1 2025
Added 192.78%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
280
shares
|
$23,469
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
261
shares
|
$21,877
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
258
shares
|
$21,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
255
shares
|
$21,374
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$20,871
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
248
shares
|
$20,787
0.01% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
241
shares
|
$20,200
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
232
shares
|
$19,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$18,859
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
225
shares
|
$18,859
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
207
shares
|
$17,350
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$17,015
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
200
shares
|
$16,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
200
shares
|
$16,764
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
199
shares
|
$16,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
197
shares
|
$16,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
193
shares
|
$16,177
0.0% of portfolio
|
Q1 2025
Added 589.29%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
191
shares
|
$16,009
0.0% of portfolio
|
Q1 2025
Added 0.53%
|