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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
66
shares
|
$5,260
0.0% of portfolio
|
Q2 2025
Reduced 65.8%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
62
shares
|
$4,942
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
61
shares
|
$4,862
0.25% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
60
shares
|
$4,782
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
58
shares
|
$4,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
55
shares
|
$4,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
55
shares
|
$4,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
50
shares
|
$3,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,985
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
42
shares
|
$3,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
40
shares
|
$3,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
36
shares
|
$2,869
0.0% of portfolio
|
Q1 2025
Reduced 74.29%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
33
shares
|
$2,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
31
shares
|
$2,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
30
shares
|
$2,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
28
shares
|
$2,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
24
shares
|
$1,913
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22
shares
|
$1,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
19
shares
|
$1,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
16
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
12
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
6
shares
|
$478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
5
shares
|
$398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2
shares
|
$159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|