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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
190
shares
|
$15,925
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
189
shares
|
$15,841
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
187
shares
|
$15,674
0.0% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
181
shares
|
$15,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
175
shares
|
$14,668
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
175
shares
|
$14,668
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
172
shares
|
$14,417
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
168
shares
|
$14,081
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
160
shares
|
$13,411
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
152
shares
|
$12,740
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
150
shares
|
$12,572
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
150
shares
|
$12,572
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
149
shares
|
$12,489
0.01% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
145
shares
|
$12,153
0.0% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
144
shares
|
$12,070
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
136
shares
|
$11,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
136
shares
|
$11,399
0.0% of portfolio
|
Q3 2024
Reduced 74.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
135
shares
|
$11,315
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
133
shares
|
$11,148
0.0% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
132
shares
|
$11,064
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
132
shares
|
$11,064
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
130
shares
|
$10,896
0.0% of portfolio
|
Q1 2025
Reduced 54.86%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$10,561
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
122
shares
|
$10,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
118
shares
|
$9,890
0.01% of portfolio
|
Q2 2023
New holding
|