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 3,014 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
107
shares
|
$8,504
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
107
shares
|
$8,504
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
105
shares
|
$8,345
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,265
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
101
shares
|
$8,027
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$7,948
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$7,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
100
shares
|
$7,948
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,948
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
93
shares
|
$7,391
0.0% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
93
shares
|
$7,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
91
shares
|
$7,232
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
90
shares
|
$7,153
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
89
shares
|
$7,073
0.0% of portfolio
|
Q1 2024
Reduced 60.62%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
82
shares
|
$6,517
0.0% of portfolio
|
Q2 2025
Added 148.48%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
78
shares
|
$6,199
0.0% of portfolio
|
Q2 2025
Added 151.61%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
77
shares
|
$6,119
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
75
shares
|
$5,961
0.0% of portfolio
|
Q2 2025
Reduced 95.82%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
74
shares
|
$5,881
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
73
shares
|
$5,802
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
72
shares
|
$5,722
0.0% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
72
shares
|
$5,722
0.01% of portfolio
|
Q1 2025
Reduced 75.68%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
71
shares
|
$5,643
0.0% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
68
shares
|
$5,404
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
68
shares
|
$5,404
0.0% of portfolio
|
Q2 2025
New holding
|