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 |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
114
shares
|
$9,555
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
113
shares
|
$9,471
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
112
shares
|
$9,387
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
109
shares
|
$9,136
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
108
shares
|
$9,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
107
shares
|
$8,968
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
107
shares
|
$8,968
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
105
shares
|
$8,801
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,717
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
101
shares
|
$8,465
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$8,382
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$8,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
100
shares
|
$8,382
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
93
shares
|
$7,795
0.0% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
93
shares
|
$7,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
91
shares
|
$7,627
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
90
shares
|
$7,543
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
89
shares
|
$7,459
0.0% of portfolio
|
Q1 2024
Reduced 60.62%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
82
shares
|
$6,873
0.0% of portfolio
|
Q2 2025
Added 148.48%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
78
shares
|
$6,537
0.0% of portfolio
|
Q2 2025
Added 151.61%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
77
shares
|
$6,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
75
shares
|
$6,286
0.0% of portfolio
|
Q2 2025
Reduced 95.82%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
74
shares
|
$6,202
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
73
shares
|
$6,118
0.0% of portfolio
|
Q4 2021
New holding
|