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 3,020 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 $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
249,643
shares
|
$20.1 Million
0.24% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
249,428
shares
|
$20.1 Million
7.18% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
241,723
shares
|
$19.5 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
241,203
shares
|
$19.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
239,452
shares
|
$19.3 Million
0.69% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
239,149
shares
|
$19.3 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
238,636
shares
|
$19.2 Million
0.11% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
234,311
shares
|
$18.9 Million
0.67% of portfolio
|
Q1 2025
Added 454.49%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
232,100
shares
|
$18.7 Million
0.13% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
230,618
shares
|
$18.6 Million
0.58% of portfolio
|
Q2 2025
Added 207.52%
|
|
|
Texas Permanent School Fund
Austin, TX |
Sep 24, 2025 Q2 2025 |
228,164
shares
|
$18.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
222,000
shares
|
$17.9 Million
0.67% of portfolio
|
Q2 2025
Reduced 54.98%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
221,072
shares
|
$17.8 Million
0.8% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
219,799
shares
|
$17.7 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
219,251
shares
|
$17.6 Million
2.14% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
219,017
shares
|
$17.6 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
218,800
shares
|
$17.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 84.67%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
218,711
shares
|
$17.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
218,463
shares
|
$17.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
216,618
shares
|
$17.4 Million
0.17% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cna Financial Corp
Chicago, IL |
Aug 14, 2025 Q2 2025 |
215,000
shares
|
$17.3 Million
9.97% of portfolio
|
Q2 2025
New holding
|
|
|
Loews Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
215,000
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
214,734
shares
|
$17.3 Million
0.26% of portfolio
|
Q3 2022
Added 106.64%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
213,191
shares
|
$17.2 Million
3.6% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Maltese Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
212,500
shares
|
$17.1 Million
2.61% of portfolio
|
Q2 2025
Added 3.66%
|