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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
241,203
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
240,437
shares
|
$19.2 Million
0.19% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
240,236
shares
|
$19.1 Million
0.14% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
238,824
shares
|
$19 Million
0.25% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
236,427
shares
|
$18.8 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
234,311
shares
|
$18.7 Million
0.67% of portfolio
|
Q1 2025
Added 454.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
232,688
shares
|
$18.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
232,518
shares
|
$18.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
230,606
shares
|
$18.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
230,175
shares
|
$18.3 Million
1.74% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
229,660
shares
|
$18.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
229,099
shares
|
$18.3 Million
0.22% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
May 13, 2025 Q1 2025 |
228,260
shares
|
$18.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
227,975
shares
|
$18.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
227,152
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
226,001
shares
|
$18 Million
0.31% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
224,788
shares
|
$17.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
223,106
shares
|
$17.8 Million
2.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
221,906
shares
|
$17.7 Million
0.1% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
221,785
shares
|
$17.7 Million
1.86% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
221,258
shares
|
$17.6 Million
1.58% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
221,072
shares
|
$17.6 Million
0.8% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
218,711
shares
|
$17.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
218,191
shares
|
$17.4 Million
3.91% of portfolio
|
Q4 2024
Reduced 36.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
217,770
shares
|
$17.4 Million
0.13% of portfolio
|
Q1 2025
Added 10.67%
|