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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
187,210
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2025
Added 310.69%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
185,616
shares
|
$14.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
185,369
shares
|
$14.9 Million
1.18% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
183,503
shares
|
$14.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
182,398
shares
|
$14.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
182,120
shares
|
$14.7 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
181,860
shares
|
$14.6 Million
0.12% of portfolio
|
Q2 2025
Added 1839.63%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
176,928
shares
|
$14.2 Million
6.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
175,438
shares
|
$14.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
175,342
shares
|
$14.1 Million
4.15% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
174,622
shares
|
$14.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
174,552
shares
|
$14.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
173,458
shares
|
$14 Million
0.14% of portfolio
|
Q2 2025
Added 92.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
173,335
shares
|
$14 Million
0.35% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Mark Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
172,748
shares
|
$13.9 Million
1.21% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
171,921
shares
|
$13.8 Million
0.21% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
171,700
shares
|
$13.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
170,450
shares
|
$13.7 Million
2.08% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
170,297
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Added 100.72%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
170,138
shares
|
$13.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
169,712
shares
|
$13.7 Million
0.28% of portfolio
|
Q3 2023
Added 9.11%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
169,501
shares
|
$13.6 Million
0.06% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
169,025
shares
|
$13.6 Million
1.12% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
168,664
shares
|
$13.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
167,107
shares
|
$13.5 Million
0.07% of portfolio
|
Q2 2025
Added 5.03%
|