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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
149,605
shares
|
$12 Million
0.48% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Marathon Asset Management LTD
|
Aug 11, 2025 Q2 2025 |
149,026
shares
|
$12 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
148,443
shares
|
$11.9 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
145,656
shares
|
$11.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
144,957
shares
|
$11.7 Million
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,868
shares
|
$11.7 Million
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
144,790
shares
|
$11.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
144,379
shares
|
$11.6 Million
0.23% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
144,335
shares
|
$11.6 Million
0.62% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
143,958
shares
|
$11.6 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
142,354
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2023
Reduced 49.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,321
shares
|
$11.5 Million
0.18% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
141,846
shares
|
$11.4 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
140,822
shares
|
$11.3 Million
2.72% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
140,112
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
139,911
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2025
Added 101.1%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
139,326
shares
|
$11.2 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
137,400
shares
|
$11.1 Million
1.83% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
137,208
shares
|
$11 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
137,072
shares
|
$11 Million
4.45% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
136,477
shares
|
$11 Million
0.32% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
134,508
shares
|
$10.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
134,479
shares
|
$10.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Svenska Handelsbanken Ab (Publ)
|
Jul 09, 2025 Q2 2025 |
133,404
shares
|
$10.7 Million
10.08% of portfolio
|
Q2 2025
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
133,112
shares
|
$10.7 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.75%
|