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 2,936 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 $184 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%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
149,371
shares
|
$12 Million
0.45% of portfolio
|
Q1 2025
Added 102.11%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
148,443
shares
|
$11.9 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
147,888
shares
|
$11.9 Million
0.21% of portfolio
|
Q1 2025
Added 95.48%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
145,656
shares
|
$11.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
145,408
shares
|
$11.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,868
shares
|
$11.6 Million
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
144,802
shares
|
$11.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
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%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
143,588
shares
|
$11.5 Million
0.06% of portfolio
|
Q1 2025
Added 508.14%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
143,509
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
142,382
shares
|
$11.4 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
142,354
shares
|
$11.4 Million
0.04% of portfolio
|
Q2 2023
Reduced 49.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,321
shares
|
$11.4 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
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
139,326
shares
|
$11.2 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
137,685
shares
|
$11.1 Million
0.59% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
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%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
136,550
shares
|
$11 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
136,290
shares
|
$10.9 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
135,722
shares
|
$10.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
135,488
shares
|
$10.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
135,213
shares
|
$10.9 Million
1.83% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|