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 |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
132,829
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
132,324
shares
|
$10.7 Million
0.13% of portfolio
|
Q2 2025
Added 65.95%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
131,286
shares
|
$10.6 Million
0.22% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
131,095
shares
|
$10.6 Million
0.08% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Parkwood LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
130,983
shares
|
$10.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
130,725
shares
|
$10.5 Million
0.16% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
130,525
shares
|
$10.5 Million
1.72% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
129,906
shares
|
$10.5 Million
0.2% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
129,750
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
129,604
shares
|
$10.4 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
129,200
shares
|
$10.4 Million
3.38% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
127,906
shares
|
$10.3 Million
0.55% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
127,711
shares
|
$10.3 Million
2.13% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
127,015
shares
|
$10.2 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
126,776
shares
|
$10.2 Million
0.67% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
126,523
shares
|
$10.2 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
125,964
shares
|
$10.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
124,721
shares
|
$10 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Hikari Power LTD
|
Jul 31, 2025 Q2 2025 |
124,000
shares
|
$9.98 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
123,517
shares
|
$9.94 Million
0.1% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
122,622
shares
|
$9.87 Million
4.2% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
122,371
shares
|
$9.85 Million
1.05% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
121,505
shares
|
$9.78 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
121,307
shares
|
$9.77 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
121,287
shares
|
$9.76 Million
0.51% of portfolio
|
Q1 2025
New holding
|