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 |
|---|---|---|---|---|---|
|
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
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
132,829
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
132,176
shares
|
$10.6 Million
8.65% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
131,937
shares
|
$10.6 Million
0.37% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
130,852
shares
|
$10.5 Million
0.38% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Hikari Power LTD
|
Apr 23, 2025 Q1 2025 |
130,460
shares
|
$10.5 Million
0.74% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
130,251
shares
|
$10.5 Million
0.07% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
129,880
shares
|
$10.4 Million
1.61% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
129,830
shares
|
$10.4 Million
1.12% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
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 |
May 09, 2025 Q1 2025 |
129,704
shares
|
$10.4 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
129,200
shares
|
$10.4 Million
3.38% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
128,156
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
127,202
shares
|
$10.2 Million
0.56% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
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
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
125,624
shares
|
$10.1 Million
2.09% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
125,315
shares
|
$10.1 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
125,287
shares
|
$10.1 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
124,882
shares
|
$10 Million
0.7% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
123,132
shares
|
$9.89 Million
1.43% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
121,287
shares
|
$9.74 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$9.74 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|