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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$9.76 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
119,684
shares
|
$9.63 Million
0.47% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
117,617
shares
|
$9.47 Million
0.16% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
114,270
shares
|
$9.2 Million
0.13% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
113,354
shares
|
$9.12 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
112,357
shares
|
$9.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
112,312
shares
|
$9.04 Million
0.07% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
112,171
shares
|
$9.03 Million
0.04% of portfolio
|
Q2 2025
Added 89.28%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
112,102
shares
|
$9.02 Million
3.28% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
112,001
shares
|
$9.02 Million
1.32% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
111,178
shares
|
$8.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 48.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
110,493
shares
|
$8.89 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
109,834
shares
|
$8.84 Million
0.17% of portfolio
|
Q2 2025
Added 719.41%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
109,506
shares
|
$8.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
109,251
shares
|
$8.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
108,790
shares
|
$8.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
108,757
shares
|
$8.75 Million
0.85% of portfolio
|
Q4 2022
Added 2.09%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
108,380
shares
|
$8.72 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
108,100
shares
|
$8.7 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
107,832
shares
|
$8.68 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
107,490
shares
|
$8.65 Million
0.18% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
106,609
shares
|
$8.58 Million
0.26% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
106,400
shares
|
$8.57 Million
3.57% of portfolio
|
Q3 2023
Added 5.98%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
105,067
shares
|
$8.46 Million
0.94% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Dkrt Investments Corp.
Toronto, |
Aug 14, 2025 Q2 2025 |
105,000
shares
|
$8.45 Million
2.04% of portfolio
|
Q2 2025
New holding
|