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 2,941 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 $192 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
108,757
shares
|
$9.12 Million
0.85% of portfolio
|
Q4 2022
Added 2.09%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
108,540
shares
|
$9.1 Million
0.07% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
108,100
shares
|
$9.07 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
108,045
shares
|
$9.06 Million
0.33% of portfolio
|
Q1 2025
Added 1127.78%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
107,832
shares
|
$9.04 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
106,970
shares
|
$8.97 Million
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
106,400
shares
|
$8.92 Million
3.37% of portfolio
|
Q3 2023
Added 5.98%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
104,604
shares
|
$8.77 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
104,527
shares
|
$8.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
102,800
shares
|
$8.62 Million
0.28% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
102,340
shares
|
$8.58 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
102,196
shares
|
$8.57 Million
0.36% of portfolio
|
Q2 2025
Added 100.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
101,795
shares
|
$8.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
101,537
shares
|
$8.52 Million
0.27% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
100,969
shares
|
$8.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
100,476
shares
|
$8.43 Million
0.05% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
100,097
shares
|
$8.4 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
100,076
shares
|
$8.39 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
99,522
shares
|
$8.35 Million
0.6% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
99,225
shares
|
$8.32 Million
0.06% of portfolio
|
Q1 2025
Added 31.76%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
98,511
shares
|
$8.26 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
97,615
shares
|
$8.19 Million
3.89% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
96,668
shares
|
$8.11 Million
0.22% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
96,603
shares
|
$8.1 Million
0.15% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
95,743
shares
|
$8.03 Million
0.5% of portfolio
|
Q1 2025
Reduced 43.6%
|