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 |
|---|---|---|---|---|---|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
86,500
shares
|
$6.94 Million
0.46% of portfolio
|
Q4 2021
Reduced 15.61%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
86,381
shares
|
$6.93 Million
0.15% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
86,377
shares
|
$6.93 Million
3.71% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
86,188
shares
|
$6.92 Million
0.25% of portfolio
|
Q2 2022
Added 9.28%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
86,098
shares
|
$6.91 Million
0.66% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
85,155
shares
|
$6.84 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
84,845
shares
|
$6.81 Million
0.01% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
84,647
shares
|
$6.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
84,523
shares
|
$6.79 Million
1.11% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
84,180
shares
|
$6.76 Million
1.32% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
84,142
shares
|
$6.75 Million
1.72% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
83,976
shares
|
$6.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
83,612
shares
|
$6.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
83,383
shares
|
$6.69 Million
0.19% of portfolio
|
Q1 2025
Added 104.7%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
83,294
shares
|
$6.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
83,157
shares
|
$6.68 Million
0.2% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Continental Advisors LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
83,106
shares
|
$6.67 Million
3.34% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
82,050
shares
|
$6.59 Million
0.14% of portfolio
|
Q1 2025
Added 82.15%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
82,002
shares
|
$6.58 Million
1.3% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
82,000
shares
|
$6.58 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
81,932
shares
|
$6.58 Million
0.2% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
81,895
shares
|
$6.57 Million
0.48% of portfolio
|
Q3 2022
Reduced 18.91%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
81,177
shares
|
$6.52 Million
0.21% of portfolio
|
Q1 2025
Added 55.93%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
80,963
shares
|
$6.5 Million
3.38% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
80,437
shares
|
$6.46 Million
0.13% of portfolio
|
Q1 2025
Added 2.64%
|