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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
80,189
shares
|
$6.44 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
80,083
shares
|
$6.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
80,067
shares
|
$6.43 Million
1.34% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
79,739
shares
|
$6.4 Million
0.15% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
79,315
shares
|
$6.37 Million
0.12% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
79,244
shares
|
$6.36 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
79,053
shares
|
$6.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
78,961
shares
|
$6.34 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
78,758
shares
|
$6.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
78,610
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
78,455
shares
|
$6.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
77,312
shares
|
$6.21 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
77,186
shares
|
$6.2 Million
0.01% of portfolio
|
Q1 2025
Added 314.89%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
77,031
shares
|
$6.18 Million
0.33% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
77,000
shares
|
$6.18 Million
0.73% of portfolio
|
Q2 2020
Reduced 11.49%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
76,965
shares
|
$6.18 Million
0.3% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
76,262
shares
|
$6.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
75,921
shares
|
$6.09 Million
0.02% of portfolio
|
Q1 2025
Added 64.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
75,877
shares
|
$6.09 Million
0.15% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
75,660
shares
|
$6.07 Million
0.17% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
74,992
shares
|
$6.02 Million
0.4% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
74,840
shares
|
$6.01 Million
3.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
74,837
shares
|
$6.01 Million
3.16% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$6 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|