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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
81,710
shares
|
$6.58 Million
0.08% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
80,963
shares
|
$6.52 Million
3.38% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
80,681
shares
|
$6.49 Million
0.01% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
80,341
shares
|
$6.47 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
80,212
shares
|
$6.46 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
80,189
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
80,148
shares
|
$6.45 Million
0.7% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
79,691
shares
|
$6.42 Million
0.92% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
79,332
shares
|
$6.39 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
79,124
shares
|
$6.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
78,961
shares
|
$6.36 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
78,820
shares
|
$6.35 Million
0.34% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
78,720
shares
|
$6.34 Million
0.14% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
78,689
shares
|
$6.33 Million
0.15% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
78,652
shares
|
$6.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
78,022
shares
|
$6.28 Million
0.54% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
77,000
shares
|
$6.2 Million
0.75% of portfolio
|
Q2 2020
Reduced 11.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
76,938
shares
|
$6.19 Million
0.27% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
76,874
shares
|
$6.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
76,490
shares
|
$6.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
75,877
shares
|
$6.11 Million
0.15% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
75,862
shares
|
$6.11 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
75,096
shares
|
$6.05 Million
0.94% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
74,840
shares
|
$6.02 Million
3.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
74,837
shares
|
$6.02 Million
3.16% of portfolio
|
Q2 2025
Reduced 7.67%
|