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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$6.01 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
74,669
shares
|
$6.01 Million
0.31% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
74,492
shares
|
$6 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.12%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
73,533
shares
|
$5.92 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
72,909
shares
|
$5.87 Million
0.97% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
72,812
shares
|
$5.86 Million
0.15% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
72,506
shares
|
$5.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
72,484
shares
|
$5.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
72,413
shares
|
$5.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
72,171
shares
|
$5.81 Million
0.1% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
71,929
shares
|
$5.79 Million
0.43% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,497
shares
|
$5.76 Million
0.12% of portfolio
|
Q2 2020
Reduced 1.43%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
71,381
shares
|
$5.75 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
71,241
shares
|
$5.73 Million
0.07% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
70,923
shares
|
$5.71 Million
2.61% of portfolio
|
Q2 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
70,696
shares
|
$5.69 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
70,475
shares
|
$5.67 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
70,087
shares
|
$5.64 Million
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
70,079
shares
|
$5.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
69,531
shares
|
$5.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
69,227
shares
|
$5.57 Million
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
69,194
shares
|
$5.57 Million
0.16% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
69,170
shares
|
$5.57 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
68,910
shares
|
$5.55 Million
0.44% of portfolio
|
Q3 2024
Added 764.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
68,849
shares
|
$5.54 Million
0.14% of portfolio
|
Q2 2025
Added 35.73%
|