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 |
|---|---|---|---|---|---|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
74,304
shares
|
$5.97 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
73,956
shares
|
$5.94 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
73,910
shares
|
$5.93 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
73,808
shares
|
$5.93 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
73,643
shares
|
$5.91 Million
2.22% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
73,483
shares
|
$5.9 Million
0.23% of portfolio
|
Q1 2025
Added 97.99%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
72,506
shares
|
$5.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
72,400
shares
|
$5.81 Million
1.06% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
72,293
shares
|
$5.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
71,572
shares
|
$5.75 Million
0.44% of portfolio
|
Q1 2025
Reduced 13.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,497
shares
|
$5.74 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
|
$5.73 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
71,276
shares
|
$5.72 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
70,639
shares
|
$5.67 Million
0.14% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
70,475
shares
|
$5.66 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
70,298
shares
|
$5.64 Million
0.15% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
69,722
shares
|
$5.6 Million
0.12% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
69,574
shares
|
$5.59 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
69,508
shares
|
$5.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
69,332
shares
|
$5.57 Million
0.1% of portfolio
|
Q1 2025
Added 901.04%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
69,241
shares
|
$5.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
69,060
shares
|
$5.54 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
69,025
shares
|
$5.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
68,910
shares
|
$5.53 Million
0.44% of portfolio
|
Q3 2024
Added 764.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
68,768
shares
|
$5.52 Million
0.09% of portfolio
|
Q4 2023
Added 2.31%
|