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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
68,768
shares
|
$5.54 Million
0.09% of portfolio
|
Q4 2023
Added 2.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
68,691
shares
|
$5.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
68,460
shares
|
$5.51 Million
0.06% of portfolio
|
Q2 2025
Added 69.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
66,950
shares
|
$5.39 Million
0.67% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,758
shares
|
$5.37 Million
0.08% of portfolio
|
Q3 2022
Added 509.72%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
66,634
shares
|
$5.36 Million
0.1% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
66,471
shares
|
$5.35 Million
0.09% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
66,433
shares
|
$5.35 Million
0.03% of portfolio
|
Q3 2022
Added 938.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
65,820
shares
|
$5.3 Million
0.27% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
65,179
shares
|
$5.25 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
65,049
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
64,985
shares
|
$5.23 Million
0.22% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
64,437
shares
|
$5.19 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
64,057
shares
|
$5.16 Million
0.25% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
64,056
shares
|
$5.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
63,873
shares
|
$5.14 Million
0.29% of portfolio
|
Q2 2025
Reduced 71.98%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
63,683
shares
|
$5.13 Million
0.09% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
63,546
shares
|
$5.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
63,398
shares
|
$5.1 Million
0.41% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
63,250
shares
|
$5.09 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,221
shares
|
$5.09 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
63,173
shares
|
$5.09 Million
0.09% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
62,605
shares
|
$5.04 Million
1.42% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
62,474
shares
|
$5.03 Million
0.18% of portfolio
|
Q2 2022
Added 6.22%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
62,442
shares
|
$5.03 Million
1.36% of portfolio
|
Q2 2025
Added 93.03%
|