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 |
|---|---|---|---|---|---|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
68,607
shares
|
$5.51 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
68,304
shares
|
$5.48 Million
2.45% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
67,546
shares
|
$5.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
67,118
shares
|
$5.39 Million
0.58% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
66,950
shares
|
$5.37 Million
0.67% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
66,766
shares
|
$5.36 Million
0.07% of portfolio
|
Q1 2025
Added 51.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,758
shares
|
$5.36 Million
0.08% of portfolio
|
Q3 2022
Added 509.72%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
66,634
shares
|
$5.35 Million
0.1% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
66,624
shares
|
$5.35 Million
0.16% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
66,515
shares
|
$5.34 Million
0.22% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
66,433
shares
|
$5.33 Million
0.03% of portfolio
|
Q3 2022
Added 938.83%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
66,337
shares
|
$5.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Clayton Partners LLC
Berkeley, CA |
May 14, 2025 Q1 2025 |
66,150
shares
|
$5.31 Million
4.65% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
65,851
shares
|
$5.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
64,937
shares
|
$5.21 Million
0.54% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
64,903
shares
|
$5.21 Million
0.28% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
64,874
shares
|
$5.21 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
64,627
shares
|
$5.19 Million
0.18% of portfolio
|
Q1 2025
Added 63.75%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
64,529
shares
|
$5.18 Million
0.19% of portfolio
|
Q1 2025
Reduced 43.16%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
64,352
shares
|
$5.17 Million
1.86% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
64,247
shares
|
$5.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.09%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
64,030
shares
|
$5.14 Million
0.09% of portfolio
|
Q1 2025
Added 58.97%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
63,977
shares
|
$5.14 Million
0.02% of portfolio
|
Q1 2025
Added 963.8%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,817
shares
|
$5.12 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
63,590
shares
|
$5.11 Million
0.38% of portfolio
|
Q4 2024
Added 16.91%
|