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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
61,759
shares
|
$4.97 Million
1.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
61,693
shares
|
$4.97 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
61,531
shares
|
$4.95 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,018
shares
|
$4.91 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$4.88 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
60,607
shares
|
$4.88 Million
0.34% of portfolio
|
Q2 2025
Added 63.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
60,591
shares
|
$4.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
60,381
shares
|
$4.86 Million
0.09% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
60,164
shares
|
$4.84 Million
0.65% of portfolio
|
Q2 2025
Added 143.7%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
60,017
shares
|
$4.83 Million
4.65% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
60,015
shares
|
$4.83 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Aug 13, 2025 Q2 2025 |
59,542
shares
|
$4.79 Million
2.87% of portfolio
|
Q2 2024
Added 204.69%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
59,411
shares
|
$4.78 Million
0.94% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
59,275
shares
|
$4.77 Million
0.2% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
59,131
shares
|
$4.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
58,852
shares
|
$4.74 Million
0.07% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
58,847
shares
|
$4.74 Million
0.43% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
58,817
shares
|
$4.73 Million
0.03% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
58,816
shares
|
$4.73 Million
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
58,404
shares
|
$4.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 30.45%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
58,248
shares
|
$4.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
57,719
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 71.62%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
57,530
shares
|
$4.63 Million
0.59% of portfolio
|
Q2 2023
Added 11.93%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
57,406
shares
|
$4.62 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
57,286
shares
|
$4.61 Million
0.26% of portfolio
|
Q3 2025
Added 7.47%
|