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 |
|---|---|---|---|---|---|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
63,500
shares
|
$5.1 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,221
shares
|
$5.08 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
63,173
shares
|
$5.07 Million
0.09% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
63,062
shares
|
$5.06 Million
0.07% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
62,901
shares
|
$5.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 67.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
62,752
shares
|
$5.04 Million
0.04% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
62,605
shares
|
$5.03 Million
1.42% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
62,474
shares
|
$5.02 Million
0.18% of portfolio
|
Q2 2022
Added 6.22%
|
|
|
Optimas Capital LTD
Central, K3 |
May 13, 2025 Q1 2025 |
61,900
shares
|
$4.97 Million
7.55% of portfolio
|
Q1 2025
Added 30.59%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
61,824
shares
|
$4.96 Million
2.88% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,823
shares
|
$4.96 Million
0.13% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
61,759
shares
|
$4.96 Million
1.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
61,721
shares
|
$4.95 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
61,693
shares
|
$4.95 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
61,555
shares
|
$4.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,018
shares
|
$4.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
60,714
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$4.87 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
60,437
shares
|
$4.85 Million
0.4% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
60,015
shares
|
$4.82 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
May 15, 2025 Q1 2025 |
59,542
shares
|
$4.78 Million
2.6% of portfolio
|
Q2 2024
Added 204.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
59,274
shares
|
$4.76 Million
0.05% of portfolio
|
Q1 2025
Added 46.19%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
59,263
shares
|
$4.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
58,953
shares
|
$4.73 Million
0.23% of portfolio
|
Q1 2025
Added 32.55%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
58,629
shares
|
$4.71 Million
0.09% of portfolio
|
Q1 2025
Added 8.48%
|