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 2,941 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 $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
57,896
shares
|
$4.77 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
57,530
shares
|
$4.74 Million
0.59% of portfolio
|
Q2 2023
Added 11.93%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
57,347
shares
|
$4.72 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
57,183
shares
|
$4.71 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
57,130
shares
|
$4.71 Million
0.26% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
57,100
shares
|
$4.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
56,916
shares
|
$4.69 Million
0.34% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
56,911
shares
|
$4.69 Million
0.2% of portfolio
|
Q1 2025
Added 1503.58%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
56,853
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
56,640
shares
|
$4.67 Million
0.27% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
56,609
shares
|
$4.66 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
56,088
shares
|
$4.62 Million
0.08% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
55,885
shares
|
$4.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 27.47%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
55,883
shares
|
$4.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
55,584
shares
|
$4.58 Million
0.08% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
55,152
shares
|
$4.54 Million
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
55,125
shares
|
$4.54 Million
1.12% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
55,001
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
54,576
shares
|
$4.5 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
54,086
shares
|
$4.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
53,680
shares
|
$4.42 Million
0.2% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
53,302
shares
|
$4.39 Million
0.27% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
53,212
shares
|
$4.38 Million
0.13% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
53,006
shares
|
$4.37 Million
0.46% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
52,744
shares
|
$4.35 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.96%
|