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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
52,678
shares
|
$4.34 Million
1.08% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
52,656
shares
|
$4.34 Million
0.12% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
52,487
shares
|
$4.32 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
52,238
shares
|
$4.3 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
52,150
shares
|
$4.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
52,127
shares
|
$4.29 Million
0.53% of portfolio
|
Q1 2025
Added 135.9%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
52,105
shares
|
$4.29 Million
0.08% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
51,878
shares
|
$4.27 Million
0.76% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
51,835
shares
|
$4.27 Million
0.15% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
51,812
shares
|
$4.27 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
51,670
shares
|
$4.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
51,620
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
51,320
shares
|
$4.23 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
51,290
shares
|
$4.23 Million
0.96% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
51,198
shares
|
$4.22 Million
0.52% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
51,190
shares
|
$4.22 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
51,146
shares
|
$4.21 Million
0.74% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
50,946
shares
|
$4.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
50,862
shares
|
$4.19 Million
0.06% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
50,725
shares
|
$4.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
50,725
shares
|
$4.18 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
50,724
shares
|
$4.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
50,676
shares
|
$4.17 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
50,673
shares
|
$4.17 Million
1.38% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
50,668
shares
|
$4.17 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.52%
|