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 |
|---|---|---|---|---|---|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
50,657
shares
|
$4.17 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$4.17 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
50,561
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.61%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
50,550
shares
|
$4.16 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
50,400
shares
|
$4.15 Million
1.33% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
50,375
shares
|
$4.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
50,313
shares
|
$4.14 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$4.14 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
50,245
shares
|
$4.14 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
50,046
shares
|
$4.12 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
50,000
shares
|
$4.12 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
49,915
shares
|
$4.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
49,874
shares
|
$4.11 Million
0.23% of portfolio
|
Q1 2025
Added 89.0%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,605
shares
|
$4.09 Million
0.03% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
49,517
shares
|
$4.08 Million
1.9% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
49,460
shares
|
$4.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
49,393
shares
|
$4.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
49,196
shares
|
$4.05 Million
0.37% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
49,134
shares
|
$4.05 Million
2.05% of portfolio
|
Q1 2025
Reduced 81.61%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
49,122
shares
|
$4.05 Million
2.26% of portfolio
|
Q2 2025
Reduced 29.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
48,763
shares
|
$4.02 Million
0.18% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
48,729
shares
|
$4.01 Million
0.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
48,644
shares
|
$4.01 Million
1.54% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
48,504
shares
|
$4 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
48,471
shares
|
$3.99 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.66%
|