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 |
|---|---|---|---|---|---|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
48,177
shares
|
$3.97 Million
0.87% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
47,851
shares
|
$3.94 Million
0.52% of portfolio
|
Q1 2024
Added 30.09%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,788
shares
|
$3.94 Million
0.27% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
47,737
shares
|
$3.93 Million
0.13% of portfolio
|
Q4 2022
Reduced 5.1%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
47,500
shares
|
$3.91 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
47,093
shares
|
$3.88 Million
0.29% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
46,844
shares
|
$3.86 Million
0.15% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
46,663
shares
|
$3.84 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
46,650
shares
|
$3.84 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
46,640
shares
|
$3.84 Million
2.95% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
46,194
shares
|
$3.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,138
shares
|
$3.8 Million
0.46% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
46,096
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,029
shares
|
$3.79 Million
0.16% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
45,970
shares
|
$3.79 Million
1.23% of portfolio
|
Q2 2021
Added 48.43%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
45,584
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
45,439
shares
|
$3.74 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
45,003
shares
|
$3.71 Million
2.72% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
44,803
shares
|
$3.69 Million
0.22% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
44,729
shares
|
$3.68 Million
0.34% of portfolio
|
Q1 2025
Reduced 28.9%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
44,639
shares
|
$3.68 Million
0.27% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
44,386
shares
|
$3.66 Million
0.18% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
44,327
shares
|
$3.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
44,305
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.43%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
44,219
shares
|
$3.64 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.86%
|