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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
43,651
shares
|
$3.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
43,279
shares
|
$3.57 Million
0.21% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
43,236
shares
|
$3.56 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
43,187
shares
|
$3.56 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
43,166
shares
|
$3.56 Million
0.23% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
42,997
shares
|
$3.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
42,845
shares
|
$3.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
42,839
shares
|
$3.53 Million
1.07% of portfolio
|
Q1 2025
Added 652.09%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
42,819
shares
|
$3.53 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
42,796
shares
|
$3.53 Million
1.16% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
42,791
shares
|
$3.53 Million
0.34% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
F
|
May 14, 2025 Q1 2025 |
42,695
shares
|
$3.52 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
42,662
shares
|
$3.51 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
42,647
shares
|
$3.51 Million
0.14% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
42,608
shares
|
$3.51 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
42,601
shares
|
$3.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
42,400
shares
|
$3.49 Million
1.43% of portfolio
|
Q3 2021
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
42,372
shares
|
$3.49 Million
1.31% of portfolio
|
Q2 2025
Reduced 60.04%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
42,362
shares
|
$3.49 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
42,336
shares
|
$3.49 Million
0.15% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
42,222
shares
|
$3.48 Million
0.1% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
42,138
shares
|
$3.47 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,879
shares
|
$3.45 Million
0.09% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
41,801
shares
|
$3.44 Million
0.28% of portfolio
|
Q1 2025
Added 4.89%
|