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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
41,769
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
41,656
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,587
shares
|
$3.43 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,494
shares
|
$3.42 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
41,259
shares
|
$3.4 Million
0.15% of portfolio
|
Q1 2025
Added 117.14%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
41,231
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
41,204
shares
|
$3.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,050
shares
|
$3.38 Million
0.18% of portfolio
|
Q1 2025
Added 69.4%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
41,017
shares
|
$3.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
41,014
shares
|
$3.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
41,007
shares
|
$3.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
41,000
shares
|
$3.38 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
40,968
shares
|
$3.37 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
40,782
shares
|
$3.36 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
40,668
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
40,630
shares
|
$3.35 Million
0.05% of portfolio
|
Q1 2025
Added 129.86%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
40,508
shares
|
$3.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
40,203
shares
|
$3.31 Million
3.15% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
40,171
shares
|
$3.31 Million
0.13% of portfolio
|
Q2 2025
Added 333.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
40,056
shares
|
$3.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
39,957
shares
|
$3.29 Million
0.05% of portfolio
|
Q1 2025
Added 41.21%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
39,871
shares
|
$3.28 Million
0.69% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
39,832
shares
|
$3.28 Million
0.79% of portfolio
|
Q1 2025
Added 34.24%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
39,808
shares
|
$3.28 Million
0.43% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
39,768
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.15%
|