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 $192 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,466
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39,010
shares
|
$3.27 Million
0.64% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
38,948
shares
|
$3.27 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
38,753
shares
|
$3.25 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
38,725
shares
|
$3.25 Million
0.51% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
38,673
shares
|
$3.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
38,524
shares
|
$3.23 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,495
shares
|
$3.23 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
38,454
shares
|
$3.23 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
38,413
shares
|
$3.22 Million
0.14% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
38,328
shares
|
$3.21 Million
0.25% of portfolio
|
Q2 2025
Added 773.87%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
38,322
shares
|
$3.21 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,236
shares
|
$3.21 Million
0.05% of portfolio
|
Q1 2025
Added 53.68%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
38,155
shares
|
$3.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
37,926
shares
|
$3.18 Million
0.3% of portfolio
|
Q1 2025
Added 159.43%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
37,714
shares
|
$3.16 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
37,658
shares
|
$3.16 Million
0.14% of portfolio
|
Q4 2023
Reduced 5.81%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
37,485
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
37,484
shares
|
$3.14 Million
0.38% of portfolio
|
Q2 2024
Reduced 31.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
37,337
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
37,281
shares
|
$3.13 Million
1.69% of portfolio
|
Q2 2025
Added 393.92%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
37,207
shares
|
$3.12 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
37,122
shares
|
$3.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
37,099
shares
|
$3.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
37,090
shares
|
$3.11 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.08%
|