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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
37,090
shares
|
$3.06 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
37,065
shares
|
$3.05 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
37,064
shares
|
$3.05 Million
0.05% of portfolio
|
Q1 2025
Added 109.04%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
37,058
shares
|
$3.05 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
37,021
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,826
shares
|
$3.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
36,706
shares
|
$3.02 Million
0.51% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
36,632
shares
|
$3.02 Million
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
36,483
shares
|
$3.01 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
36,324
shares
|
$2.99 Million
1.03% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
36,323
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
36,000
shares
|
$2.97 Million
0.29% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
35,979
shares
|
$2.96 Million
0.76% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
35,958
shares
|
$2.96 Million
1.61% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
35,786
shares
|
$2.95 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
35,725
shares
|
$2.94 Million
0.33% of portfolio
|
Q1 2023
Reduced 3.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
35,671
shares
|
$2.94 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
35,596
shares
|
$2.93 Million
0.32% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
35,181
shares
|
$2.9 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
34,951
shares
|
$2.88 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
34,611
shares
|
$2.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
34,513
shares
|
$2.84 Million
0.27% of portfolio
|
Q1 2024
Added 285.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
34,502
shares
|
$2.84 Million
0.11% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
34,275
shares
|
$2.82 Million
0.53% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
34,267
shares
|
$2.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.05%
|