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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,154
shares
|
$432,265
0.03% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
5,149
shares
|
$431,846
0.04% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
5,148
shares
|
$431,762
0.08% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,141
shares
|
$431,175
0.12% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,139
shares
|
$431,007
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,134
shares
|
$430,588
0.22% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
5,131
shares
|
$430,336
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,124
shares
|
$429,749
0.03% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
5,108
shares
|
$428,407
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
5,108
shares
|
$428,407
0.13% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,101
shares
|
$427,820
0.09% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,092
shares
|
$427,066
0.04% of portfolio
|
Q1 2025
Added 33.23%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
5,079
shares
|
$425,975
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
5,075
shares
|
$425,640
0.13% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,075
shares
|
$425,640
0.05% of portfolio
|
Q1 2025
Reduced 62.66%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
5,074
shares
|
$425,556
0.04% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
5,050
shares
|
$423,543
0.35% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,046
shares
|
$423,208
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
5,040
shares
|
$422,704
0.0% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,006
shares
|
$419,853
0.06% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,006
shares
|
$419,853
0.25% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
5,000
shares
|
$419,350
0.37% of portfolio
|
Q4 2023
Reduced 73.73%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$419,350
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ruffer LLP
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$419,350
0.02% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
4,994
shares
|
$418,846
0.09% of portfolio
|
Q2 2025
Reduced 0.08%
|