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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
4,987
shares
|
$418,259
0.11% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
4,987
shares
|
$418,259
0.19% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,987
shares
|
$418,259
0.01% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,973
shares
|
$417,085
0.06% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,962
shares
|
$416,162
0.04% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,955
shares
|
$415,575
0.05% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,950
shares
|
$415,156
0.03% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,934
shares
|
$413,814
0.07% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
4,925
shares
|
$413,059
0.23% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
4,923
shares
|
$412,892
0.11% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
4,918
shares
|
$412,472
0.03% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,913
shares
|
$412,053
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,908
shares
|
$411,633
0.04% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,899
shares
|
$410,879
0.16% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
4,898
shares
|
$410,795
0.08% of portfolio
|
Q2 2025
Added 57.64%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,884
shares
|
$409,621
0.05% of portfolio
|
Q2 2024
Reduced 34.02%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,869
shares
|
$408,363
0.04% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,865
shares
|
$408,027
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
4,862
shares
|
$407,775
0.03% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
4,861
shares
|
$407,692
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
4,856
shares
|
$407,272
0.05% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
4,856
shares
|
$407,272
0.07% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
4,851
shares
|
$406,853
0.15% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
4,850
shares
|
$406,769
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
4,848
shares
|
$406,601
0.26% of portfolio
|
Q2 2025
Added 0.46%
|