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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$406,517
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$406,517
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,845
shares
|
$406,350
0.09% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
4,845
shares
|
$406,350
0.24% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,829
shares
|
$405,008
0.0% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,812
shares
|
$403,582
0.07% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$403,414
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
4,803
shares
|
$402,827
0.09% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
4,786
shares
|
$401,401
0.01% of portfolio
|
Q1 2025
Reduced 46.41%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
4,786
shares
|
$401,401
0.1% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$400,395
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
4,763
shares
|
$399,472
0.08% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
4,760
shares
|
$399,221
0.13% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
4,757
shares
|
$398,969
0.07% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,751
shares
|
$398,466
0.05% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
4,732
shares
|
$396,872
0.18% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,720
shares
|
$395,866
0.11% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
4,718
shares
|
$395,698
0.16% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
4,715
shares
|
$395,447
0.18% of portfolio
|
Q2 2025
Added 52.39%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,712
shares
|
$395,195
0.11% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,705
shares
|
$394,608
0.11% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
4,702
shares
|
$394,356
0.05% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
4,700
shares
|
$394,189
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,700
shares
|
$394,189
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
4,697
shares
|
$393,937
0.23% of portfolio
|
Q2 2025
Reduced 4.96%
|