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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,536
shares
|
$373,675
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,518
shares
|
$372,192
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,515
shares
|
$371,945
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,501
shares
|
$370,792
0.08% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
4,500
shares
|
$370,710
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,500
shares
|
$370,710
0.21% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,490
shares
|
$369,886
0.19% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
4,487
shares
|
$369,639
0.12% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
4,480
shares
|
$369,062
0.02% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
4,474
shares
|
$368,568
0.18% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,468
shares
|
$368,073
0.19% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,466
shares
|
$367,909
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,458
shares
|
$367,250
0.02% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
4,452
shares
|
$366,755
0.02% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
4,442
shares
|
$365,931
0.17% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,442
shares
|
$365,931
0.07% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
4,438
shares
|
$365,602
0.02% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
4,422
shares
|
$364,284
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,421
shares
|
$364,201
0.07% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,420
shares
|
$364,119
0.14% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
4,410
shares
|
$363,295
0.23% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
4,407
shares
|
$363,048
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
4,402
shares
|
$362,636
0.06% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
4,400
shares
|
$362,472
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
4,400
shares
|
$362,472
0.08% of portfolio
|
Q3 2024
Added 120.0%
|