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 2,936 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 $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
4,213
shares
|
$338,219
0.05% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
4,208
shares
|
$337,818
0.02% of portfolio
|
Q2 2021
Added 11.54%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
4,203
shares
|
$337,416
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,184
shares
|
$335,891
0.02% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
4,180
shares
|
$335,570
0.24% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,177
shares
|
$335,329
0.01% of portfolio
|
Q4 2023
Reduced 19.19%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
4,174
shares
|
$335,088
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,170
shares
|
$334,767
0.18% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
4,170
shares
|
$334,767
0.11% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
4,168
shares
|
$334,607
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,159
shares
|
$333,884
0.05% of portfolio
|
Q1 2025
Added 21.4%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
4,159
shares
|
$333,884
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,155
shares
|
$333,563
0.04% of portfolio
|
Q1 2024
Reduced 13.53%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,151
shares
|
$333,242
0.06% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
4,151
shares
|
$333,242
0.18% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
4,147
shares
|
$332,921
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
4,139
shares
|
$332,278
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,128
shares
|
$331,395
0.06% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
4,123
shares
|
$330,994
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
4,123
shares
|
$330,994
0.16% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
4,121
shares
|
$330,833
0.13% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
4,102
shares
|
$329,308
0.07% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,101
shares
|
$329,228
0.08% of portfolio
|
Q1 2024
Reduced 19.6%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
4,100
shares
|
$329,148
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
4,093
shares
|
$328,586
0.06% of portfolio
|
Q2 2025
Added 32.33%
|