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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
4,092
shares
|
$328,505
0.05% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,083
shares
|
$327,783
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,082
shares
|
$327,702
0.01% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,081
shares
|
$327,622
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
4,079
shares
|
$327,462
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
4,047
shares
|
$324,893
0.07% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,047
shares
|
$324,893
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
4,039
shares
|
$324,250
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$324,250
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,035
shares
|
$323,929
0.12% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,034
shares
|
$323,849
0.13% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
4,030
shares
|
$323,528
0.06% of portfolio
|
Q1 2025
Reduced 51.18%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,024
shares
|
$323,046
0.07% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,024
shares
|
$323,046
0.23% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
4,019
shares
|
$322,645
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
4,009
shares
|
$321,842
0.1% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,003
shares
|
$321,360
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,002
shares
|
$321,280
0.02% of portfolio
|
Q1 2025
Added 173.73%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,000
shares
|
$321,120
0.19% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
4,000
shares
|
$321,120
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,999
shares
|
$321,039
0.23% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
3,989
shares
|
$320,236
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
3,979
shares
|
$319,434
0.06% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$319,032
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,960
shares
|
$317,908
0.02% of portfolio
|
Q1 2025
Reduced 69.39%
|