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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,955
shares
|
$317,507
0.1% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$317,427
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,946
shares
|
$316,784
0.14% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
3,944
shares
|
$316,624
0.05% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,944
shares
|
$316,624
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$316,463
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,930
shares
|
$315,500
0.02% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,929
shares
|
$315,420
0.0% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,919
shares
|
$314,617
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
3,914
shares
|
$314,215
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
3,906
shares
|
$313,573
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
3,897
shares
|
$312,851
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,888
shares
|
$312,128
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$311,727
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,880
shares
|
$311,486
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
3,878
shares
|
$311,325
0.02% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
3,877
shares
|
$311,245
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,869
shares
|
$310,603
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,869
shares
|
$310,603
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
3,867
shares
|
$310,442
0.3% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
3,866
shares
|
$310,362
0.11% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
3,866
shares
|
$310,362
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$310,362
0.12% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
3,858
shares
|
$309,720
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
3,839
shares
|
$308,194
0.07% of portfolio
|
Q1 2025
Added 2.56%
|