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 |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
3,858
shares
|
$323,570
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,853
shares
|
$323,151
0.03% of portfolio
|
Q2 2025
Reduced 64.77%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,830
shares
|
$321,222
0.08% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
3,828
shares
|
$321,054
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,824
shares
|
$320,718
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
3,818
shares
|
$320,215
0.09% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,815
shares
|
$319,964
0.36% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
3,811
shares
|
$319,628
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
3,810
shares
|
$319,544
0.29% of portfolio
|
Q1 2025
Reduced 71.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,808
shares
|
$319,376
0.05% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,805
shares
|
$319,125
0.12% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
3,800
shares
|
$318,706
0.29% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
3,796
shares
|
$318,370
0.04% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
3,791
shares
|
$317,951
0.27% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
3,783
shares
|
$317,280
0.0% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,778
shares
|
$316,860
0.06% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,776
shares
|
$316,693
0.03% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,770
shares
|
$316,189
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
3,766
shares
|
$315,854
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,765
shares
|
$315,770
0.08% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,757
shares
|
$315,099
0.12% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,740
shares
|
$313,673
0.09% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
3,738
shares
|
$313,506
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$312,835
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
3,723
shares
|
$312,248
0.15% of portfolio
|
Q2 2025
Reduced 11.94%
|