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 2,943 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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
3,866
shares
|
$318,481
0.11% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
3,866
shares
|
$318,481
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$318,481
0.12% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
3,858
shares
|
$317,822
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
3,839
shares
|
$316,256
0.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,830
shares
|
$315,515
0.08% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
3,828
shares
|
$315,350
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,824
shares
|
$315,021
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
3,818
shares
|
$314,526
0.09% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,815
shares
|
$314,279
0.36% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
3,811
shares
|
$313,950
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
3,810
shares
|
$313,867
0.29% of portfolio
|
Q1 2025
Reduced 71.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,808
shares
|
$313,703
0.05% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,805
shares
|
$313,455
0.12% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
3,800
shares
|
$313,044
0.29% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
3,796
shares
|
$312,714
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
|
$312,302
0.27% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
3,783
shares
|
$311,643
0.0% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,778
shares
|
$311,231
0.06% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,776
shares
|
$311,066
0.03% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,770
shares
|
$310,572
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
3,766
shares
|
$310,243
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,765
shares
|
$310,160
0.08% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,757
shares
|
$309,501
0.12% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,740
shares
|
$308,101
0.09% of portfolio
|
Q1 2025
Added 1.36%
|