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 2,933 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
3,684
shares
|
$293,651
0.32% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,683
shares
|
$293,571
0.2% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,676
shares
|
$293,013
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,676
shares
|
$293,013
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,662
shares
|
$291,898
0.03% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
3,660
shares
|
$291,738
0.19% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
3,660
shares
|
$291,738
0.25% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
3,655
shares
|
$291,340
0.13% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
3,650
shares
|
$290,941
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,643
shares
|
$290,383
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
3,637
shares
|
$289,905
0.09% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
3,637
shares
|
$289,905
0.08% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,630
shares
|
$289,347
0.1% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,623
shares
|
$288,789
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,620
shares
|
$288,550
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,601
shares
|
$287,035
0.08% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,599
shares
|
$286,876
0.16% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
3,597
shares
|
$286,716
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
3,590
shares
|
$286,158
0.02% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,579
shares
|
$285,282
0.06% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
3,568
shares
|
$284,405
0.07% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
3,554
shares
|
$283,289
0.17% of portfolio
|
Q1 2025
Reduced 66.69%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,549
shares
|
$282,890
0.27% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,531
shares
|
$281,456
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
3,506
shares
|
$279,463
0.11% of portfolio
|
Q1 2025
Reduced 65.66%
|