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 3,020 institutions that hold shares in the stock, with a total of 2.32 Billion shares, which have been reported (via 13F filing form) to have a value of $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
3,638
shares
|
$292,859
0.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
3,636
shares
|
$292,698
0.05% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,630
shares
|
$292,215
0.1% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,623
shares
|
$291,651
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
3,618
shares
|
$291,249
0.18% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,601
shares
|
$289,880
0.08% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,599
shares
|
$289,719
0.16% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
3,597
shares
|
$289,558
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,584
shares
|
$288,512
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
3,582
shares
|
$288,351
0.09% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,580
shares
|
$288,190
0.09% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,579
shares
|
$288,109
0.07% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,572
shares
|
$287,546
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,570
shares
|
$287,385
0.02% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,549
shares
|
$285,694
0.27% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
3,545
shares
|
$285,372
0.34% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,543
shares
|
$285,211
0.33% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,504
shares
|
$282,072
0.1% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$281,750
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,497
shares
|
$281,508
0.02% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
3,496
shares
|
$281,428
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,495
shares
|
$281,347
0.11% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,491
shares
|
$281,025
0.02% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
3,491
shares
|
$281,025
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,474
shares
|
$279,657
0.04% of portfolio
|
Q4 2024
New holding
|