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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,500
shares
|
$278,985
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,486
shares
|
$277,869
0.02% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
3,486
shares
|
$277,869
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
3,479
shares
|
$277,311
0.09% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,474
shares
|
$276,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,473
shares
|
$276,832
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,468
shares
|
$276,434
0.03% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
3,465
shares
|
$276,195
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,457
shares
|
$275,557
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,452
shares
|
$275,158
0.26% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
3,450
shares
|
$274,999
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
3,444
shares
|
$274,521
0.13% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,441
shares
|
$274,282
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,440
shares
|
$274,202
0.11% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,438
shares
|
$274,042
0.1% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
3,434
shares
|
$273,724
0.12% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,433
shares
|
$273,644
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
3,421
shares
|
$272,687
0.08% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,420
shares
|
$272,608
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,409
shares
|
$271,731
0.1% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,406
shares
|
$271,492
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,403
shares
|
$271,253
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,400
shares
|
$271,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
3,399
shares
|
$270,934
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
3,398
shares
|
$270,854
0.47% of portfolio
|
Q4 2024
New holding
|