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 |
|---|---|---|---|---|---|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,473
shares
|
$279,576
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
3,469
shares
|
$279,254
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
3,467
shares
|
$279,093
0.05% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
3,462
shares
|
$278,691
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,457
shares
|
$278,288
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
3,457
shares
|
$278,288
0.07% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,452
shares
|
$277,886
0.26% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
3,450
shares
|
$277,725
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
3,448
shares
|
$277,564
0.02% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,441
shares
|
$277,000
0.1% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,438
shares
|
$276,759
0.1% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
3,434
shares
|
$276,437
0.12% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,430
shares
|
$276,115
0.04% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
3,421
shares
|
$275,390
0.08% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,420
shares
|
$275,310
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,415
shares
|
$274,907
0.04% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,403
shares
|
$273,941
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3,402
shares
|
$273,861
0.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
3,400
shares
|
$273,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,396
shares
|
$273,378
0.06% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
3,394
shares
|
$273,217
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
3,378
shares
|
$271,929
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
3,365
shares
|
$270,882
0.03% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
3,362
shares
|
$270,641
0.08% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
3,352
shares
|
$269,836
0.19% of portfolio
|
Q2 2025
Added 0.6%
|