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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,287
shares
|
$262,006
0.11% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
3,285
shares
|
$261,847
0.04% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,285
shares
|
$261,847
0.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
3,276
shares
|
$261,129
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
3,276
shares
|
$261,129
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
3,273
shares
|
$260,890
0.16% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,269
shares
|
$260,571
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,256
shares
|
$259,535
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
3,250
shares
|
$259,057
0.05% of portfolio
|
Q4 2024
Added 3593.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,250
shares
|
$259,057
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
3,248
shares
|
$258,898
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
3,248
shares
|
$258,898
0.1% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
3,244
shares
|
$258,579
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
3,241
shares
|
$258,340
0.06% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,229
shares
|
$257,383
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
3,227
shares
|
$257,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,211
shares
|
$255,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,211
shares
|
$255,948
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,207
shares
|
$255,629
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,205
shares
|
$255,470
0.05% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,204
shares
|
$255,390
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
May 15, 2025 Q1 2025 |
3,198
shares
|
$254,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,198
shares
|
$254,912
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,187
shares
|
$254,035
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$253,557
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|