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 |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,351
shares
|
$269,755
0.07% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,351
shares
|
$269,755
0.01% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
3,348
shares
|
$269,514
0.05% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$269,031
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
3,341
shares
|
$268,950
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
3,328
shares
|
$267,904
0.09% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
3,328
shares
|
$267,904
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,318
shares
|
$267,099
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
3,316
shares
|
$266,938
0.14% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,314
shares
|
$266,777
0.1% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,311
shares
|
$266,535
0.07% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,303
shares
|
$265,891
0.03% of portfolio
|
Q2 2025
Reduced 51.59%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
3,301
shares
|
$265,730
0.21% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
3,300
shares
|
$265,650
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
3,294
shares
|
$265,167
0.1% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
3,291
shares
|
$264,925
0.07% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
3,290
shares
|
$264,845
0.11% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,287
shares
|
$264,603
0.11% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,285
shares
|
$264,442
0.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,284
shares
|
$264,362
0.2% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,273
shares
|
$263,476
0.16% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
3,264
shares
|
$262,752
0.14% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,256
shares
|
$262,108
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
3,254
shares
|
$261,947
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,250
shares
|
$261,625
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|