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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,238
shares
|
$260,659
0.09% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,236
shares
|
$260,498
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
3,233
shares
|
$260,256
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,229
shares
|
$259,934
0.04% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
3,228
shares
|
$259,854
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,225
shares
|
$259,612
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
3,224
shares
|
$259,532
0.0% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,211
shares
|
$258,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,204
shares
|
$257,922
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
3,203
shares
|
$257,841
0.02% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
3,201
shares
|
$257,680
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
Aug 14, 2025 Q2 2025 |
3,198
shares
|
$257,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,189
shares
|
$256,714
0.0% of portfolio
|
Q2 2025
Reduced 75.82%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,187
shares
|
$256,553
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$256,070
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
3,179
shares
|
$255,909
0.08% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,179
shares
|
$255,909
0.09% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,173
shares
|
$255,426
0.01% of portfolio
|
Q2 2025
Added 50.66%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
3,164
shares
|
$254,702
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
3,162
shares
|
$254,541
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$254,541
0.2% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,158
shares
|
$254,219
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,156
shares
|
$254,058
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
3,155
shares
|
$253,977
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,153
shares
|
$253,816
0.13% of portfolio
|
Q2 2025
Added 10.63%
|