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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,179
shares
|
$253,398
0.08% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,177
shares
|
$253,238
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,167
shares
|
$252,441
0.01% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
3,164
shares
|
$252,202
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$252,043
0.2% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,160
shares
|
$251,883
0.02% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,158
shares
|
$251,724
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
3,158
shares
|
$251,724
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,156
shares
|
$251,564
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,156
shares
|
$251,564
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,151
shares
|
$251,166
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,141
shares
|
$250,369
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
3,139
shares
|
$250,209
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
3,139
shares
|
$250,209
0.18% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,137
shares
|
$250,050
0.31% of portfolio
|
Q1 2025
Reduced 51.7%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
3,135
shares
|
$249,890
0.15% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
3,126
shares
|
$249,173
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,119
shares
|
$248,615
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$248,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,115
shares
|
$248,296
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
3,110
shares
|
$247,898
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,106
shares
|
$247,579
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
3,106
shares
|
$247,579
0.09% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$247,100
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
3,093
shares
|
$246,543
0.05% of portfolio
|
Q1 2025
New holding
|