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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,151
shares
|
$253,655
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
3,151
shares
|
$253,655
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
3,143
shares
|
$253,011
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
3,143
shares
|
$253,011
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,141
shares
|
$252,850
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,139
shares
|
$252,689
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
3,139
shares
|
$252,689
0.18% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
3,135
shares
|
$252,367
0.0% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
3,135
shares
|
$252,367
0.15% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,133
shares
|
$252,206
0.04% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
3,129
shares
|
$251,884
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
3,126
shares
|
$251,643
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
3,120
shares
|
$251,160
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
3,119
shares
|
$251,079
0.05% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,119
shares
|
$251,079
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$250,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
3,115
shares
|
$250,757
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,112
shares
|
$250,516
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,109
shares
|
$250,274
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$249,550
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
3,098
shares
|
$249,389
0.02% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,090
shares
|
$248,745
0.15% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,087
shares
|
$248,503
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,086
shares
|
$248,423
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|