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 |
|---|---|---|---|---|---|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$239,129
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,000
shares
|
$239,129
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,994
shares
|
$238,651
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,986
shares
|
$238,014
0.17% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,984
shares
|
$237,854
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
2,980
shares
|
$237,535
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,978
shares
|
$237,376
0.03% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
2,971
shares
|
$236,818
0.17% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,966
shares
|
$236,419
0.07% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,966
shares
|
$236,419
0.08% of portfolio
|
Q4 2024
Reduced 53.61%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
2,965
shares
|
$236,340
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,962
shares
|
$236,101
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,958
shares
|
$235,782
0.07% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
2,955
shares
|
$235,543
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,954
shares
|
$235,463
0.01% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
2,949
shares
|
$235,064
0.1% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,947
shares
|
$234,905
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,940
shares
|
$234,347
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
2,934
shares
|
$233,869
0.06% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
2,928
shares
|
$233,390
0.07% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$233,231
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
2,925
shares
|
$233,151
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,918
shares
|
$232,593
0.12% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
2,918
shares
|
$232,593
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,914
shares
|
$232,274
0.17% of portfolio
|
Q2 2025
New holding
|