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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,086
shares
|
$248,423
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
3,084
shares
|
$248,262
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
3,083
shares
|
$248,181
0.14% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
3,074
shares
|
$247,457
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,072
shares
|
$247,296
0.1% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,072
shares
|
$247,296
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,071
shares
|
$247,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,069
shares
|
$247,054
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
3,064
shares
|
$246,652
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
3,050
shares
|
$245,525
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,048
shares
|
$245,364
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,045
shares
|
$245,122
0.02% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,040
shares
|
$244,720
0.08% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,040
shares
|
$244,720
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
3,030
shares
|
$243,915
0.06% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
3,027
shares
|
$243,673
0.2% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,026
shares
|
$243,593
0.26% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
3,022
shares
|
$243,271
0.04% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
3,021
shares
|
$243,190
0.05% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
3,015
shares
|
$242,707
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,014
shares
|
$242,627
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
3,011
shares
|
$242,385
0.01% of portfolio
|
Q2 2025
Reduced 28.73%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
3,008
shares
|
$242,144
0.08% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,003
shares
|
$241,741
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
3,002
shares
|
$241,661
0.02% of portfolio
|
Q2 2025
Added 0.07%
|