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 |
|---|---|---|---|---|---|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$241,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,993
shares
|
$240,936
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,993
shares
|
$240,936
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,990
shares
|
$240,695
0.21% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,986
shares
|
$240,373
0.17% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
2,985
shares
|
$240,292
0.18% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
2,980
shares
|
$239,890
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
2,979
shares
|
$239,809
0.17% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,978
shares
|
$239,729
0.03% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,966
shares
|
$238,763
0.07% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,966
shares
|
$238,763
0.08% of portfolio
|
Q4 2024
Reduced 53.61%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,964
shares
|
$238,602
0.03% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,960
shares
|
$238,280
0.05% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
2,950
shares
|
$237,475
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
2,949
shares
|
$237,394
0.1% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,948
shares
|
$237,314
0.03% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,947
shares
|
$237,233
0.06% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,947
shares
|
$237,233
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,940
shares
|
$236,670
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$235,543
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
2,925
shares
|
$235,462
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
2,922
shares
|
$235,221
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,918
shares
|
$234,899
0.12% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,916
shares
|
$234,738
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,914
shares
|
$234,577
0.17% of portfolio
|
Q2 2025
New holding
|