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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
2,913
shares
|
$232,195
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$232,115
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,909
shares
|
$231,876
0.05% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,904
shares
|
$231,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
2,902
shares
|
$231,318
0.03% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,897
shares
|
$230,919
0.16% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,885
shares
|
$229,963
0.06% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
2,872
shares
|
$228,927
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
2,865
shares
|
$228,369
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,860
shares
|
$227,970
0.16% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,851
shares
|
$227,253
0.02% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,850
shares
|
$227,173
0.11% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,845
shares
|
$226,774
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,843
shares
|
$226,615
0.09% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,836
shares
|
$226,057
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
2,825
shares
|
$225,180
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,820
shares
|
$224,782
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
2,819
shares
|
$224,702
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,817
shares
|
$224,543
0.1% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,804
shares
|
$223,506
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,800
shares
|
$223,187
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,800
shares
|
$223,187
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,798
shares
|
$223,028
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,793
shares
|
$222,630
0.05% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,791
shares
|
$222,470
0.01% of portfolio
|
Q1 2025
New holding
|