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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
2,913
shares
|
$234,496
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$234,416
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
2,902
shares
|
$233,611
0.03% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,867
shares
|
$230,793
0.05% of portfolio
|
Q2 2025
Reduced 63.16%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
2,865
shares
|
$230,632
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,862
shares
|
$230,391
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
2,860
shares
|
$230,230
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
2,854
shares
|
$229,747
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,845
shares
|
$229,022
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,845
shares
|
$229,022
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,843
shares
|
$228,861
0.09% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
2,842
shares
|
$228,781
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,820
shares
|
$227,010
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,817
shares
|
$226,768
0.09% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
2,801
shares
|
$225,480
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,800
shares
|
$225,400
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,800
shares
|
$225,400
0.02% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,798
shares
|
$225,239
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,793
shares
|
$224,836
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
2,793
shares
|
$224,836
0.12% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,790
shares
|
$224,595
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
2,790
shares
|
$224,595
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
2,788
shares
|
$224,434
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
2,783
shares
|
$224,031
0.1% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
2,770
shares
|
$222,985
0.06% of portfolio
|
Q2 2025
Added 0.51%
|