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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,790
shares
|
$222,390
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,786
shares
|
$222,072
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,785
shares
|
$221,992
0.04% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,769
shares
|
$220,716
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,767
shares
|
$220,557
0.16% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,758
shares
|
$219,840
0.07% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,756
shares
|
$219,680
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
2,746
shares
|
$218,883
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,742
shares
|
$218,564
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,737
shares
|
$218,166
0.04% of portfolio
|
Q2 2025
Reduced 36.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,734
shares
|
$217,927
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,694
shares
|
$214,738
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,672
shares
|
$212,985
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
2,671
shares
|
$212,905
0.02% of portfolio
|
Q1 2025
Added 130.46%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,662
shares
|
$212,188
0.03% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,656
shares
|
$211,709
0.08% of portfolio
|
Q1 2025
Added 431.2%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,644
shares
|
$210,753
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,638
shares
|
$210,274
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
2,635
shares
|
$210,035
0.17% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,625
shares
|
$209,238
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,616
shares
|
$208,521
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,610
shares
|
$208,043
0.01% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,605
shares
|
$207,644
0.07% of portfolio
|
Q4 2022
Added 6.76%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,592
shares
|
$206,608
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,572
shares
|
$205,014
0.09% of portfolio
|
Q1 2025
Reduced 1.46%
|