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 2,857 institutions that hold shares in the stock, with a total of 2.23 Billion shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
2,980
shares
|
$192,835
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,977
shares
|
$192,641
0.06% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,977
shares
|
$192,641
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,966
shares
|
$191,929
0.08% of portfolio
|
Q4 2024
Reduced 53.61%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,965
shares
|
$191,865
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,958
shares
|
$191,412
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,957
shares
|
$191,347
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,954
shares
|
$191,153
0.01% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
2,950
shares
|
$190,894
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
2,948
shares
|
$190,765
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$189,341
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
2,925
shares
|
$189,276
0.01% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,924
shares
|
$189,212
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$188,435
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,909
shares
|
$188,241
0.05% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,908
shares
|
$188,176
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
2,905
shares
|
$187,982
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
2,904
shares
|
$187,917
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$187,658
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
2,898
shares
|
$187,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,896
shares
|
$187,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,895
shares
|
$187,335
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
2,892
shares
|
$187,141
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,879
shares
|
$186,300
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
2,872
shares
|
$185,847
0.02% of portfolio
|
Q4 2024
New holding
|