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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$82.20 -0.31 (-0.37%)
As of 03:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1682
Total
Institutional Inflows
(last 12 months)
$93.73B
Number of
Institutional Sellers
(last 12 months)
1274
Total
Institutional Outflows
(last 12 months)
$13.66B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC216,618$17.36M0.1%+43.2%0.007%
8/26/2025 MASTERINVEST Kapitalanlage GmbH16,968$1.36M0.1%N/A0.001%
8/20/2025 Thompson Davis & CO. Inc.3,856$309K0.2%N/A0.000%
8/20/2025 Kentucky Retirement Systems210,962$16.90M0.5%-6.2%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund89,537$7.17M0.5%-6.5%0.003%
8/20/2025 Coppell Advisory Solutions LLC30,068$2.39M0.3%-15.7%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.31,955$2.56M0.1%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.1,341$107K0.0%+496.0%0.000%
8/19/2025 Cape Investment Advisory Inc.7,864$630K0.2%+2.3%0.000%
8/19/2025 Advisory Services Network LLC117,617$9.48M0.2%+5.3%0.004%
8/19/2025 Pitcairn Co.50,798$4.07M0.3%-13.3%0.002%
8/18/2025 Tyler Stone Wealth Management4,069$326K0.1%-6.6%0.000%
8/18/2025 Tactive Advisors LLC8,267$662K0.2%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC28,181$2.26M0.2%-5.5%0.001%
8/18/2025 Westwood Holdings Group Inc.1,217,182$97.52M0.7%+2.5%0.038%
8/18/2025 Kestra Investment Management LLC16,545$1.33M0.0%+132.1%0.001%
8/18/2025 Wellington Capital Management Inc.3,015$242K0.3%N/A0.000%
8/18/2025 Rexford Capital Inc.9,574$767K0.6%N/A0.000%
8/18/2025 Pacific Center for Financial Services14,021$1.12M0.3%-2.7%0.000%
8/16/2025 Public Sector Pension Investment Board1,579,674$126.56M0.5%-11.7%0.049%
8/16/2025 Winslow Asset Management Inc.94,131$7.54M1.5%+1.1%0.003%
8/16/2025 Evergreen Capital Management LLC30,038$2.41M0.1%+1.6%0.001%
8/16/2025 Headlands Technologies LLC17,354$1.39M0.2%-74.1%0.001%
8/15/2025 Strategic Investment Advisors MI9,882$783K0.1%-13.2%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co1,511,493$121.14M0.2%-1.7%0.047%
8/15/2025 44 Wealth Management LLC50,465$4.04M1.4%-0.4%0.002%
8/15/2025 Tower Research Capital LLC TRC 155,628$12.47M0.3%+42.9%0.005%
8/15/2025 Front Street Capital Management Inc.3,805$305K0.1%-5.6%0.000%
8/15/2025 MUFG Securities EMEA plc9,616$770K0.0%N/A0.000%
8/15/2025 Brooks Moore & Associates Inc.13,285$1.07M0.6%-1.5%0.000%
8/15/2025 Binnacle Investments Inc774$62K0.0%+32.8%0.000%
8/15/2025 Resources Management Corp CT ADV25,303$2.03M0.3%-2.6%0.001%
8/15/2025 Semmax Financial Advisors Inc.81,727$6.40M1.6%-2.9%0.003%
8/15/2025 Rakuten Securities Inc.318$25K0.0%-61.6%0.000%
8/15/2025 Auxier Asset Management31,627$2.53M0.4%-0.5%0.001%
8/15/2025 State of Tennessee Department of Treasury1,153,114$92.39M0.3%-7.1%0.036%
8/15/2025 Hayek Kallen Investment Management6,360$510K0.2%+33.6%0.000%
8/15/2025 FSB Premier Wealth Management Inc.34,573$2.77M1.0%+19.8%0.001%
8/15/2025 E Fund Management Co. Ltd.33,859$2.71M0.1%-20.0%0.001%
8/15/2025 DCM Advisors LLC122,622$9.82M4.2%+10.2%0.004%
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8/15/2025 Stonebridge Capital Advisors LLC49,819$3.99M0.3%-1.7%0.002%
8/15/2025 Keel Point LLC17,820$1.43M0.1%+26.0%0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC54,679$4.38M1.0%+7.8%0.002%
8/15/2025 Vident Advisory LLC85,884$6.88M0.1%+7.2%0.003%
8/15/2025 Visionary Wealth Advisors9,331$748K0.0%+71.4%0.000%
8/15/2025 Voleon Capital Management LP165,331$13.25M0.7%+32.4%0.005%
8/15/2025 Voya Financial Advisors Inc.44,615$3.55M0.4%+4.3%0.001%
8/15/2025 Two Sigma Securities LLC11,558$926K0.1%N/A0.000%
8/15/2025 Talisman Wealth Advisors LLC4,775$383K0.3%+4.4%0.000%
8/15/2025 Teewinot Capital Advisers L.L.C.1,120,217$89.75M7.4%+78.3%0.035%
8/15/2025 Theleme Partners LLP2,643,000$211.76M12.9%+24.5%0.083%
8/15/2025 Scott Marsh Financial LLC15,576$1.25M0.5%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC24,695$1.96M0.2%-12.3%0.001%
8/15/2025 Snowden Capital Advisors LLC29,981$2.40M0.1%+12.6%0.001%
8/15/2025 Sompo Asset Management Co. Ltd.14,060$1.13M0.2%-23.2%0.000%
8/15/2025 Royal London Asset Management Ltd.1,596,336$127.90M0.3%-4.5%0.050%
8/15/2025 Rafferty Asset Management LLC1,082,044$86.69M0.3%+0.4%0.034%
8/15/2025 Redwood Investment Management LLC3,652$293K0.0%-42.9%0.000%
8/15/2025 Oxford Asset Management LLP5,721$458K0.2%N/A0.000%
8/15/2025 Oxford Financial Group LTD. LLC6,719$538K0.0%-9.1%0.000%
8/15/2025 Orion Porfolio Solutions LLC216,496$17.35M0.1%+43.1%0.007%
8/15/2025 MML Investors Services LLC547,212$43.84M0.1%+5.7%0.017%
8/15/2025 Monetary Management Group Inc.9,645$773K0.2%+14.9%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.26,168$2.10M0.1%-59.4%0.001%
8/15/2025 Modern Wealth Management LLC12,751$1.02M0.0%-1.2%0.000%
8/15/2025 London Co. of Virginia28,141$2.26M0.0%-0.6%0.001%
8/15/2025 Hilton Capital Management LLC45,635$3.66M0.3%N/A0.001%
8/15/2025 Humankind Investments LLC7,288$584K0.1%-13.2%0.000%
8/15/2025 ICONIQ Capital LLC16,431$1.32M0.0%-6.5%0.001%
8/15/2025 IHT Wealth Management LLC18,766$1.50M0.0%+7.8%0.001%
8/15/2025 Great Valley Advisor Group Inc.16,909$1.36M0.0%-3.2%0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC12,638$1.01M0.0%-4.2%0.000%
8/15/2025 EP Wealth Advisors LLC298,319$23.90M0.2%+24.2%0.009%
8/15/2025 Engineers Gate Manager LP96,223$7.71M0.1%+371.8%0.003%
8/15/2025 Essential Planning LLC.2,596$208K0.1%N/A0.000%
8/15/2025 Beck Mack & Oliver LLC3,682$295K0.0%-9.8%0.000%
8/15/2025 Benjamin Edwards Inc.42,259$3.39M0.0%+14.1%0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S288,359$23.10M0.2%+19.9%0.009%
8/15/2025 Boothbay Fund Management LLC15,702$1.26M0.0%-75.4%0.000%
8/15/2025 Brandywine Trust Co.209,438$16.78M2.6%-0.3%0.007%
8/15/2025 Bridgeway Capital Management LLC335,752$26.90M0.6%+2.4%0.010%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,131,781$90.68M0.5%+4.4%0.035%
8/15/2025 Blue Capital Inc.28,003$2.24M1.6%N/A0.001%
8/15/2025 Adage Capital Partners GP L.L.C.2,950,512$236.40M0.4%+4.2%0.092%
8/15/2025 AQR Capital Management LLC1,020,317$81.75M0.1%-14.2%0.032%
8/14/2025 Connecticut Wealth Management LLC7,226$579K0.0%-3.0%0.000%
8/14/2025 CTC Alternative Strategies Ltd.9,280$744K0.7%+106.2%0.000%
8/14/2025 Basswood Capital Management L.L.C.575,917$46.14M2.1%+83.4%0.018%
8/14/2025 Ausdal Financial Partners Inc.8,582$687K0.0%-28.6%0.000%
8/14/2025 California State Teachers Retirement System5,102,606$408.82M0.5%-0.6%0.159%
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8/14/2025 Vista Investment Management23,998$1.92M0.7%-1.1%0.001%
8/14/2025 NCM Capital Management LLC2,660$213K0.1%N/A0.000%
8/14/2025 Transamerica Financial Advisors LLC8,726$699K0.1%-5.2%0.000%
8/14/2025 Canada Pension Plan Investment Board4,271,200$342.21M0.3%-19.5%0.133%
8/14/2025 Bayesian Capital Management LP137,400$11.01M1.7%N/A0.004%
8/14/2025 Peak Asset Management LLC27,909$2.24M0.4%+0.7%0.001%
8/14/2025 FJ Capital Management LLC105,067$8.42M0.9%+5.0%0.003%
8/14/2025 Parkwood LLC130,983$10.49M0.9%-3.9%0.004%
8/14/2025 Quantinno Capital Management LP609,751$48.85M0.2%+35.7%0.019%
8/14/2025 Diversify Wealth Management LLC29,154$2.32M0.1%-1.8%0.001%
(Data available from 1/1/2016 forward)

WFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFC shares?

During the previous two years, 2,580 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($24.20B), Geode Capital Management LLC ($5.87B), Dodge & Cox ($4.07B), Norges Bank ($3.99B), Capital International Investors ($3.23B), State Farm Mutual Automobile Insurance Co. ($2.99B), and Northern Trust Corp ($2.43B).Learn more on Wells Fargo & Company's institutional investors.

What percentage of Wells Fargo & Company's stock is owned by institutional investors?

75.90% of Wells Fargo & Company's stock is owned by institutional investors. Learn more on WFC's institutional investor holdings.

Which institutional investors have been buying Wells Fargo & Company's stock?

Of the 2,146 institutional investors that purchased Wells Fargo & Company's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Livforsakringsbolaget Skandia Omsesidigt ($949.78M), Norges Bank ($151.02M), Massachusetts Financial Services Co. MA ($14.47M), Capital Research Global Investors ($14.21M), Two Sigma Advisers LP ($5.24M), 1832 Asset Management L.P. ($5.03M), and Canoe Financial LP ($4.98M).

How much institutional buying is happening at Wells Fargo & Company?

Institutional investors have bought a total of 1,192,031,471 shares in the last 24 months. This purchase volume represents approximately $93.73B in transactions.

Which of Wells Fargo & Company's major shareholders have been selling company stock?

Of the 1,275 institutional investors that sold Wells Fargo & Company's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($36.20M), Arrowstreet Capital Limited Partnership ($20.04M), Primecap Management Co. CA ($19.02M), Vanguard Group Inc. ($6.28M), Davis Selected Advisers ($6.09M), Pzena Investment Management LLC ($5.88M), and Barrow Hanley Mewhinney & Strauss LLC ($4.73M).

How much institutional selling is happening at Wells Fargo & Company?

Institutional investors have sold a total of 193,248,855 shares in the last 24 months. This volume of shares sold represents approximately $13.66B in transactions.


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This page (NYSE:WFC) was last updated on 8/28/2025 by MarketBeat.com Staff
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