Free Trial
→ The Man I Turn to In Times Like This (From Stansberry Research) (Ad) Buy WFC Stock  Free WFC Stock Alerts

Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$73.76 +1.95 (+2.72%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$73.90 +0.13 (+0.18%)
As of 05/2/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1434
Total
Institutional Inflows
(last 12 months)
$11.51B
Number of
Institutional Sellers
(last 12 months)
1135
Total
Institutional Outflows
(last 12 months)
$13.12B
Get WFC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Wells Fargo & Company stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Tributary Capital Management LLC8,220$590K0.1%-20.6%0.000%
5/2/2025Woodward Diversified Capital LLC81,054$5.82M4.1%+0.5%0.002%
5/2/2025Concord Wealth Partners12,819$920K0.2%+68.3%0.000%
5/2/2025Dynasty Wealth Management LLC24,893$1.79M0.0%+0.8%0.001%
5/2/2025Verdence Capital Advisors LLC50,046$3.59M0.3%-5.2%0.002%
5/2/2025Mayflower Financial Advisors LLC4,973$357K0.1%-9.4%0.000%
5/2/2025Legacy Capital Wealth Partners LLC8,518$612K0.1%-32.4%0.000%
5/2/2025Allen Capital Group LLC8,434$605K0.1%+4.7%0.000%
5/2/2025Summit X LLC5,528$397K0.1%+39.7%0.000%
5/2/2025Equity Investment Corp1,914,867$137.47M3.1%-20.0%0.059%
5/2/2025Shayne & Jacobs LLC48,177$3.46M0.9%+17.6%0.001%
5/2/2025Welch & Forbes LLC46,194$3.32M0.0%-0.4%0.001%
5/2/2025SeaBridge Investment Advisors LLC31,142$2.24M0.5%+201.0%0.001%
5/2/2025Cullen Frost Bankers Inc.61,555$4.42M0.1%-0.2%0.002%
5/2/2025Private Wealth Management Group LLC792$57K0.0%+73.3%0.000%
5/2/2025Bryn Mawr Capital Management LLC4,452$320K0.0%+15.5%0.000%
5/2/2025Bridgewater Advisors Inc.6,934$493K0.0%N/A0.000%
5/2/2025Concord Asset Management LLC VA12,755$867K0.2%+89.8%0.000%
5/2/2025Larson Financial Group LLC9,122$655K0.0%+34.0%0.000%
5/2/2025Winslow Asset Management Inc.93,151$6.69M1.5%-1.2%0.003%
5/2/2025Wealthfront Advisers LLC381,486$27.39M0.1%+8.7%0.012%
5/2/2025Mosaic Family Wealth Partners LLC5,139$369K0.1%-4.2%0.000%
5/2/2025West Family Investments Inc.10,331$742K0.3%-1.7%0.000%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC39,871$2.86M0.7%+2.0%0.001%
5/2/2025First Command Advisory Services Inc.5,251$377K0.0%+6.8%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC50,725$3.64M1.0%N/A0.002%
5/2/2025Cornercap Investment Counsel Inc.50,657$3.64M1.9%-1.0%0.002%
5/2/2025Poehling Capital Management INC.142,382$10.22M2.6%-0.5%0.004%
5/2/2025Massachusetts Financial Services Co. MA10,740,934$771.09M0.3%+277.4%0.329%
5/2/2025LJI Wealth Management LLC21,099$1.52M0.3%-1.0%0.001%
5/2/2025Sumitomo Life Insurance Co.41,769$3.00M0.1%-1.5%0.001%
5/2/2025Asahi Life Asset Management CO. LTD.10,385$746K0.5%N/A0.000%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd26,826$1.93M0.0%-17.3%0.001%
5/2/2025Apollon Wealth Management LLC80,437$5.78M0.1%+2.6%0.002%
5/2/2025Hohimer Wealth Management LLC6,069$436K0.1%+18.5%0.000%
5/2/2025Bogart Wealth LLC1,313$94K0.0%+17.5%0.000%
5/2/2025Sigma Planning Corp53,212$3.82M0.1%+7.6%0.002%
5/2/2025Catalyst Financial Partners LLC12,473$895K0.2%+14.4%0.000%
5/2/2025Signaturefd LLC62,154$4.46M0.1%+15.8%0.002%
5/1/2025Mitchell Mcleod Pugh & Williams Inc.20,395$1.46M0.3%+1.6%0.001%
Donald Trump is about to free crypto from its chains … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
5/1/2025Florida Financial Advisors LLC14,039$1.00M0.4%+142.2%0.000%
5/1/2025Bleakley Financial Group LLC75,660$5.43M0.2%+3.8%0.002%
5/1/2025Securian Asset Management Inc.174,218$12.51M0.4%-2.6%0.005%
5/1/2025Zullo Investment Group Inc.6,327$454K0.2%+2.4%0.000%
5/1/2025Prudent Man Advisors LLC18,698$1.34M0.5%+2.4%0.001%
5/1/2025LRI Investments LLC6,690$480K0.0%-3.5%0.000%
5/1/2025Oldfather Financial Services LLC61,724$4.43M1.7%+3.6%0.002%
5/1/2025Marks Group Wealth Management Inc30,173$2.17M0.2%-0.8%0.001%
5/1/2025Secured Retirement Advisors LLC5,685$408K0.3%N/A0.000%
5/1/2025Greatmark Investment Partners Inc.15,043$1.08M0.1%-9.6%0.000%
5/1/2025TFR Capital LLC.6,809$489K0.2%+123.8%0.000%
5/1/2025United Wealth Management LLC3,818$274K0.1%-20.4%0.000%
5/1/2025Alaska Wealth Advisors6,040$434K0.1%-3.9%0.000%
5/1/2025High Note Wealth LLC1,089$78K0.0%+60.1%0.000%
5/1/2025Westmount Partners LLC31,626$2.27M0.7%+0.9%0.001%
5/1/2025Louisiana State Employees Retirement System176,900$12.70M0.3%-1.2%0.005%
5/1/2025Stephens Inc. AR83,612$6.00M0.1%-4.2%0.003%
5/1/2025Schechter Investment Advisors LLC20,910$1.50M0.1%-7.3%0.001%
5/1/2025Mutual of America Capital Management LLC382,484$27.46M0.3%-4.1%0.012%
5/1/2025FDx Advisors Inc.2,958$212K0.1%-17.8%0.000%
5/1/2025BankPlus Trust Department1,028$74K0.0%+105.6%0.000%
5/1/2025Arizona State Retirement System945,042$67.85M0.4%-4.3%0.029%
5/1/2025FUKOKU MUTUAL LIFE INSURANCE Co13,503$969K0.1%-5.6%0.000%
5/1/2025Kathmere Capital Management LLC14,638$1.05M0.1%-2.9%0.000%
5/1/2025Acorn Wealth Advisors LLC3,757$270K0.1%-5.3%0.000%
5/1/2025Ballentine Partners LLC43,680$3.14M0.1%+5.8%0.001%
5/1/2025Family Firm Inc.6,080$436K0.1%-2.9%0.000%
5/1/2025Fort Sheridan Advisors LLC23,565$1.69M0.3%-1.7%0.001%
5/1/2025Fortem Financial Group LLC6,759$485K0.2%+2.3%0.000%
5/1/2025Applied Capital LLC FL31,440$2.26M1.8%-0.5%0.001%
5/1/2025Diversify Wealth Management LLC29,678$2.11M0.2%-5.3%0.001%
5/1/2025Xponance Inc.492,774$35.38M0.3%-4.9%0.015%
5/1/2025Kesler Norman & Wride LLC4,856$349K0.1%-12.7%0.000%
5/1/2025Sage Rhino Capital LLC19,519$1.40M0.3%-1.8%0.001%
5/1/2025Fidelis Capital Partners LLC31,469$2.19M0.2%-3.1%0.001%
4/30/2025 Weil Company Inc.7,409$532K0.2%-5.1%0.000%
4/30/2025 State of Michigan Retirement System945,349$67.87M0.4%-1.2%0.029%
4/30/2025 MJP Associates Inc. ADV3,064$220K0.0%-28.4%0.000%
4/30/2025 Bernardo Wealth Planning LLC4,102$294K0.1%+5.7%0.000%
4/30/2025 Cerity Partners LLC884,082$63.47M0.1%+4.0%0.027%
4/30/2025 Alan B Lancz & Associates Inc.3,800$273K0.3%-20.8%0.000%
4/30/2025 Mcdonald Capital Investors Inc. CA789,017$56.64M3.6%-4.1%0.024%
4/30/2025 DMC Group LLC15,680$1.13M0.9%-10.7%0.000%
4/30/2025 Lountzis Asset Management LLC249,428$17.32M6.5%-0.9%0.008%
4/30/2025 Narus Financial Partners LLC4,986$358K0.1%+4.5%0.000%
4/30/2025 Telos Capital Management Inc.13,316$956K0.1%-1.6%0.000%
4/30/2025 Financial Gravity Asset Management Inc.928$67K0.0%N/A0.000%
4/30/2025 Alps Advisors Inc.6,821$490K0.0%-45.2%0.000%
4/30/2025 Stonebrook Private Inc.4,501$323K0.1%+11.4%0.000%
4/30/2025 CFO4Life Group LLC9,022$648K0.1%-1.7%0.000%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
4/30/2025 tru Independence LLC4,259$306K0.1%+7.6%0.000%
4/30/2025 True Vision MN LLC4,387$315K0.2%N/A0.000%
4/30/2025 Cooper Capital Advisors LLC3,867$278K0.3%-3.6%0.000%
4/30/2025 Leavell Investment Management Inc.21,732$1.56M0.1%-6.1%0.001%
4/30/2025 Quotient Wealth Partners LLC12,777$917K0.0%+5.9%0.000%
4/30/2025 Main Street Research LLC18,882$1.36M0.1%-9.1%0.001%
4/30/2025 First Interstate Bank3,486$250K0.0%-6.1%0.000%
4/30/2025 Nisa Investment Advisors LLC988,082$70.93M0.4%+9.1%0.030%
4/30/2025 Van Cleef Asset Management Inc7,816$561K0.1%-30.9%0.000%
4/30/2025 Moloney Securities Asset Management LLC5,266$378K0.1%+19.1%0.000%
(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, 2,470 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($21.20B), Geode Capital Management LLC ($5.00B), Dodge & Cox ($4.95B), Norges Bank ($3.37B), Capital International Investors ($3.23B), State Farm Mutual Automobile Insurance Co. ($3.04B), and Northern Trust Corp ($2.41B).Learn more on WFC's institutional investors.

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

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

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

Of the 2,028 institutional investors that purchased Wells Fargo & Company stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($101.21M), Capital International Investors ($25.27M), Capital Research Global Investors ($14.21M), Massachusetts Financial Services Co. MA ($8.57M), Two Sigma Advisers LP ($5.24M), Bank Julius Baer & Co. Ltd Zurich ($4.98M), and Canoe Financial LP ($4.38M).

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

Institutional investors have bought a total of 347,752,760 shares in the last 24 months. This purchase volume represents approximately $19.44B in transactions.

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

Of the 1,557 institutional investors that sold Wells Fargo & Company stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($21.26M), Arrowstreet Capital Limited Partnership ($20.04M), Primecap Management Co. CA ($18.45M), Vanguard Group Inc. ($16.55M), Dodge & Cox ($16.50M), Davis Selected Advisers ($14.67M), and Capital World Investors ($13.95M).

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

Institutional investors have sold a total of 334,139,545 shares in the last 24 months. This volume of shares sold represents approximately $18.99B in transactions.


Related Companies

This page (NYSE:WFC) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored