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Wells Fargo & Company (WFC) Institutional Ownership

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$80.64 +0.93 (+1.17%)
Closing price 03:59 PM Eastern
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$80.50 -0.14 (-0.18%)
As of 07:59 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)
1549
Total
Institutional Inflows
(last 12 months)
$88.11B
Number of
Institutional Sellers
(last 12 months)
1213
Total
Institutional Outflows
(last 12 months)
$13.76B
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Cooper Financial Group6,624$531K0.1%-16.1%0.000%
7/17/2025One Wealth Advisors LLC32,688$2.62M0.4%-1.3%0.001%
7/17/2025Trivium Point Advisory LLC4,962$398K0.0%+19.3%0.000%
7/17/2025Cornerstone Wealth Advisors Inc.6,921$555K0.1%+49.4%0.000%
7/17/2025Alliance Wealth Advisors LLC11,107$890K0.5%+4.0%0.000%
7/17/2025Greenleaf Trust72,506$5.81M0.1%-4.6%0.002%
7/17/2025XML Financial LLC12,971$1.04M0.1%-20.7%0.000%
7/17/2025 Capital Investment Advisors LLC42,362$3.39M0.1%-5.8%0.001%
7/17/2025Bennett Selby Investments LP33,168$2.66M0.9%+1.2%0.001%
7/17/2025Raleigh Capital Management Inc.14,817$1.19M0.5%-0.9%0.000%
7/17/2025Asio Capital LLC51,146$4.10M0.7%+3.6%0.002%
7/17/2025Spartan Planning & Wealth Management6,960$558K0.5%+5.0%0.000%
7/17/2025Venture Visionary Partners LLC33,856$2.71M0.1%-5.6%0.001%
7/17/2025Campion Asset Management5,997$480K0.4%-6.4%0.000%
7/17/2025Oakworth Capital Inc.4,438$356K0.0%-28.7%0.000%
7/17/2025SWS Partners42,662$3.42M0.9%-4.1%0.001%
7/17/2025Archford Capital Strategies LLC25,992$2.08M0.3%+39.5%0.001%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH16,859$1.35M0.3%+229.5%0.001%
7/17/2025Moss Adams Wealth Advisors LLC11,589$929K0.1%-1.2%0.000%
7/17/2025Rempart Asset Management Inc.314,910$25.23M4.8%-2.0%0.010%
7/17/2025R.H. Investment Group LLC71,381$5.72M5.2%-0.2%0.002%
7/17/2025V Square Quantitative Management LLC5,158$413K0.1%+43.6%0.000%
7/17/2025Scott & Selber Inc.30,412$2.44M0.7%+0.6%0.001%
7/17/2025Genesis Private Wealth LLC4,715$378K0.2%+52.4%0.000%
7/17/2025Investment Advisory Services Inc. TX ADV3,008$241K0.1%+7.4%0.000%
7/17/2025Moody Lynn & Lieberson LLC148,443$11.89M0.7%N/A0.005%
7/17/2025Lazari Capital Management Inc.18,740$1.50M0.6%+2.7%0.001%
7/17/2025Peoples Financial Services CORP.11,739$941K0.5%-4.9%0.000%
7/17/2025Smith Salley Wealth Management43,236$3.46M0.2%-1.3%0.001%
7/17/2025City Holding Co.1,610$129K0.0%-13.0%0.000%
7/17/2025Argus Investors Counsel Inc.31,422$2.52M1.8%+1.8%0.001%
7/17/2025Tritonpoint Wealth LLC134,508$10.78M1.0%-2.1%0.004%
7/17/2025Sonora Investment Management Group LLC5,716$458K0.0%+21.6%0.000%
7/17/2025Coastline Trust Co6,976$559K0.1%-4.1%0.000%
7/17/2025Fort Washington Investment Advisors Inc. OH1,053,731$84.43M0.5%-10.4%0.032%
7/17/2025Guyasuta Investment Advisors Inc.4,257$341K0.0%+6.3%0.000%
7/17/2025Stockman Wealth Management Inc.5,932$475K0.1%+43.1%0.000%
7/17/2025Avior Wealth Management LLC51,835$4.15M0.1%+3.1%0.002%
7/17/2025Uncommon Cents Investing LLC113,354$9.08M2.4%-1.4%0.003%
7/17/2025KWB Wealth5,541$444K0.1%-3.4%0.000%
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7/17/2025TBH Global Asset Management LLC6,212$498K0.1%-3.5%0.000%
7/17/2025Sterneck Capital Management LLC6,415$514K0.3%+7.0%0.000%
7/17/2025Sage Rhino Capital LLC21,215$1.70M0.4%+8.7%0.001%
7/17/2025KG&L Capital Management LLC15,432$1.24M0.4%+50.9%0.000%
7/17/2025SeaBridge Investment Advisors LLC22,640$1.81M0.3%-27.3%0.001%
7/17/2025Western Financial Corp CA86,377$6.92M3.7%-10.2%0.003%
7/17/2025LVW Advisors LLC7,218$578K0.1%+6.8%0.000%
7/16/2025 Diversified Enterprises LLC7,685$616K0.0%-9.7%0.000%
7/16/2025 ORG Wealth Partners LLC880$72K0.0%+1,013.9%0.000%
7/16/2025 West Branch Capital LLC24,899$2.00M0.6%+12.7%0.001%
7/16/2025 Advisors Management Group Inc. ADV8,438$676K0.1%-3.6%0.000%
7/16/2025 Signaturefd LLC63,173$5.06M0.1%+1.6%0.002%
7/16/2025 Gradient Capital Advisors LLC4,720$378K0.1%+14.0%0.000%
7/16/2025 Howard Capital Management Group LLC4,950$397K0.0%-9.2%0.000%
7/16/2025 1834 Investment Advisors Co.18,026$1.44M0.2%+1.3%0.001%
7/16/2025 State of Alaska Department of Revenue608,687$48.77M0.5%-3.1%0.019%
7/16/2025 Patton Fund Management Inc.3,158$253K0.2%N/A0.000%
7/16/2025 Kathmere Capital Management LLC16,231$1.30M0.1%+10.9%0.000%
7/16/2025 PFS Partners LLC482$39K0.0%+55.0%0.000%
7/16/2025 ST Germain D J Co. Inc.342,501$27.44M1.2%+5.7%0.011%
7/16/2025 Novem Group6,132$491K0.1%+6.3%0.000%
7/16/2025 Beaumont Financial Advisors LLC3,662$293K0.0%+16.9%0.000%
7/16/2025 Five Oceans Advisors3,723$298K0.1%-11.9%0.000%
7/16/2025 EdgeRock Capital LLC4,083$327K0.1%N/A0.000%
7/16/2025 Hartford Investment Management Co.196,389$15.74M0.5%-2.2%0.006%
7/16/2025 Meyer Handelman Co.218,711$17.52M0.6%-0.5%0.007%
7/16/2025 Bank Pictet & Cie Europe AG825,992$66.18M1.4%-6.4%0.025%
7/16/2025 Traveka Wealth LLC5,669$454K0.2%+18.6%0.000%
7/16/2025 MKT Advisors LLC4,420$360K0.1%-6.4%0.000%
7/16/2025 Banque Pictet & Cie SA1,193,484$95.62M0.7%-4.1%0.037%
7/16/2025 Dakota Wealth Management17,712$1.42M0.0%+2.8%0.001%
7/16/2025 Perigon Wealth Management LLC134,479$10.77M0.3%-8.2%0.004%
7/16/2025 Octavia Wealth Advisors LLC3,457$277K0.0%-10.1%0.000%
7/16/2025 Kennedy Investment Group19,859$1.59M0.7%+3.2%0.001%
7/16/2025 Plancorp LLC15,101$1.21M0.0%-1.6%0.000%
7/16/2025 Motive Wealth Advisors3,655$293K0.1%+3.7%0.000%
7/15/2025 LeConte Wealth Management LLC3,328$267K0.2%N/A0.000%
7/15/2025 McAdam LLC8,217$658K0.0%-3.0%0.000%
7/15/2025 Xcel Wealth Management LLC29,875$2.39M0.7%+1.0%0.001%
7/15/2025 Aspire Capital Advisors LLC2,746$220K0.1%N/A0.000%
7/15/2025 Retireful LLC2,914$233K0.2%N/A0.000%
7/15/2025 Verum Partners LLC7,265$582K0.1%+1.8%0.000%
7/15/2025 TD Private Client Wealth LLC75,877$6.08M0.1%+2.5%0.002%
7/15/2025 Mather Group LLC.22,782$1.83M0.0%-2.7%0.001%
7/15/2025 Public Employees Retirement System of Ohio1,358,025$108.81M0.4%-2.0%0.042%
7/15/2025 Lynch & Associates IN6,729$539K0.1%+2.0%0.000%
7/15/2025 Northside Capital Management LLC32,349$2.59M0.2%+17.5%0.001%
7/15/2025 IMS Capital Management49,517$3.97M1.9%N/A0.002%
7/15/2025 Financial Management Professionals Inc.854$68K0.0%+19.3%0.000%
7/15/2025 Ballentine Partners LLC42,845$3.43M0.1%-1.9%0.001%
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7/15/2025 Wilsey Asset Management Inc.607,332$48.66M9.0%-0.2%0.019%
7/15/2025 Cigna Investments Inc. New32,057$2.57M0.4%-3.1%0.001%
7/15/2025 tru Independence LLC4,009$321K0.1%-5.9%0.000%
7/15/2025 BCS Wealth Management3,420$274K0.1%N/A0.000%
7/15/2025 Charter Capital Management LLC DE5,471$438K0.3%N/A0.000%
7/15/2025 Norden Group LLC53,006$4.25M0.5%+3.1%0.002%
7/15/2025 Legacy Financial Group LLC8,554$685K0.1%-5.5%0.000%
7/15/2025 Accurate Wealth Management LLC9,388$773K0.1%+11.3%0.000%
7/15/2025 Sheets Smith Wealth Management8,446$677K0.1%-18.2%0.000%
7/15/2025 Waycross Partners LLC469,385$37.61M3.5%+3.3%0.014%
(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, 2,534 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($21.59B), Geode Capital Management LLC ($5.00B), Dodge & Cox ($4.14B), Norges Bank ($3.37B), 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 2,074 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 ($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), and Canoe Financial LP ($4.98M).

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

Institutional investors have bought a total of 1,124,432,538 shares in the last 24 months. This purchase volume represents approximately $88.11B in transactions.

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

Of the 1,211 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 ($29.32M), Primecap Management Co. CA ($20.52M), Arrowstreet Capital Limited Partnership ($20.04M), Davis Selected Advisers ($13.95M), Pzena Investment Management LLC ($7.30M), Vanguard Group Inc. ($6.28M), and Barrow Hanley Mewhinney & Strauss LLC ($5.32M).

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

Institutional investors have sold a total of 204,338,986 shares in the last 24 months. This volume of shares sold represents approximately $13.78B in transactions.


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This page (NYSE:WFC) was last updated on 7/18/2025 by MarketBeat.com Staff
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