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Wells Fargo & Company (WFC) Institutional Ownership

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$83.32 +0.96 (+1.16%)
Closing price 07/3/2025 03:55 PM Eastern
Extended Trading
$83.05 -0.27 (-0.32%)
As of 07:46 AM 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)
1510
Total
Institutional Inflows
(last 12 months)
$11.92B
Number of
Institutional Sellers
(last 12 months)
1205
Total
Institutional Outflows
(last 12 months)
$13.78B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 McLean Asset Management Corp3,048$251K0.1%N/A0.000%
7/3/2025 City Center Advisors LLC3,026$242K0.3%-22.9%0.000%
7/2/2025 InvesTrust42,372$3.40M1.3%-60.0%0.001%
7/2/2025 Howard Financial Services LTD.2,662$213K0.0%-6.7%0.000%
7/2/2025 First Financial Bank Trust Division20,110$1.61M0.1%-2.8%0.001%
7/2/2025 Neville Rodie & Shaw Inc.29,602$2.37M0.2%-11.4%0.001%
7/1/2025 Park National Corp OH12,482$1M0.0%-8.3%0.000%
7/1/2025 Kera Capital Partners Inc.2,947$236K0.0%N/A0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs121,287$9.07M0.5%N/A0.004%
6/23/2025Swedbank AB783,197$56.23M0.1%+3.8%0.024%
6/10/2025Compass Financial Services Inc2,527$181K0.1%+51.9%0.000%
6/9/20251248 Management LLC436$31K0.0%N/A0.000%
6/5/2025Osterweis Capital Management Inc.1,993$143K0.0%-27.6%0.000%
6/3/2025CBIZ Investment Advisory Services LLC377$27K0.0%+585.5%0.000%
6/3/2025Invst LLC14,091$1.01M0.1%N/A0.000%
6/2/2025Hodges Capital Management Inc.86,098$6.18M0.6%-13.6%0.003%
6/2/2025Integrity Wealth Advisors Inc.4,410$317K0.2%-13.9%0.000%
6/2/2025Modern Wealth Management LLC12,903$926K0.0%+15.9%0.000%
5/28/2025Silicon Valley Capital Partners2,671$189K0.0%+130.5%0.000%
5/28/2025Strs Ohio1,527,279$109.64M0.5%N/A0.047%
5/28/2025GK Wealth Management LLC5,282$379K0.4%+27.2%0.000%
5/28/2025Intrua Financial LLC6,137$441K0.1%-13.6%0.000%
5/27/2025Advisors Capital Management LLC720,931$51.76M0.8%-2.9%0.022%
5/27/2025SWS Partners44,485$3.19M1.0%-2.6%0.001%
5/23/2025Strategic Financial Services Inc.3,393$244K0.0%+10.8%0.000%
5/21/2025MBL Wealth LLC6,006$431K0.0%+35.3%0.000%
5/21/2025McAdam LLC8,467$608K0.0%+36.1%0.000%
5/21/2025Acadian Asset Management LLC203,356$14.59M0.0%-21.6%0.006%
5/21/2025IFM Investors Pty Ltd618,698$44.42M0.5%-2.8%0.019%
5/20/2025Blue Rock Wealth Management LLC8,078$580K0.5%+55.8%0.000%
5/20/2025Intech Investment Management LLC1,017,392$73.04M0.8%+41.3%0.031%
5/20/2025Flaharty Asset Management LLC1,657$119K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.18,892$1.36M0.1%N/A0.001%
5/20/2025Ransom Advisory Ltd20,786$1.49M0.7%N/A0.001%
5/20/2025Glenview Trust co335,214$24.07M0.5%+3.5%0.010%
5/20/2025Aspen Investment Management Inc10,163$730K0.3%+7.2%0.000%
5/20/2025Ilmarinen Mutual Pension Insurance Co396,500$28.47M0.3%-15.5%0.012%
5/20/2025Plato Investment Management Ltd71,572$5.19M0.4%-13.7%0.002%
5/19/2025SageView Advisory Group LLC14,741$1.06M0.0%+2.1%0.000%
5/19/2025Advisory Alpha LLC7,986$573K0.0%+27.3%0.000%
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5/19/2025 Trinity Financial Advisors LLC25,478$1.67M0.6%+5.1%0.001%
5/19/2025DCM Advisors LLC111,284$7.93M4.2%-4.9%0.003%
5/16/2025Wilson & Boucher Capital Management LLC11,895$854K0.6%-7.8%0.000%
5/16/2025Woodline Partners LP277,863$19.95M0.1%+39.0%0.009%
5/16/2025Zurich Insurance Group Ltd FI1,636,427$117.48M1.0%-2.0%0.050%
5/16/2025American Trust2,934$211K0.1%-5.4%0.000%
5/16/2025Semmax Financial Advisors Inc.84,142$6.10M1.6%+3.2%0.003%
5/16/2025Empowered Funds LLC238,824$17.15M0.2%+25.5%0.007%
5/16/2025MBB Public Markets I LLC4,541$326K0.0%N/A0.000%
5/16/2025Ascent Group LLC43,029$3.09M0.1%-23.5%0.001%
5/16/2025RNC Capital Management LLC58,953$4.23M0.2%+32.6%0.002%
5/16/2025Meiji Yasuda Life Insurance Co38,673$2.78M0.1%-14.0%0.001%
5/16/2025Coppell Advisory Solutions LLC35,671$2.54M0.2%-22.7%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.64,529$4.63M0.2%-43.2%0.002%
5/16/2025Arete Wealth Advisors LLC41,050$2.95M0.2%+69.4%0.001%
5/16/2025Great Lakes Advisors LLC2,316,835$166.24M1.5%+2.8%0.071%
5/16/2025Bell Investment Advisors Inc2,785$200K0.0%-9.5%0.000%
5/16/2025Signature Estate & Investment Advisors LLC8,493$610K0.0%-2.3%0.000%
5/16/2025Voleon Capital Management LP 124,882$8.97M0.7%-17.1%0.004%
5/16/2025Fred Alger Management LLC370,744$26.62M0.2%-14.4%0.011%
5/16/2025Challenger Wealth Management2,955$212K0.2%N/A0.000%
5/16/2025First Dallas Securities Inc.19,278$1.38M0.6%+17.7%0.001%
5/16/2025CTC Alternative Strategies Ltd.4,500$323K0.4%N/A0.000%
5/16/2025Ashton Thomas Private Wealth LLC170,076$12.21M0.5%+21.5%0.005%
5/16/2025Guardian Partners Inc.57,347$3.90M0.4%-3.2%0.002%
5/16/2025Kestra Investment Management LLC7,127$512K0.0%-13.9%0.000%
5/16/2025Resources Management Corp CT ADV25,990$1.87M0.3%-1.0%0.001%
5/16/2025Front Street Capital Management Inc.4,030$289K0.1%-51.2%0.000%
5/16/2025Temasek Holdings Private Ltd969,519$69.60M0.3%N/A0.030%
5/16/2025Talon Private Wealth LLC28,545$2.07M0.3%+3,463.7%0.001%
5/16/2025Teewinot Capital Advisers L.L.C.628,205$45.10M4.6%+13.4%0.019%
5/16/2025Theleme Partners LLP2,123,000$152.41M12.0%-20.3%0.065%
5/16/2025UniSuper Management Pty Ltd1,665,464$119.56M0.9%-0.3%0.051%
5/16/2025Sepio Capital LP10,486$753K0.1%-7.1%0.000%
5/16/2025Richwood Investment Advisors LLC12,934$929K0.8%-1.4%0.000%
5/16/2025Royal Capital Wealth Management LLC13,073$939K0.7%+2.9%0.000%
5/16/2025Pacific Center for Financial Services14,410$1.03M0.3%-4.0%0.000%
5/16/2025Parkwood LLC136,290$9.78M0.9%N/A0.004%
5/16/2025Permanens Capital L.P.7,644$549K0.1%+21.4%0.000%
5/16/2025PharVision Advisers LLC3,137$225K0.3%-51.7%0.000%
5/16/2025Plancorp LLC15,349$1.10M0.0%+3.1%0.000%
5/16/2025PointState Capital LP294,085$21.11M0.3%N/A0.009%
5/16/2025NFJ Investment Group LLC236,427$16.97M0.6%N/A0.007%
5/16/2025Nissay Asset Management Corp Japan ADV411,292$29.53M0.2%-2.0%0.013%
5/16/2025NatWest Group plc180,418$12.95M3.8%+4.6%0.006%
5/16/2025Nearwater Capital Markets Ltd675,000$48.46M1.4%+26.2%0.021%
5/16/2025Nippon Life Global Investors Americas Inc.391,200$28.08M1.4%-20.6%0.012%
5/16/2025Integrated Wealth Concepts LLC119,366$8.57M0.1%+1.1%0.004%
5/16/2025Jacobs Levy Equity Management Inc.459,398$32.98M0.1%-2.6%0.014%
5/16/2025KDT Advisors LLC10,000$718K1.1%N/A0.000%
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5/16/2025Hancock Whitney Corp112,981$8.11M0.3%+19.4%0.003%
5/16/2025DnB Asset Management AS585,727$42.05M0.2%-4.5%0.018%
5/16/2025Edmond DE Rothschild Holding S.A.229,660$16.49M0.3%-9.7%0.007%
5/16/2025Cinctive Capital Management LP227,975$16.37M1.2%-6.5%0.007%
5/16/2025Clark Capital Management Group Inc.926,992$66.55M0.5%-31.5%0.028%
5/16/2025Copperleaf Capital LLC4,024$289K0.2%+21.9%0.000%
5/16/2025Brandywine Trust Co.210,138$15.09M2.3%-6.8%0.006%
5/16/2025Bridgeway Capital Management LLC327,735$23.53M0.6%+2.4%0.010%
5/16/2025Banque Transatlantique SA10,760$714K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC1,189,584$83.43M0.1%-21.2%0.037%
(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, 2,508 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 2,045 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: 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 ($4.97M), and Canada Pension Plan Investment Board ($4.49M).

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

Institutional investors have bought a total of 174,586,686 shares in the last 24 months. This purchase volume represents approximately $11.92B in transactions.

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

Of the 1,205 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 204,762,721 shares in the last 24 months. This volume of shares sold represents approximately $13.78B in transactions.



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