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Wells Fargo & Company (WFC) Institutional Ownership

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$77.80 -2.83 (-3.51%)
Closing price 08/1/2025 03:59 PM Eastern
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$77.97 +0.17 (+0.22%)
As of 08/1/2025 07:58 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)
1590
Total
Institutional Inflows
(last 12 months)
$88.41B
Number of
Institutional Sellers
(last 12 months)
1228
Total
Institutional Outflows
(last 12 months)
$13.67B
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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
8/1/2025Oarsman Capital Inc.40,030$3.21M0.5%+3.4%0.001%
8/1/2025Biltmore Family Office LLC9,419$755K0.1%-2.1%0.000%
8/1/2025First Pacific Advisors LP2,034,269$162.99M2.3%-22.6%0.063%
8/1/2025Austin Private Wealth LLC8,327$667K0.1%+21.8%0.000%
8/1/2025New York Life Investment Management LLC442,788$35.48M0.3%+0.6%0.014%
8/1/2025Pavion Blue Capital LLC49,472$3.96M1.8%-2.4%0.002%
8/1/2025Howard Capital Management Inc.25,768$2.07M0.0%+12.8%0.001%
8/1/2025First National Trust Co17,878$1.43M0.1%-1.7%0.001%
8/1/2025Redwood Park Advisors LLC505$40K0.0%-49.7%0.000%
8/1/2025May Hill Capital LLC3,064$245K0.1%N/A0.000%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund523,045$41.91M0.4%+20.5%0.016%
8/1/2025Advisory Alpha LLC9,049$725K0.0%+13.3%0.000%
8/1/2025SYM FINANCIAL Corp5,272$422K0.0%+7.4%0.000%
8/1/2025Facet Wealth Inc.3,071$248K0.0%N/A0.000%
8/1/2025Liberty Wealth Management LLC11,294$905K0.1%-35.9%0.000%
8/1/2025Wealth Watch Advisors INC1,829$147K0.1%N/A0.000%
8/1/2025AustralianSuper Pty Ltd392,111$31.42M0.2%+2,184.6%0.012%
8/1/2025Teacher Retirement System of Texas1,291,959$103.51M0.4%-9.8%0.040%
8/1/2025Y Intercept Hong Kong Ltd13,846$1.11M0.0%-84.1%0.000%
8/1/2025Transcend Capital Advisors LLC47,323$3.79M0.3%-2.4%0.001%
8/1/2025Cobblestone Capital Advisors LLC NY125,964$10.09M0.5%-53.8%0.004%
8/1/2025Convergence Investment Partners LLC47,194$3.78M1.0%-10.4%0.001%
8/1/2025Koss Olinger Consulting LLC3,660$293K0.0%-25.6%0.000%
8/1/2025Brookwood Investment Group LLC7,758$622K0.1%-50.8%0.000%
8/1/2025Yukon Wealth Management Inc.3,179$255K0.1%+4.3%0.000%
8/1/2025First Command Advisory Services Inc.5,574$447K0.0%+6.2%0.000%
8/1/2025Ashton Thomas Private Wealth LLC164,135$13.15M0.5%-3.5%0.005%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd14,486$1.16M0.0%-46.0%0.000%
8/1/2025Hikari Power Ltd124,000$9.94M0.8%-5.0%0.004%
8/1/2025MorganRosel Wealth Management LLC1,843$148K0.0%+84.3%0.000%
8/1/2025Bolthouse Investments LLC17,454$1.40M1.4%N/A0.001%
7/31/2025 Nisa Investment Advisors LLC923,703$74.01M0.3%-6.5%0.028%
7/31/2025 Resonant Capital Advisors LLC12,083$968K0.1%+26.9%0.000%
7/31/2025 Wealthfront Advisers LLC415,503$33.29M0.1%+8.9%0.013%
7/31/2025 New Hampshire Trust6,785$544K0.1%-4.0%0.000%
7/31/2025 QV Investors Inc.34,497$2.76M0.3%+0.7%0.001%
7/31/2025 Mcdonald Capital Investors Inc. CA761,934$61.05M3.8%-3.4%0.023%
7/31/2025 Prudent Man Advisors LLC16,370$1.31M0.4%-12.5%0.001%
7/31/2025 VestGen Investment Management12,185$976K0.7%+320.6%0.000%
7/31/2025 Brighton Jones LLC69,194$5.54M0.2%+3.9%0.002%
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7/31/2025 Waldron Private Wealth LLC4,469$358K0.0%-4.3%0.000%
7/31/2025 Leavell Investment Management Inc.23,932$1.92M0.1%+10.1%0.001%
7/31/2025 CVA Family Office LLC6,386$512K0.1%-2.8%0.000%
7/31/2025 B & T Capital Management DBA Alpha Capital Management2,544$204K0.0%N/A0.000%
7/31/2025 Hartford Financial Management Inc.9,427$755K0.2%-1.8%0.000%
7/31/2025 BIP Wealth LLC3,570$286K0.0%-35.9%0.000%
7/31/2025 Sequent Asset Management LLC6,281$503K0.4%-7.0%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC46,517$3.73M0.0%-8.5%0.001%
7/31/2025 State of New Jersey Common Pension Fund D1,102,749$88.35M0.3%-0.5%0.034%
7/31/2025 NatWest Group plc175,342$14.05M4.2%-2.8%0.005%
7/31/2025 Allied Investment Advisors LLC196,443$15.74M2.8%-0.5%0.006%
7/31/2025 Carrera Capital Advisors9,970$799K0.2%-1.4%0.000%
7/31/2025 Sage Mountain Advisors LLC20,449$1.64M0.1%+11.3%0.001%
7/31/2025 Lee Danner & Bass Inc.57,406$4.60M0.4%-0.8%0.002%
7/31/2025 AlphaQuest LLC1,972$158K0.0%-8.8%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.7,508,567$601.59M0.4%+2.3%0.231%
7/31/2025 Kathleen S. Wright Associates Inc.6,075$493K0.2%-14.1%0.000%
7/31/2025 Moloney Securities Asset Management LLC5,054$405K0.1%-4.0%0.000%
7/31/2025 Generali Investments Towarzystwo Funduszy Inwestycyjnych4,800$385K0.2%+6.7%0.000%
7/31/2025 GLOBALT Investments LLC GA124,721$9.99M0.4%-4.7%0.004%
7/31/2025 Catalyst Capital Advisors LLC3,173$254K0.0%+50.7%0.000%
7/31/2025 Asset Management One Co. Ltd.1,368,030$109.61M0.3%-2.1%0.042%
7/31/2025 R Squared Ltd4,927$395K0.2%N/A0.000%
7/31/2025 AlTi Global Inc.4,680$377K0.0%-13.8%0.000%
7/31/2025 Cardinal Point Capital Management ULC4,675$375K0.0%N/A0.000%
7/31/2025 Carnegie Investment Counsel24,689$1.98M0.0%-14.7%0.001%
7/31/2025 Prentice Wealth Management LLC9,042$724K0.2%-5.7%0.000%
7/31/2025 Avion Wealth12,411$994K0.2%+49.7%0.000%
7/31/2025 Silver Oak Advisory Group Inc.7,374$590K0.3%N/A0.000%
7/31/2025 FSM Wealth Advisors LLC3,151$259K0.0%N/A0.000%
7/30/2025 First Citizens Bank & Trust Co.28,257$2.26M0.0%-22.9%0.001%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,168$334K0.0%-4.9%0.000%
7/30/2025 Cornerstone Advisory LLC7,443$596K0.1%+1.9%0.000%
7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI358,968$28.76M2.2%-0.3%0.011%
7/30/2025 Bleakley Financial Group LLC82,382$6.60M0.2%+8.9%0.003%
7/30/2025 Reliant Investment Management LLC70,923$5.68M2.5%N/A0.002%
7/30/2025 Connors Investor Services Inc.219,017$17.55M1.6%-1.0%0.007%
7/30/2025 Strategic Blueprint LLC8,749$701K0.0%+55.5%0.000%
7/30/2025 Clifford Swan Investment Counsel LLC471,073$37.74M1.3%-3.3%0.014%
7/30/2025 LifeWealth Investments LLC4,030$323K0.1%N/A0.000%
7/30/2025 Granite Harbor Advisors Inc.3,743$300K0.1%+12.5%0.000%
7/30/2025 RNC Capital Management LLC74,669$5.98M0.3%+26.7%0.002%
7/30/2025 Axiom Financial Strategies LLC2,691$216K0.1%N/A0.000%
7/30/2025 Forum Financial Management LP53,886$4.32M0.1%-3.9%0.002%
7/30/2025 Ethic Inc.60,381$4.80M0.1%+3.0%0.002%
7/30/2025 Meadow Creek Wealth Advisors LLC3,824$306K0.2%+3.8%0.000%
7/30/2025 Greatmark Investment Partners Inc.12,523$1.00M0.1%-16.8%0.000%
7/30/2025 Caliber Wealth Management LLC KS4,656$373K0.0%+3.1%0.000%
7/30/2025 Rehmann Capital Advisory Group39,035$3.13M0.2%+10.6%0.001%
7/30/2025 Parcion Private Wealth LLC57,047$4.57M0.2%+0.2%0.002%
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7/30/2025 Black Diamond Financial LLC2,722$218K0.0%-43.9%0.000%
7/30/2025 Members Trust Co12,877$1.03M0.0%+7.1%0.000%
7/30/2025 Sentry LLC18,137$1.45M0.3%-1.5%0.001%
7/30/2025 Exencial Wealth Advisors LLC18,009$1.44M0.1%+0.7%0.001%
7/30/2025 Cookson Peirce & Co. Inc.2,854$229K0.0%N/A0.000%
7/30/2025 Brookstone Capital Management44,038$3.53M0.0%+8.4%0.001%
7/30/2025 Jacobsen Capital Management6,192$496K0.2%+12.5%0.000%
7/30/2025 Schulhoff & Co. Inc.6,306$505K0.2%-7.3%0.000%
7/30/2025 Wedgewood Investors Inc. PA3,543$284K0.3%-3.8%0.000%
7/30/2025 Blume Capital Management Inc.127,711$10.23M2.1%+1.7%0.004%
(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, 2,545 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 2,094 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 1,127,718,808 shares in the last 24 months. This purchase volume represents approximately $88.41B in transactions.

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

Of the 1,223 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), Vanguard Group Inc. ($6.28M), Pzena Investment Management LLC ($5.88M), 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 201,664,731 shares in the last 24 months. This volume of shares sold represents approximately $13.67B in transactions.



This page (NYSE:WFC) was last updated on 8/2/2025 by MarketBeat.com Staff
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