Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 2,737 institutions that hold shares in the stock, with a total of 2.29 Billion shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
303
shares
|
$24,012
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
303
shares
|
$24,012
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
302
shares
|
$23,933
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$23,775
0.0% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$23,775
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
296
shares
|
$23,458
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
288
shares
|
$22,824
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
280
shares
|
$22,190
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
260
shares
|
$20,605
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
258
shares
|
$20,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
256
shares
|
$20,288
0.0% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
255
shares
|
$20,208
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
250
shares
|
$19,812
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$19,733
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
245
shares
|
$19,416
0.0% of portfolio
|
Q4 2024
Reduced 80.23%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
241
shares
|
$19,099
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
225
shares
|
$17,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$17,831
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
223
shares
|
$17,672
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$16,087
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$15,850
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
200
shares
|
$15,850
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
193
shares
|
$15,295
0.0% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
190
shares
|
$15,057
0.0% of portfolio
|
Q4 2024
Added 183.58%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
189
shares
|
$14,978
0.0% of portfolio
|
Q2 2024
New holding
|