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 2,579 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
8,215
shares
|
$635,183
0.17% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
8,179
shares
|
$632,400
0.07% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,160
shares
|
$630,931
0.02% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
8,137
shares
|
$629,152
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
8,136
shares
|
$629,075
0.06% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,095
shares
|
$625,905
0.05% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,056
shares
|
$622,889
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
8,048
shares
|
$622,271
0.07% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
8,037
shares
|
$621,420
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
8,020
shares
|
$620,106
0.39% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,009
shares
|
$619,255
0.03% of portfolio
|
Q1 2023
Reduced 18.1%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
7,926
shares
|
$612,838
0.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,904
shares
|
$611,137
0.04% of portfolio
|
Q3 2023
Reduced 67.15%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,869
shares
|
$608,431
0.01% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$606,575
0.07% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,839
shares
|
$606,111
0.3% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,836
shares
|
$605,879
0.25% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
7,827
shares
|
$605,183
0.06% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
7,825
shares
|
$605,029
0.16% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
7,816
shares
|
$604,333
0.16% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
7,809
shares
|
$603,791
0.15% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,789
shares
|
$602,245
0.04% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,748
shares
|
$599,075
0.04% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,737
shares
|
$598,224
0.12% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$597,451
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|