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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,162
shares
|
$553,765
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
7,153
shares
|
$553,069
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
7,152
shares
|
$552,992
0.12% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$552,838
0.05% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
7,150
shares
|
$552,838
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
7,143
shares
|
$552,296
0.15% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
7,119
shares
|
$550,441
0.14% of portfolio
|
Q4 2024
Reduced 27.04%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
7,105
shares
|
$549,358
0.11% of portfolio
|
Q4 2023
Reduced 7.18%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
7,103
shares
|
$549,203
0.27% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
7,075
shares
|
$547,039
0.25% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7,075
shares
|
$547,039
0.2% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,061
shares
|
$545,956
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
7,056
shares
|
$545,569
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
7,050
shares
|
$545,106
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
7,036
shares
|
$544,023
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
7,011
shares
|
$542,090
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
7,003
shares
|
$541,471
0.16% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
7,000
shares
|
$541,240
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
6,997
shares
|
$541,008
0.06% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,987
shares
|
$540,234
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
6,977
shares
|
$539,461
0.03% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
6,975
shares
|
$539,307
0.18% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
6,951
shares
|
$537,451
0.02% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,942
shares
|
$536,755
0.06% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,930
shares
|
$535,827
0.07% of portfolio
|
Q4 2021
Reduced 2.26%
|