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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
6,925
shares
|
$535,441
0.06% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
6,901
shares
|
$533,585
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
6,896
shares
|
$533,198
0.07% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,884
shares
|
$532,270
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,872
shares
|
$531,343
0.15% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,866
shares
|
$530,879
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
6,862
shares
|
$530,569
0.43% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,860
shares
|
$530,415
0.11% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
6,853
shares
|
$529,873
0.06% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
6,818
shares
|
$527,167
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,801
shares
|
$525,853
0.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
6,800
shares
|
$525,776
0.18% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,797
shares
|
$525,544
0.04% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,795
shares
|
$525,389
0.4% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
6,790
shares
|
$525,002
0.07% of portfolio
|
Q2 2024
Added 44.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
6,788
shares
|
$524,848
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,764
shares
|
$522,992
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
6,753
shares
|
$522,141
0.16% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
6,749
shares
|
$521,832
0.27% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
6,747
shares
|
$521,678
0.21% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
6,747
shares
|
$521,678
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,731
shares
|
$520,440
0.14% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,721
shares
|
$519,667
0.1% of portfolio
|
Q4 2024
Added 29.77%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
6,718
shares
|
$519,435
0.02% of portfolio
|
Q1 2024
Reduced 8.67%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6,718
shares
|
$519,435
0.19% of portfolio
|
Q4 2024
Reduced 4.79%
|