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 2,859 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,499
shares
|
$531,304
0.04% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
7,486
shares
|
$530,383
0.38% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
7,485
shares
|
$530,312
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,453
shares
|
$528,045
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
7,452
shares
|
$527,974
0.01% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
7,452
shares
|
$527,974
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,451
shares
|
$527,903
0.04% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
7,447
shares
|
$527,619
0.19% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
7,415
shares
|
$525,352
0.39% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,408
shares
|
$524,856
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,407
shares
|
$524,785
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
7,400
shares
|
$524,290
0.16% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,388
shares
|
$523,439
0.03% of portfolio
|
Q4 2024
Added 166.43%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
7,386
shares
|
$523,298
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
7,350
shares
|
$520,747
0.2% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
7,350
shares
|
$520,747
0.05% of portfolio
|
Q4 2024
Added 34.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,338
shares
|
$519,897
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Pacifica Capital Investments, LLC
|
Feb 11, 2025 Q4 2024 |
7,335
shares
|
$519,684
0.17% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
7,327
shares
|
$519,117
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,320
shares
|
$518,621
0.11% of portfolio
|
Q4 2023
Added 5.54%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
7,309
shares
|
$517,842
0.14% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
7,297
shares
|
$516,992
0.21% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,286
shares
|
$516,213
0.2% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
7,280
shares
|
$515,787
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
7,275
shares
|
$515,433
0.34% of portfolio
|
Q3 2024
Reduced 9.13%
|