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 2,627 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,513
shares
|
$508,925
0.07% of portfolio
|
Q3 2024
Reduced 41.38%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,508
shares
|
$508,535
0.17% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,507
shares
|
$508,456
0.16% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
6,500
shares
|
$507,910
0.24% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
6,490
shares
|
$507,128
0.24% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$505,878
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,474
shares
|
$505,878
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,461
shares
|
$504,862
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,460
shares
|
$504,784
0.09% of portfolio
|
Q1 2024
Added 30.48%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,429
shares
|
$502,362
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,419
shares
|
$501,580
0.04% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
6,397
shares
|
$499,861
0.03% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,365
shares
|
$497,361
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,361
shares
|
$497,048
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$495,954
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,322
shares
|
$494,001
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
6,322
shares
|
$494,001
0.09% of portfolio
|
Q3 2024
Reduced 80.5%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
6,306
shares
|
$492,750
0.19% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,298
shares
|
$492,125
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$491,735
0.13% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
6,292
shares
|
$491,656
0.1% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
6,284
shares
|
$491,031
0.07% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,273
shares
|
$490,172
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,272
shares
|
$490,094
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,271
shares
|
$490,015
0.03% of portfolio
|
Q3 2024
Added 65.59%
|