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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
6,250
shares
|
$488,375
0.01% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,244
shares
|
$487,906
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,229
shares
|
$486,734
0.25% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,228
shares
|
$486,655
0.03% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,223
shares
|
$486,265
0.02% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
6,211
shares
|
$485,327
0.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,207
shares
|
$485,014
0.21% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
6,206
shares
|
$484,936
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,206
shares
|
$484,936
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,205
shares
|
$484,858
0.08% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
6,200
shares
|
$484,468
0.02% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
6,198
shares
|
$484,311
0.24% of portfolio
|
Q4 2024
Added 67.51%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,195
shares
|
$484,077
0.02% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$483,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
6,180
shares
|
$482,905
0.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
6,178
shares
|
$482,748
0.09% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$482,280
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
6,167
shares
|
$481,889
0.22% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,152
shares
|
$480,717
0.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,138
shares
|
$479,623
0.1% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,132
shares
|
$479,154
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,129
shares
|
$478,920
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,125
shares
|
$478,607
0.25% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,114
shares
|
$477,747
0.12% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
6,108
shares
|
$477,279
0.05% of portfolio
|
Q3 2024
Reduced 78.4%
|