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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
6,020
shares
|
$465,466
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,014
shares
|
$465,002
0.0% of portfolio
|
Q4 2024
Reduced 97.84%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$463,919
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,996
shares
|
$463,610
0.05% of portfolio
|
Q3 2024
Added 21.2%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,983
shares
|
$462,605
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,969
shares
|
$461,523
0.07% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
5,960
shares
|
$460,827
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
5,945
shares
|
$459,667
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,931
shares
|
$458,584
0.02% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,926
shares
|
$458,198
0.06% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,910
shares
|
$456,961
0.05% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
5,902
shares
|
$456,342
0.08% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
5,900
shares
|
$456,187
0.09% of portfolio
|
Q4 2023
Reduced 71.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,895
shares
|
$455,801
0.11% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,872
shares
|
$454,023
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$452,631
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
5,854
shares
|
$452,631
0.11% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5,847
shares
|
$452,090
0.14% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,846
shares
|
$452,012
0.08% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,836
shares
|
$451,239
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
5,809
shares
|
$449,151
0.19% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,798
shares
|
$448,301
0.07% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,795
shares
|
$448,069
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
5,790
shares
|
$447,682
0.06% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,785
shares
|
$447,296
0.03% of portfolio
|
Q4 2024
Added 6.13%
|