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 2,622 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$461,295
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
5,854
shares
|
$461,295
0.14% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,846
shares
|
$460,664
0.08% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,836
shares
|
$459,876
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
5,809
shares
|
$457,749
0.19% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,807
shares
|
$457,591
0.14% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,798
shares
|
$456,882
0.07% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,795
shares
|
$456,646
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
5,790
shares
|
$456,252
0.06% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,785
shares
|
$455,858
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
5,780
shares
|
$455,464
0.14% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,759
shares
|
$453,809
0.04% of portfolio
|
Q2 2023
Added 63.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$453,730
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
5,714
shares
|
$450,263
0.16% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,702
shares
|
$449,317
0.09% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
5,690
shares
|
$448,372
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,689
shares
|
$448,293
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,663
shares
|
$446,244
0.05% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
5,647
shares
|
$444,983
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$444,038
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,630
shares
|
$443,644
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,615
shares
|
$442,462
0.05% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,614
shares
|
$442,383
0.08% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,600
shares
|
$441,280
0.11% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
5,587
shares
|
$440,255
0.14% of portfolio
|
Q3 2024
Reduced 2.51%
|