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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,466
shares
|
$422,631
0.02% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,450
shares
|
$421,393
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$421,084
0.02% of portfolio
|
Q4 2024
Added 47.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,431
shares
|
$419,924
0.05% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
5,420
shares
|
$419,074
0.16% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
5,418
shares
|
$418,919
0.02% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,414
shares
|
$418,610
0.05% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
5,399
shares
|
$417,450
0.08% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,397
shares
|
$417,296
0.06% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,394
shares
|
$417,064
0.04% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,394
shares
|
$417,064
0.02% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
5,383
shares
|
$416,213
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,372
shares
|
$415,363
0.03% of portfolio
|
Q2 2023
Reduced 10.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,363
shares
|
$414,667
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
5,362
shares
|
$414,589
0.28% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,357
shares
|
$414,203
0.18% of portfolio
|
Q1 2024
Reduced 25.84%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
5,349
shares
|
$413,584
0.23% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
5,349
shares
|
$413,584
0.03% of portfolio
|
Q3 2024
Reduced 80.24%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,345
shares
|
$413,275
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
5,341
shares
|
$412,966
0.1% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
5,321
shares
|
$411,419
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
5,302
shares
|
$409,950
0.18% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
5,300
shares
|
$409,795
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
5,300
shares
|
$409,795
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
5,292
shares
|
$409,177
0.04% of portfolio
|
Q3 2024
New holding
|