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 2,571 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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,069
shares
|
$392,492
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,067
shares
|
$392,337
0.06% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,067
shares
|
$392,337
0.07% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,058
shares
|
$391,640
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
5,040
shares
|
$390,247
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,006
shares
|
$387,614
0.06% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
5,001
shares
|
$387,227
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
5,000
shares
|
$387,150
0.37% of portfolio
|
Q4 2023
Reduced 73.73%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$387,150
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
5,000
shares
|
$387,150
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ruffer LLP
|
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$387,150
0.01% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
5,000
shares
|
$387,150
0.12% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,998
shares
|
$386,995
0.32% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
4,992
shares
|
$386,530
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
4,989
shares
|
$386,298
0.08% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,987
shares
|
$386,143
0.17% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,974
shares
|
$385,136
0.07% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,960
shares
|
$384,052
0.23% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,956
shares
|
$383,743
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,954
shares
|
$383,588
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$383,433
0.06% of portfolio
|
Q3 2024
Reduced 47.99%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
4,951
shares
|
$383,355
0.02% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,948
shares
|
$383,123
0.05% of portfolio
|
Q3 2024
Added 1137.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,942
shares
|
$382,659
0.22% of portfolio
|
Q1 2024
Reduced 27.46%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,933
shares
|
$381,962
0.03% of portfolio
|
Q4 2024
Added 29.14%
|