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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$381,884
0.21% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
4,926
shares
|
$381,420
0.0% of portfolio
|
Q1 2024
Reduced 25.77%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,921
shares
|
$381,033
0.04% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
4,913
shares
|
$380,413
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
4,895
shares
|
$379,019
0.19% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,892
shares
|
$378,787
0.02% of portfolio
|
Q3 2024
Reduced 35.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
4,884
shares
|
$378,168
0.04% of portfolio
|
Q2 2024
Reduced 34.02%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,881
shares
|
$377,935
0.05% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
4,875
shares
|
$377,471
0.03% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,869
shares
|
$377,006
0.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
4,868
shares
|
$376,929
0.23% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,867
shares
|
$376,851
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$375,303
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$375,303
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,847
shares
|
$375,303
0.3% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,845
shares
|
$375,148
0.07% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,842
shares
|
$374,916
0.02% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
4,836
shares
|
$374,451
0.16% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
4,833
shares
|
$374,219
0.02% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
4,830
shares
|
$373,986
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4,815
shares
|
$372,825
0.13% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
4,813
shares
|
$372,670
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,813
shares
|
$372,670
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$372,438
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,809
shares
|
$372,360
0.11% of portfolio
|
Q4 2024
Added 3.6%
|