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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,805
shares
|
$372,051
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,804
shares
|
$371,973
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
4,800
shares
|
$371,664
0.35% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,776
shares
|
$369,805
0.11% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
4,776
shares
|
$369,805
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$369,650
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,773
shares
|
$369,573
0.11% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
4,760
shares
|
$368,566
0.1% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,759
shares
|
$368,489
0.09% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
4,757
shares
|
$368,334
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,749
shares
|
$367,715
0.15% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,748
shares
|
$367,637
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,738
shares
|
$366,863
0.05% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$366,321
0.01% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,724
shares
|
$365,779
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$365,701
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$364,463
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,696
shares
|
$363,611
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,691
shares
|
$363,224
0.04% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,689
shares
|
$363,069
0.09% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
4,663
shares
|
$361,056
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,660
shares
|
$360,823
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,656
shares
|
$360,514
0.03% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,655
shares
|
$360,436
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,651
shares
|
$360,126
0.14% of portfolio
|
Q3 2024
Reduced 7.81%
|