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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$370,911
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,696
shares
|
$370,044
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,691
shares
|
$369,650
0.04% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
4,689
shares
|
$369,493
0.11% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
4,663
shares
|
$367,444
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,660
shares
|
$367,208
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,656
shares
|
$366,892
0.03% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,655
shares
|
$366,814
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,651
shares
|
$366,498
0.14% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,636
shares
|
$365,316
0.11% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,619
shares
|
$363,977
0.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
4,616
shares
|
$363,740
0.29% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
4,599
shares
|
$362,401
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,597
shares
|
$362,243
0.04% of portfolio
|
Q4 2024
Reduced 26.29%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,583
shares
|
$361,140
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,577
shares
|
$360,667
0.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
4,575
shares
|
$360,510
0.04% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
4,561
shares
|
$359,406
0.02% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
4,560
shares
|
$359,328
0.22% of portfolio
|
Q4 2023
Reduced 52.1%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,556
shares
|
$359,012
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,541
shares
|
$357,830
0.03% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,532
shares
|
$357,121
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
4,527
shares
|
$356,727
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,522
shares
|
$356,333
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,515
shares
|
$355,782
0.02% of portfolio
|
Q4 2023
New holding
|