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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,411
shares
|
$341,543
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,407
shares
|
$341,234
0.11% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
4,400
shares
|
$340,692
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$340,692
0.06% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,399
shares
|
$340,614
0.0% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,390
shares
|
$339,917
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,388
shares
|
$339,762
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,386
shares
|
$339,607
0.01% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,340
shares
|
$336,046
0.11% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,327
shares
|
$335,039
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,301
shares
|
$333,026
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$332,949
0.02% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
4,298
shares
|
$332,794
0.03% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
4,291
shares
|
$332,252
0.07% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
4,290
shares
|
$332,174
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,288
shares
|
$332,019
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,279
shares
|
$331,322
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,278
shares
|
$331,245
0.08% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,277
shares
|
$331,168
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,263
shares
|
$330,084
0.15% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
4,259
shares
|
$329,774
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
4,253
shares
|
$329,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$328,845
0.07% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,245
shares
|
$328,690
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,242
shares
|
$328,458
0.11% of portfolio
|
Q3 2024
New holding
|