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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,299
shares
|
$338,761
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
4,298
shares
|
$338,682
0.03% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
4,291
shares
|
$338,130
0.07% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
4,290
shares
|
$338,052
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,288
shares
|
$337,894
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,279
shares
|
$337,185
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,277
shares
|
$337,027
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,263
shares
|
$335,924
0.15% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
4,259
shares
|
$335,609
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
4,253
shares
|
$335,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$334,663
0.07% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,245
shares
|
$334,506
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,242
shares
|
$334,269
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,238
shares
|
$333,954
0.06% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$333,875
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,230
shares
|
$333,324
0.18% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$333,324
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,225
shares
|
$332,930
0.04% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,215
shares
|
$332,142
0.05% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,212
shares
|
$331,905
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
4,208
shares
|
$331,590
0.02% of portfolio
|
Q2 2021
Added 11.54%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
4,203
shares
|
$331,196
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,193
shares
|
$330,408
0.2% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,184
shares
|
$329,699
0.02% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,177
shares
|
$329,147
0.01% of portfolio
|
Q4 2023
Reduced 19.19%
|