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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,159
shares
|
$327,729
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,159
shares
|
$327,729
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,155
shares
|
$327,414
0.04% of portfolio
|
Q1 2024
Reduced 13.53%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,150
shares
|
$327,020
0.07% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
4,149
shares
|
$326,941
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
4,147
shares
|
$326,783
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
4,131
shares
|
$325,522
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,128
shares
|
$325,286
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,126
shares
|
$325,128
0.1% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
4,113
shares
|
$324,104
0.04% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,112
shares
|
$324,025
0.14% of portfolio
|
Q3 2024
Reduced 79.55%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
4,101
shares
|
$323,158
0.06% of portfolio
|
Q1 2024
Reduced 19.6%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$323,080
0.02% of portfolio
|
Q3 2024
Reduced 98.76%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
4,080
shares
|
$321,504
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,070
shares
|
$320,716
0.05% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,047
shares
|
$318,903
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$318,273
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
4,038
shares
|
$318,194
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,033
shares
|
$317,800
0.03% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,032
shares
|
$317,721
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
4,030
shares
|
$317,564
0.07% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,028
shares
|
$317,406
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,019
shares
|
$316,697
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
4,006
shares
|
$315,672
0.09% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$315,200
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|