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 |
|---|---|---|---|---|---|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,884
shares
|
$300,738
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,883
shares
|
$300,660
0.02% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$300,660
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,882
shares
|
$300,583
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,879
shares
|
$300,350
0.08% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,851
shares
|
$298,182
0.02% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,846
shares
|
$297,795
0.13% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,844
shares
|
$297,640
0.3% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
3,843
shares
|
$297,563
0.05% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,841
shares
|
$297,408
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,840
shares
|
$297,331
0.02% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,828
shares
|
$296,402
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,822
shares
|
$295,937
0.21% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,815
shares
|
$295,395
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,813
shares
|
$295,240
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$293,537
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$293,459
0.01% of portfolio
|
Q3 2024
Added 128.5%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
3,783
shares
|
$292,917
0.09% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$292,607
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
3,769
shares
|
$291,833
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,764
shares
|
$291,446
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
3,756
shares
|
$290,827
0.05% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,756
shares
|
$290,827
0.01% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,745
shares
|
$289,975
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,736
shares
|
$289,278
0.03% of portfolio
|
Q4 2024
New holding
|