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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,815
shares
|
$300,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$298,730
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$298,652
0.01% of portfolio
|
Q3 2024
Added 128.5%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
3,783
shares
|
$298,100
0.09% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$297,785
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
3,769
shares
|
$296,997
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,764
shares
|
$296,603
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
3,756
shares
|
$295,972
0.05% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,745
shares
|
$295,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,745
shares
|
$295,106
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,736
shares
|
$294,396
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
3,736
shares
|
$294,396
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$293,924
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,726
shares
|
$293,608
0.02% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,712
shares
|
$292,505
0.06% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,706
shares
|
$292,032
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
3,705
shares
|
$291,954
0.16% of portfolio
|
Q4 2024
Reduced 28.95%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,704
shares
|
$291,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$291,560
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,692
shares
|
$290,929
0.19% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
3,691
shares
|
$290,850
0.1% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,690
shares
|
$290,772
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
3,684
shares
|
$290,299
0.31% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,670
shares
|
$289,196
0.05% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
3,668
shares
|
$289,038
0.07% of portfolio
|
Q4 2024
New holding
|