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 |
|---|---|---|---|---|---|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,187
shares
|
$251,135
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,184
shares
|
$250,899
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$250,662
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,170
shares
|
$249,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,169
shares
|
$249,717
0.08% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$249,323
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,141
shares
|
$247,510
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,140
shares
|
$247,432
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,128
shares
|
$246,486
0.03% of portfolio
|
Q2 2024
Reduced 14.84%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
3,126
shares
|
$246,328
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,122
shares
|
$246,013
0.04% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,121
shares
|
$245,934
0.01% of portfolio
|
Q4 2024
Reduced 38.95%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,121
shares
|
$245,934
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,116
shares
|
$245,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,115
shares
|
$245,462
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,106
shares
|
$244,752
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,101
shares
|
$244,358
0.04% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$244,280
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,094
shares
|
$243,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,091
shares
|
$243,570
0.03% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
3,085
shares
|
$243,098
0.02% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
3,056
shares
|
$240,812
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,048
shares
|
$240,182
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
3,043
shares
|
$239,788
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
3,040
shares
|
$239,552
0.07% of portfolio
|
Q4 2024
New holding
|