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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$158,034
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,037
shares
|
$157,724
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
2,036
shares
|
$157,647
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,028
shares
|
$157,028
0.05% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,022
shares
|
$156,563
0.01% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,003
shares
|
$155,092
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$154,860
0.02% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2,000
shares
|
$154,860
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,908
shares
|
$147,736
0.04% of portfolio
|
Q2 2024
Reduced 93.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,908
shares
|
$147,736
0.02% of portfolio
|
Q2 2024
Reduced 77.57%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,906
shares
|
$147,581
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,897
shares
|
$146,884
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
1,825
shares
|
$141,309
0.09% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
1,809
shares
|
$140,070
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,806
shares
|
$139,838
0.0% of portfolio
|
Q4 2023
Added 22.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$138,754
0.02% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,785
shares
|
$138,212
0.01% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,774
shares
|
$137,360
0.09% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,764
shares
|
$136,586
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,762
shares
|
$136,431
0.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,720
shares
|
$133,179
0.04% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,720
shares
|
$133,179
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,714
shares
|
$132,715
0.05% of portfolio
|
Q1 2024
Added 10.94%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,704
shares
|
$131,940
0.09% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,678
shares
|
$129,927
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|