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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,575
shares
|
$124,110
0.03% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,571
shares
|
$123,794
0.04% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,569
shares
|
$123,637
0.04% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,515
shares
|
$119,382
0.03% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$118,200
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,491
shares
|
$117,490
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$117,412
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,480
shares
|
$116,624
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$116,545
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,463
shares
|
$115,284
0.04% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,460
shares
|
$115,048
0.02% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$115,048
0.07% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,451
shares
|
$114,338
0.0% of portfolio
|
Q4 2024
Reduced 48.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$113,787
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,435
shares
|
$113,078
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,431
shares
|
$112,762
0.02% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,425
shares
|
$112,290
0.02% of portfolio
|
Q4 2023
Added 11.76%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,424
shares
|
$112,211
0.02% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,406
shares
|
$110,792
0.01% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,400
shares
|
$110,320
0.08% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,353
shares
|
$106,616
0.12% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Exane Asset Management
|
Jan 28, 2025 Q4 2024 |
1,332
shares
|
$104,961
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,328
shares
|
$104,646
0.05% of portfolio
|
Q4 2023
Reduced 12.57%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,326
shares
|
$104,488
0.05% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,324
shares
|
$104,331
0.01% of portfolio
|
Q4 2024
Added 29.8%
|