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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,093
shares
|
$86,128
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$85,970
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,082
shares
|
$85,261
0.01% of portfolio
|
Q2 2024
Added 1219.51%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,076
shares
|
$84,788
0.03% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,062
shares
|
$83,685
0.02% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,050
shares
|
$82,740
0.02% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,035
shares
|
$81,558
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,030
shares
|
$81,164
0.01% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,011
shares
|
$79,666
0.02% of portfolio
|
Q1 2024
Reduced 83.57%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$78,800
0.01% of portfolio
|
Q4 2023
Reduced 18.37%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$78,800
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$78,800
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$78,800
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$77,145
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
979
shares
|
$77,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
974
shares
|
$76,751
0.05% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
965
shares
|
$76,042
0.01% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
953
shares
|
$75,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
929
shares
|
$73,205
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
905
shares
|
$71,314
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
900
shares
|
$70,920
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
896
shares
|
$70,604
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
851
shares
|
$67,058
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
849
shares
|
$66,901
0.03% of portfolio
|
Q3 2024
Added 31.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$65,482
0.0% of portfolio
|
Q4 2023
Added 3.49%
|