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 2,857 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,896
shares
|
$210,712
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,895
shares
|
$210,640
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
2,891
shares
|
$210,349
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,889
shares
|
$210,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,879
shares
|
$209,476
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,873
shares
|
$209,039
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
2,872
shares
|
$208,966
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,868
shares
|
$208,675
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,856
shares
|
$207,802
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$207,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
2,855
shares
|
$207,729
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,831
shares
|
$205,983
0.02% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,817
shares
|
$204,964
0.09% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,794
shares
|
$203,291
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,793
shares
|
$203,218
0.05% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,753
shares
|
$200,308
0.01% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,744
shares
|
$199,653
0.05% of portfolio
|
Q4 2024
Added 50.03%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,734
shares
|
$198,925
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,694
shares
|
$196,015
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,687
shares
|
$195,506
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,682
shares
|
$195,142
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,672
shares
|
$194,414
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,642
shares
|
$192,231
0.12% of portfolio
|
Q4 2024
Added 99.25%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,630
shares
|
$191,358
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
2,627
shares
|
$191,140
0.18% of portfolio
|
Q4 2024
Reduced 18.99%
|