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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
385
shares
|
$30,338
0.0% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
380
shares
|
$29,944
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
379
shares
|
$29,865
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$29,471
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
352
shares
|
$27,737
0.01% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
350
shares
|
$27,580
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
336
shares
|
$26,476
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
330
shares
|
$26,004
0.01% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
327
shares
|
$25,767
0.01% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
320
shares
|
$25,216
0.01% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
311
shares
|
$24,506
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
305
shares
|
$24,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
303
shares
|
$23,876
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
302
shares
|
$23,797
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$23,640
0.0% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$23,640
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
288
shares
|
$22,694
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
280
shares
|
$22,064
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
260
shares
|
$20,488
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
258
shares
|
$20,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
256
shares
|
$20,172
0.0% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
255
shares
|
$20,094
0.01% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
250
shares
|
$19,700
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$19,621
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
245
shares
|
$19,306
0.0% of portfolio
|
Q4 2024
Reduced 80.23%
|