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 2,627 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
99
shares
|
$7,735
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
98
shares
|
$7,657
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
97
shares
|
$7,579
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
95
shares
|
$7,423
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
93
shares
|
$7,267
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
90
shares
|
$7,032
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$6,876
0.0% of portfolio
|
Q3 2024
Reduced 56.86%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
87
shares
|
$6,798
0.27% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
79
shares
|
$6,173
0.0% of portfolio
|
Q1 2023
Reduced 46.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
74
shares
|
$5,782
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
73
shares
|
$5,704
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
70
shares
|
$5,469
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68
shares
|
$5,313
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
67
shares
|
$5,235
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
62
shares
|
$4,844
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
60
shares
|
$4,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$4,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
55
shares
|
$4,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
51
shares
|
$3,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,907
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33
shares
|
$2,578
0.0% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
28
shares
|
$2,187
0.0% of portfolio
|
Q3 2024
Reduced 69.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
24
shares
|
$1,875
0.16% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
21
shares
|
$1,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$1,562
0.0% of portfolio
|
Q4 2024
Reduced 98.33%
|