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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
125,837
shares
|
$9.13 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
125,718
shares
|
$9.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 39.75%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
124,700
shares
|
$9.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
123,414
shares
|
$8.95 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
121,346
shares
|
$8.8 Million
4.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$8.79 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
121,039
shares
|
$8.78 Million
2.58% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
120,843
shares
|
$8.76 Million
0.09% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
118,071
shares
|
$8.56 Million
0.1% of portfolio
|
Q4 2024
Added 50.53%
|
|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
116,961
shares
|
$8.48 Million
3.85% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
116,793
shares
|
$8.47 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
114,706
shares
|
$8.32 Million
0.14% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
114,650
shares
|
$8.31 Million
2.13% of portfolio
|
Q4 2024
Reduced 39.37%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
114,452
shares
|
$8.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
114,025
shares
|
$8.27 Million
2.97% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
114,002
shares
|
$8.27 Million
0.11% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
113,975
shares
|
$8.27 Million
0.53% of portfolio
|
Q4 2024
Added 1901.32%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
113,526
shares
|
$8.23 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
113,442
shares
|
$8.23 Million
0.18% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
112,279
shares
|
$8.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
111,945
shares
|
$8.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
111,655
shares
|
$8.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
111,504
shares
|
$8.09 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
110,992
shares
|
$8.05 Million
0.1% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
110,062
shares
|
$7.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|