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 2,711 institutions that hold shares in the stock, with a total of 2.25 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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
56,613
shares
|
$4.49 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
56,215
shares
|
$4.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
56,147
shares
|
$4.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,872
shares
|
$4.43 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
55,377
shares
|
$4.39 Million
0.24% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
55,180
shares
|
$4.37 Million
0.07% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
55,125
shares
|
$4.37 Million
1.04% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
54,961
shares
|
$4.36 Million
0.03% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,646
shares
|
$4.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
54,576
shares
|
$4.33 Million
0.43% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
54,391
shares
|
$4.31 Million
0.4% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
54,319
shares
|
$4.3 Million
0.04% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
54,313
shares
|
$4.3 Million
0.22% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
54,210
shares
|
$4.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
53,848
shares
|
$4.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
53,658
shares
|
$4.25 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
53,657
shares
|
$4.25 Million
0.07% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
53,608
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
53,216
shares
|
$4.22 Million
0.05% of portfolio
|
Q4 2024
Added 199.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,149
shares
|
$4.21 Million
0.3% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
53,125
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
53,077
shares
|
$4.21 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
53,014
shares
|
$4.2 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
52,807
shares
|
$4.18 Million
0.31% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
52,727
shares
|
$4.18 Million
0.26% of portfolio
|
Q4 2024
Added 3.47%
|