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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
52,683
shares
|
$4.18 Million
0.18% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
52,576
shares
|
$4.17 Million
1.84% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
52,487
shares
|
$4.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
52,035
shares
|
$4.12 Million
0.23% of portfolio
|
Q3 2024
Added 33.65%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
51,830
shares
|
$4.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
51,805
shares
|
$4.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
51,775
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
51,291
shares
|
$4.06 Million
0.75% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
51,193
shares
|
$4.06 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
51,045
shares
|
$4.05 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
51,038
shares
|
$4.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
50,772
shares
|
$4.02 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
50,624
shares
|
$4.01 Million
0.8% of portfolio
|
Q3 2024
Added 156.9%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$4.01 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
50,513
shares
|
$4 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
50,512
shares
|
$4 Million
1.38% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$3.99 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
50,063
shares
|
$3.97 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$3.96 Million
0.93% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
49,637
shares
|
$3.93 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,605
shares
|
$3.93 Million
0.03% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
49,559
shares
|
$3.93 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,431
shares
|
$3.92 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
49,301
shares
|
$3.91 Million
0.19% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
49,133
shares
|
$3.89 Million
1.63% of portfolio
|
Q1 2024
Reduced 19.83%
|