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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
49,062
shares
|
$3.89 Million
0.09% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
48,878
shares
|
$3.87 Million
0.12% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
48,760
shares
|
$3.86 Million
0.68% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
48,757
shares
|
$3.86 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Aug 14, 2024 Q2 2024 |
48,661
shares
|
$3.86 Million
0.86% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
48,510
shares
|
$3.84 Million
0.17% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
48,274
shares
|
$3.83 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
48,030
shares
|
$3.81 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
48,001
shares
|
$3.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
47,964
shares
|
$3.8 Million
0.39% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
47,851
shares
|
$3.79 Million
0.52% of portfolio
|
Q1 2024
Added 30.09%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,788
shares
|
$3.79 Million
0.27% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
47,737
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2022
Reduced 5.1%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
47,629
shares
|
$3.77 Million
3.11% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
47,535
shares
|
$3.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Optimas Capital LTD
Central, K3 |
Feb 10, 2025 Q4 2024 |
47,400
shares
|
$3.76 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
47,374
shares
|
$3.75 Million
0.96% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
47,062
shares
|
$3.73 Million
2.92% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
47,058
shares
|
$3.73 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,876
shares
|
$3.71 Million
0.02% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
46,363
shares
|
$3.67 Million
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
46,347
shares
|
$3.67 Million
0.08% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
46,172
shares
|
$3.66 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,138
shares
|
$3.66 Million
0.46% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
46,051
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|