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 2,769 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
42,419
shares
|
$3.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
42,400
shares
|
$3.34 Million
1.34% of portfolio
|
Q3 2021
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
42,334
shares
|
$3.34 Million
0.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
42,245
shares
|
$3.33 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
41,995
shares
|
$3.31 Million
0.27% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
41,962
shares
|
$3.31 Million
0.07% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
41,656
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,587
shares
|
$3.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,587
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
41,570
shares
|
$3.28 Million
0.38% of portfolio
|
Q4 2024
Reduced 20.17%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,494
shares
|
$3.27 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
41,289
shares
|
$3.26 Million
0.05% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
40,999
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 77.47%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
40,977
shares
|
$3.23 Million
0.77% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
40,782
shares
|
$3.22 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
40,735
shares
|
$3.21 Million
0.12% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
40,687
shares
|
$3.21 Million
0.14% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,547
shares
|
$3.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
40,277
shares
|
$3.18 Million
0.05% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
40,187
shares
|
$3.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 82.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,137
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
40,121
shares
|
$3.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
40,065
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
39,854
shares
|
$3.14 Million
0.25% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
39,648
shares
|
$3.13 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.86%
|