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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
35,854
shares
|
$2.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
35,725
shares
|
$2.85 Million
0.33% of portfolio
|
Q1 2023
Reduced 3.75%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
35,722
shares
|
$2.84 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
35,658
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
35,536
shares
|
$2.83 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
35,237
shares
|
$2.81 Million
0.52% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,166
shares
|
$2.8 Million
0.05% of portfolio
|
Q4 2024
Added 65.99%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
35,061
shares
|
$2.79 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
34,981
shares
|
$2.79 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
34,951
shares
|
$2.78 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
34,938
shares
|
$2.78 Million
0.76% of portfolio
|
Q3 2024
Reduced 58.97%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
34,846
shares
|
$2.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 95.08%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
34,513
shares
|
$2.75 Million
0.27% of portfolio
|
Q1 2024
Added 285.1%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
34,468
shares
|
$2.75 Million
0.07% of portfolio
|
Q4 2024
Added 41.64%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
34,314
shares
|
$2.73 Million
0.48% of portfolio
|
Q4 2024
Reduced 42.3%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
34,284
shares
|
$2.73 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
34,093
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
34,082
shares
|
$2.71 Million
0.2% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
34,000
shares
|
$2.71 Million
0.21% of portfolio
|
Q4 2024
Added 56.82%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
33,821
shares
|
$2.69 Million
0.13% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
33,629
shares
|
$2.68 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
33,540
shares
|
$2.67 Million
0.1% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
33,423
shares
|
$2.66 Million
0.17% of portfolio
|
Q4 2024
Added 41.6%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
33,123
shares
|
$2.64 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
33,049
shares
|
$2.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.8%
|