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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
32,911
shares
|
$2.62 Million
0.45% of portfolio
|
Q4 2024
Added 8723.32%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
32,770
shares
|
$2.61 Million
0.32% of portfolio
|
Q3 2023
Reduced 19.86%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
32,576
shares
|
$2.59 Million
0.91% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
32,477
shares
|
$2.59 Million
1.41% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
32,472
shares
|
$2.59 Million
0.17% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
32,464
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2024
Added 32.59%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
32,421
shares
|
$2.58 Million
0.07% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
32,391
shares
|
$2.58 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
32,378
shares
|
$2.58 Million
0.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
32,302
shares
|
$2.57 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
32,210
shares
|
$2.57 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
32,200
shares
|
$2.56 Million
0.68% of portfolio
|
Q2 2020
Reduced 19.5%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
32,178
shares
|
$2.56 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
32,163
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 42.04%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
32,150
shares
|
$2.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
32,068
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,063
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
32,040
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2022
Reduced 8.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
31,965
shares
|
$2.55 Million
0.11% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
31,804
shares
|
$2.53 Million
0.06% of portfolio
|
Q4 2024
Added 29.35%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
31,600
shares
|
$2.52 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
31,567
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
31,500
shares
|
$2.51 Million
0.69% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
31,400
shares
|
$2.5 Million
0.7% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
31,352
shares
|
$2.5 Million
0.67% of portfolio
|
Q1 2023
Reduced 27.79%
|