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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
30,356
shares
|
$2.39 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
30,277
shares
|
$2.39 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
30,267
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.94%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
30,222
shares
|
$2.38 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
29,947
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
29,903
shares
|
$2.36 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
29,897
shares
|
$2.36 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
29,819
shares
|
$2.35 Million
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
29,789
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
29,760
shares
|
$2.35 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
29,743
shares
|
$2.35 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
29,673
shares
|
$2.34 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
29,647
shares
|
$2.34 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
29,635
shares
|
$2.34 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
29,569
shares
|
$2.33 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
29,501
shares
|
$2.33 Million
0.18% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
29,424
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
29,268
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
29,244
shares
|
$2.31 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
29,151
shares
|
$2.3 Million
0.51% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
28,933
shares
|
$2.28 Million
0.13% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
28,905
shares
|
$2.28 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
28,811
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
28,782
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,650
shares
|
$2.26 Million
0.06% of portfolio
|
Q4 2024
Added 2.95%
|