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 |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
26,651
shares
|
$2.1 Million
1.39% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
26,621
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
26,500
shares
|
$2.09 Million
1.29% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
26,499
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
26,480
shares
|
$2.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
26,413
shares
|
$2.08 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
26,401
shares
|
$2.08 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
26,389
shares
|
$2.08 Million
0.16% of portfolio
|
Q4 2024
Added 31.86%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
26,119
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
26,051
shares
|
$2.05 Million
0.56% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,020
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,959
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Added 30.11%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
25,885
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,796
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,688
shares
|
$2.03 Million
0.08% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,608
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.03%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
25,586
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Added 206.6%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,515
shares
|
$2.01 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
25,389
shares
|
$2 Million
0.26% of portfolio
|
Q4 2024
Added 65.25%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
25,326
shares
|
$2 Million
0.44% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
24,972
shares
|
$1.97 Million
0.45% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
24,958
shares
|
$1.97 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
24,954
shares
|
$1.97 Million
0.29% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
24,901
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,881
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Added 15.82%
|