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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
23,948
shares
|
$1.91 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
23,929
shares
|
$1.91 Million
0.17% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
23,924
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
23,900
shares
|
$1.9 Million
0.48% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
23,859
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
23,832
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
23,830
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
23,710
shares
|
$1.89 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,639
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,611
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
23,575
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
23,504
shares
|
$1.87 Million
0.28% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
23,500
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
23,269
shares
|
$1.85 Million
0.5% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
23,231
shares
|
$1.85 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,213
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,205
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
23,132
shares
|
$1.84 Million
0.08% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
23,131
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
23,127
shares
|
$1.84 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
23,066
shares
|
$1.84 Million
0.16% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
22,926
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
22,802
shares
|
$1.82 Million
0.27% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
22,758
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,754
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|