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 2,859 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
20,517
shares
|
$1.41 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
20,433
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,426
shares
|
$1.41 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
20,361
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,327
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
20,297
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
20,213
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2021
Reduced 62.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
20,147
shares
|
$1.39 Million
0.59% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
20,095
shares
|
$1.39 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
20,082
shares
|
$1.38 Million
0.3% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
20,039
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
20,000
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
19,869
shares
|
$1.37 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
19,840
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
19,832
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Added 30.89%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
19,813
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19,750
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
19,639
shares
|
$1.35 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
19,628
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
19,592
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
19,521
shares
|
$1.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
19,509
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
19,423
shares
|
$1.34 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
19,413
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
19,406
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.88%
|