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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
13,532
shares
|
$932,760
0.09% of portfolio
|
Q3 2022
Added 21.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
13,519
shares
|
$931,864
0.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
13,515
shares
|
$931,588
0.01% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
13,514
shares
|
$931,520
0.08% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
13,507
shares
|
$931,037
0.09% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
13,485
shares
|
$929,521
0.57% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
13,467
shares
|
$928,280
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
13,439
shares
|
$926,350
0.03% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,432
shares
|
$925,867
0.12% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
13,397
shares
|
$923,455
0.31% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
13,298
shares
|
$916,631
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
13,286
shares
|
$915,803
0.25% of portfolio
|
Q4 2024
Reduced 34.49%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
13,271
shares
|
$914,770
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
13,261
shares
|
$914,080
0.87% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
13,227
shares
|
$911,737
0.69% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
13,220
shares
|
$911,254
0.19% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
13,217
shares
|
$911,047
0.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
13,207
shares
|
$910,358
0.08% of portfolio
|
Q4 2024
Reduced 33.39%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
13,195
shares
|
$909,531
0.07% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
13,190
shares
|
$909,186
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,171
shares
|
$907,877
0.05% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
13,170
shares
|
$907,808
0.08% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,154
shares
|
$906,705
0.03% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
13,145
shares
|
$906,084
0.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,117
shares
|
$904,154
0.77% of portfolio
|
Q4 2024
Reduced 2.24%
|