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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
12,800
shares
|
$1.01 Million
0.31% of portfolio
|
Q1 2021
Reduced 0.78%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
12,796
shares
|
$1.01 Million
0.36% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
12,785
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,744
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,679
shares
|
$999,739
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
12,669
shares
|
$998,950
0.02% of portfolio
|
Q4 2024
Added 165.26%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
12,658
shares
|
$998,083
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
12,611
shares
|
$994,377
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
12,595
shares
|
$993,115
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
12,516
shares
|
$986,886
0.43% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,510
shares
|
$986,413
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
12,506
shares
|
$986,098
0.09% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
12,484
shares
|
$984,363
0.07% of portfolio
|
Q4 2024
Reduced 75.35%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
12,471
shares
|
$983,338
0.25% of portfolio
|
Q4 2024
Reduced 75.05%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,460
shares
|
$982,470
0.51% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
12,438
shares
|
$980,736
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
12,433
shares
|
$980,342
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
12,428
shares
|
$979,947
0.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,405
shares
|
$978,134
0.09% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$977,739
0.09% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
12,350
shares
|
$973,797
0.41% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
12,277
shares
|
$968,041
0.19% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
12,272
shares
|
$967,647
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
12,253
shares
|
$966,149
0.17% of portfolio
|
Q4 2024
Reduced 68.67%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
12,203
shares
|
$962,206
0.17% of portfolio
|
Q4 2024
Reduced 0.23%
|