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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
13,080
shares
|
$901,604
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,028
shares
|
$898,020
0.04% of portfolio
|
Q4 2024
Added 87.43%
|
|
|
Long Focus Capital Management, LLC
San Juan, PR |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$896,090
0.03% of portfolio
|
Q4 2024
Reduced 87.38%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,994
shares
|
$895,676
0.03% of portfolio
|
Q2 2023
Added 14.26%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,936
shares
|
$891,678
0.06% of portfolio
|
Q4 2024
Reduced 73.95%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,933
shares
|
$891,471
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,895
shares
|
$888,852
0.64% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,875
shares
|
$887,473
0.45% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12,855
shares
|
$886,095
0.16% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,842
shares
|
$885,199
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
12,837
shares
|
$884,854
0.2% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,833
shares
|
$884,578
0.43% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,819
shares
|
$883,613
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
12,800
shares
|
$882,304
0.31% of portfolio
|
Q1 2021
Reduced 0.78%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
12,796
shares
|
$882,028
0.45% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
12,785
shares
|
$881,270
0.51% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,744
shares
|
$878,443
0.08% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
12,699
shares
|
$875,342
0.64% of portfolio
|
Q4 2024
Added 35.8%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,679
shares
|
$873,963
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
12,669
shares
|
$873,274
0.02% of portfolio
|
Q4 2024
Added 165.26%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
12,658
shares
|
$872,515
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
12,611
shares
|
$869,276
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
|
$868,173
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,527
shares
|
$863,486
0.03% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
12,516
shares
|
$862,727
0.43% of portfolio
|
Q4 2024
Reduced 10.41%
|