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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,510
shares
|
$862,314
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
12,506
shares
|
$862,038
0.09% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
12,484
shares
|
$860,522
0.07% of portfolio
|
Q4 2024
Reduced 75.35%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
12,471
shares
|
$859,626
0.25% of portfolio
|
Q4 2024
Reduced 75.05%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,460
shares
|
$858,867
0.51% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
12,438
shares
|
$857,351
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
12,433
shares
|
$857,006
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
12,428
shares
|
$856,662
0.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
12,428
shares
|
$856,662
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,414
shares
|
$855,697
0.06% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,405
shares
|
$855,076
0.09% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$854,732
0.09% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
12,350
shares
|
$851,285
0.41% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
12,277
shares
|
$846,253
0.19% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
12,272
shares
|
$845,908
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
12,253
shares
|
$844,599
0.17% of portfolio
|
Q4 2024
Reduced 68.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
12,232
shares
|
$843,151
0.07% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
12,203
shares
|
$841,152
0.17% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,201
shares
|
$841,014
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
12,165
shares
|
$838,533
0.19% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,159
shares
|
$838,119
0.02% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
12,086
shares
|
$833,087
0.02% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,082
shares
|
$832,812
0.25% of portfolio
|
Q1 2024
Reduced 12.09%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,068
shares
|
$831,847
0.03% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
12,064
shares
|
$831,571
0.89% of portfolio
|
Q4 2024
New holding
|