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 2,688 institutions that hold shares in the stock, with a total of 2.25 Billion shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,070
shares
|
$875,636
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,038
shares
|
$873,105
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
11,032
shares
|
$872,631
0.24% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
11,016
shares
|
$871,365
0.06% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
11,016
shares
|
$871,365
0.08% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
10,972
shares
|
$867,885
0.2% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,930
shares
|
$864,562
0.15% of portfolio
|
Q4 2024
Added 120.72%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,905
shares
|
$862,585
0.11% of portfolio
|
Q4 2022
Reduced 38.78%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
10,901
shares
|
$862,269
0.14% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$862,189
0.04% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,856
shares
|
$858,709
0.08% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
10,836
shares
|
$857,127
0.3% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
10,831
shares
|
$856,732
0.38% of portfolio
|
Q3 2024
Added 44.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,818
shares
|
$855,703
0.03% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
10,800
shares
|
$854,279
0.3% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,779
shares
|
$852,618
0.08% of portfolio
|
Q1 2023
Added 10.67%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
10,753
shares
|
$850,562
0.1% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
10,688
shares
|
$845,420
0.09% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
10,680
shares
|
$844,787
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,669
shares
|
$843,917
0.25% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,651
shares
|
$842,494
0.07% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
10,637
shares
|
$841,386
0.09% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
10,632
shares
|
$840,991
0.01% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10,631
shares
|
$840,912
0.04% of portfolio
|
Q4 2021
Reduced 96.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,606
shares
|
$838,934
0.08% of portfolio
|
Q4 2024
Added 17.4%
|