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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
10,576
shares
|
$836,561
0.16% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,558
shares
|
$835,137
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,552
shares
|
$834,663
0.17% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
10,523
shares
|
$832,369
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
10,511
shares
|
$831,420
0.26% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
10,505
shares
|
$830,945
0.04% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,487
shares
|
$829,521
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,468
shares
|
$828,018
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,449
shares
|
$826,515
0.39% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
10,420
shares
|
$824,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
10,403
shares
|
$822,877
0.22% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,401
shares
|
$822,719
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,383
shares
|
$821,295
0.06% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
10,370
shares
|
$820,266
0.13% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,350
shares
|
$818,684
0.06% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,346
shares
|
$818,368
0.15% of portfolio
|
Q4 2024
Added 71.15%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,335
shares
|
$817,498
0.09% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,319
shares
|
$816,232
0.08% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
10,290
shares
|
$813,938
0.31% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,290
shares
|
$813,938
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
10,255
shares
|
$811,170
0.15% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
10,248
shares
|
$810,616
0.28% of portfolio
|
Q2 2022
Reduced 5.41%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
10,209
shares
|
$807,531
0.22% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
10,202
shares
|
$806,978
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,157
shares
|
$803,418
0.54% of portfolio
|
Q1 2022
Reduced 2.87%
|