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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
10,030
shares
|
$793,373
0.05% of portfolio
|
Q4 2024
Added 127.39%
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
10,000
shares
|
$791,000
1.89% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
9,982
shares
|
$789,576
0.35% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
9,962
shares
|
$787,994
0.2% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,953
shares
|
$787,282
0.27% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
9,953
shares
|
$787,282
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
9,900
shares
|
$783,090
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
9,900
shares
|
$783,090
0.35% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
9,886
shares
|
$781,982
0.22% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
9,884
shares
|
$781,824
0.01% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
9,880
shares
|
$781,508
0.17% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
9,855
shares
|
$779,530
0.06% of portfolio
|
Q4 2024
Reduced 98.58%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,850
shares
|
$779,135
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,848
shares
|
$778,976
0.1% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
9,830
shares
|
$777,553
0.14% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,817
shares
|
$776,524
0.25% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
9,803
shares
|
$775,417
0.15% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,701
shares
|
$767,349
0.11% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
9,700
shares
|
$767,270
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
9,691
shares
|
$766,558
0.42% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
9,666
shares
|
$764,580
0.04% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
9,639
shares
|
$762,444
0.0% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,637
shares
|
$762,286
0.02% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
9,614
shares
|
$760,467
0.44% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
9,605
shares
|
$759,755
0.34% of portfolio
|
Q4 2024
New holding
|