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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
9,595
shares
|
$758,964
0.15% of portfolio
|
Q1 2021
Reduced 0.52%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
9,591
shares
|
$758,648
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
9,555
shares
|
$755,800
0.19% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,550
shares
|
$755,405
0.02% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,545
shares
|
$755,009
0.08% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,544
shares
|
$754,930
0.05% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
9,544
shares
|
$754,930
0.05% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
9,539
shares
|
$754,534
0.17% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
9,537
shares
|
$754,376
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
9,534
shares
|
$754,139
0.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
9,504
shares
|
$751,766
0.03% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,486
shares
|
$750,342
0.15% of portfolio
|
Q4 2024
Reduced 29.53%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
9,486
shares
|
$750,342
0.18% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,476
shares
|
$749,551
0.31% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,454
shares
|
$747,811
0.25% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
9,450
shares
|
$747,495
0.45% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,435
shares
|
$746,308
0.01% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
9,426
shares
|
$745,596
0.2% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
9,360
shares
|
$740,376
0.15% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
9,351
shares
|
$739,664
0.38% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,350
shares
|
$739,585
0.13% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
9,312
shares
|
$736,579
0.22% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
9,311
shares
|
$736,500
0.04% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,310
shares
|
$736,421
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
9,294
shares
|
$735,155
0.07% of portfolio
|
Q3 2024
Added 0.79%
|