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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,273
shares
|
$733,494
0.04% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
9,216
shares
|
$728,985
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
9,212
shares
|
$728,669
0.62% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
9,207
shares
|
$728,273
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,192
shares
|
$727,087
0.07% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
9,192
shares
|
$727,087
0.32% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
9,174
shares
|
$725,663
0.12% of portfolio
|
Q4 2024
Added 49.61%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,162
shares
|
$724,714
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
9,140
shares
|
$722,974
0.12% of portfolio
|
Q3 2024
Reduced 75.4%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,105
shares
|
$720,205
0.03% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,092
shares
|
$719,177
0.18% of portfolio
|
Q2 2022
Added 34.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
9,078
shares
|
$718,069
0.04% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
9,065
shares
|
$717,041
0.64% of portfolio
|
Q3 2024
Reduced 68.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,057
shares
|
$716,408
0.41% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
9,047
shares
|
$715,617
0.14% of portfolio
|
Q1 2024
Added 76.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
9,041
shares
|
$715,143
0.37% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,006
shares
|
$712,374
0.74% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,000
shares
|
$711,900
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,988
shares
|
$710,950
0.22% of portfolio
|
Q1 2024
Reduced 43.26%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,973
shares
|
$709,764
0.09% of portfolio
|
Q4 2022
Reduced 22.93%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
8,959
shares
|
$708,656
0.27% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,953
shares
|
$708,182
0.08% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
8,952
shares
|
$708,103
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,939
shares
|
$707,074
0.04% of portfolio
|
Q2 2023
Added 701.7%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
8,931
shares
|
$706,442
0.02% of portfolio
|
Q4 2024
Added 85.56%
|