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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
8,571
shares
|
$677,966
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,550
shares
|
$676,305
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,513
shares
|
$673,378
0.02% of portfolio
|
Q3 2024
Reduced 95.49%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
8,473
shares
|
$670,214
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,462
shares
|
$669,344
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,455
shares
|
$668,790
0.26% of portfolio
|
Q3 2023
Reduced 19.06%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,420
shares
|
$666,022
0.03% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8,408
shares
|
$665,072
0.06% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,397
shares
|
$664,202
0.05% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,395
shares
|
$664,044
0.12% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
8,390
shares
|
$663,649
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
8,385
shares
|
$663,253
0.27% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
8,350
shares
|
$660,485
0.1% of portfolio
|
Q4 2024
Added 64.11%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
8,329
shares
|
$658,823
0.06% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,317
shares
|
$657,874
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,313
shares
|
$657,558
0.04% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,300
shares
|
$656,530
0.01% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
8,293
shares
|
$655,976
0.46% of portfolio
|
Q1 2024
Reduced 45.56%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
8,292
shares
|
$655,897
0.1% of portfolio
|
Q4 2024
Reduced 36.35%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
8,288
shares
|
$655,580
0.15% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
8,285
shares
|
$655,343
0.11% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,278
shares
|
$654,789
0.02% of portfolio
|
Q2 2024
Added 19.59%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
8,273
shares
|
$654,394
0.02% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
8,271
shares
|
$654,236
0.08% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
8,255
shares
|
$652,970
0.03% of portfolio
|
Q2 2024
Reduced 9.34%
|