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 2,769 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,665
shares
|
$683,235
0.09% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,664
shares
|
$683,156
0.04% of portfolio
|
Q4 2024
Added 58.3%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
8,634
shares
|
$680,790
0.41% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,623
shares
|
$679,923
0.25% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8,614
shares
|
$679,213
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
8,613
shares
|
$679,135
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
8,571
shares
|
$675,823
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
8,570
shares
|
$675,744
0.17% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,513
shares
|
$671,250
0.02% of portfolio
|
Q3 2024
Reduced 95.49%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
8,473
shares
|
$668,096
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,455
shares
|
$666,676
0.26% of portfolio
|
Q3 2023
Reduced 19.06%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,437
shares
|
$665,257
0.06% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,420
shares
|
$663,917
0.03% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8,408
shares
|
$662,970
0.06% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
8,404
shares
|
$662,655
0.4% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
8,395
shares
|
$661,945
0.15% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
8,390
shares
|
$661,551
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
|
$661,157
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
|
$658,397
0.1% of portfolio
|
Q4 2024
Added 64.11%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
8,329
shares
|
$656,741
0.06% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,317
shares
|
$655,795
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,313
shares
|
$655,480
0.04% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,300
shares
|
$654,455
0.01% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
8,293
shares
|
$653,903
0.46% of portfolio
|
Q1 2024
Reduced 45.56%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
8,292
shares
|
$653,824
0.1% of portfolio
|
Q4 2024
Reduced 36.35%
|