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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
7,732
shares
|
$611,601
0.14% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,731
shares
|
$611,522
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$611,205
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,703
shares
|
$609,307
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
7,700
shares
|
$609,070
0.1% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,678
shares
|
$607,329
0.23% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,677
shares
|
$607,250
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,638
shares
|
$604,165
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,628
shares
|
$603,374
0.06% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,619
shares
|
$602,662
0.22% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,619
shares
|
$602,662
0.09% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,608
shares
|
$601,792
0.21% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,599
shares
|
$601,080
0.01% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
7,585
shares
|
$599,973
0.32% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,574
shares
|
$599,103
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
7,564
shares
|
$598,312
0.1% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
7,541
shares
|
$596,493
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,531
shares
|
$595,702
0.01% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
7,525
shares
|
$595,227
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
7,520
shares
|
$594,832
0.15% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,512
shares
|
$594,199
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,510
shares
|
$594,041
0.16% of portfolio
|
Q1 2023
Added 1372.55%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,499
shares
|
$593,170
0.04% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$592,300
0.02% of portfolio
|
Q3 2024
Added 55.45%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
7,485
shares
|
$592,063
0.11% of portfolio
|
Q4 2024
New holding
|