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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,408
shares
|
$585,972
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,407
shares
|
$585,893
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,405
shares
|
$585,735
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
7,400
shares
|
$585,340
0.16% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,388
shares
|
$584,390
0.03% of portfolio
|
Q4 2024
Added 166.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,366
shares
|
$582,650
0.06% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,350
shares
|
$581,385
0.14% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
7,350
shares
|
$581,385
0.05% of portfolio
|
Q4 2024
Added 34.05%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$580,198
0.14% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,327
shares
|
$579,565
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,322
shares
|
$579,170
0.06% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,320
shares
|
$579,012
0.1% of portfolio
|
Q4 2023
Added 5.54%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
7,309
shares
|
$578,141
0.14% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,304
shares
|
$577,746
0.01% of portfolio
|
Q3 2024
Reduced 92.56%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,286
shares
|
$576,322
0.2% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
7,280
shares
|
$575,848
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
7,275
shares
|
$575,452
0.34% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,258
shares
|
$574,107
0.17% of portfolio
|
Q2 2024
Reduced 15.39%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,248
shares
|
$573,316
0.04% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
7,238
shares
|
$572,525
0.18% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,233
shares
|
$572,130
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
7,220
shares
|
$571,102
0.23% of portfolio
|
Q2 2023
Reduced 13.69%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
7,200
shares
|
$569,520
0.25% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
7,196
shares
|
$569,203
0.28% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,193
shares
|
$568,966
0.05% of portfolio
|
Q3 2024
Reduced 11.44%
|