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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
6,951
shares
|
$549,824
0.02% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,942
shares
|
$549,112
0.06% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
6,935
shares
|
$548,558
0.14% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,930
shares
|
$548,163
0.07% of portfolio
|
Q4 2021
Reduced 2.26%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,926
shares
|
$547,846
0.01% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
6,925
shares
|
$547,767
0.06% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
6,896
shares
|
$545,473
0.07% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,866
shares
|
$543,100
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
6,865
shares
|
$543,021
0.17% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
6,862
shares
|
$542,784
0.43% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
6,853
shares
|
$542,072
0.06% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
6,840
shares
|
$541,044
0.25% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,808
shares
|
$538,512
0.02% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
6,800
shares
|
$537,880
0.22% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,797
shares
|
$537,642
0.04% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,795
shares
|
$537,484
0.4% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
6,790
shares
|
$537,089
0.07% of portfolio
|
Q2 2024
Added 44.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
6,788
shares
|
$536,930
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,764
shares
|
$535,032
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
6,753
shares
|
$534,162
0.16% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
6,749
shares
|
$533,845
0.27% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
6,747
shares
|
$533,687
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
6,742
shares
|
$533,292
0.04% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
6,725
shares
|
$531,947
0.04% of portfolio
|
Q4 2024
Added 68.13%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,721
shares
|
$531,631
0.1% of portfolio
|
Q4 2024
Added 29.77%
|