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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
6,718
shares
|
$531,393
0.02% of portfolio
|
Q1 2024
Reduced 8.67%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6,718
shares
|
$531,393
0.19% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
6,714
shares
|
$531,077
0.21% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,709
shares
|
$530,681
0.04% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
6,701
shares
|
$530,049
0.03% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
6,700
shares
|
$529,970
0.17% of portfolio
|
Q4 2024
Reduced 93.83%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
6,696
shares
|
$529,653
0.04% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
6,670
shares
|
$527,597
0.1% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
6,653
shares
|
$526,252
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
6,648
shares
|
$525,856
0.21% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,639
shares
|
$525,144
0.03% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,609
shares
|
$522,771
0.18% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
6,606
shares
|
$522,534
0.1% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
6,604
shares
|
$522,376
0.04% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
6,600
shares
|
$522,059
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
6,588
shares
|
$521,110
0.02% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,557
shares
|
$518,658
0.06% of portfolio
|
Q3 2024
Added 206.55%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,530
shares
|
$516,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
6,529
shares
|
$516,443
0.09% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,521
shares
|
$515,811
0.03% of portfolio
|
Q3 2024
Reduced 65.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,515
shares
|
$515,336
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
6,514
shares
|
$515,257
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,507
shares
|
$514,703
0.16% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
6,500
shares
|
$514,149
0.24% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
6,490
shares
|
$513,358
0.24% of portfolio
|
Q4 2024
Reduced 7.15%
|