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 2,670 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$521,739
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,467
shares
|
$521,175
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,461
shares
|
$520,691
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,460
shares
|
$520,611
0.09% of portfolio
|
Q1 2024
Added 30.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
6,440
shares
|
$518,999
0.16% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,429
shares
|
$518,113
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
6,423
shares
|
$517,629
0.21% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
6,397
shares
|
$515,534
0.03% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,365
shares
|
$512,955
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,361
shares
|
$512,632
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
6,356
shares
|
$512,230
0.0% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$511,504
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
6,338
shares
|
$510,779
0.06% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,322
shares
|
$509,489
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
6,306
shares
|
$508,200
0.19% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,298
shares
|
$507,555
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$507,152
0.13% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
6,292
shares
|
$507,072
0.1% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
6,284
shares
|
$506,427
0.07% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,273
shares
|
$505,541
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,272
shares
|
$505,460
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,271
shares
|
$505,379
0.03% of portfolio
|
Q3 2024
Added 65.59%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
6,261
shares
|
$504,573
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
6,259
shares
|
$504,412
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
6,250
shares
|
$503,687
0.01% of portfolio
|
Q4 2024
Reduced 39.02%
|