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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,244
shares
|
$503,203
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,229
shares
|
$501,995
0.25% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,228
shares
|
$501,914
0.03% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,223
shares
|
$501,511
0.02% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
6,211
shares
|
$500,544
0.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,207
shares
|
$500,222
0.21% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
6,206
shares
|
$500,141
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,206
shares
|
$500,141
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,205
shares
|
$500,060
0.08% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
6,200
shares
|
$499,658
0.03% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
6,198
shares
|
$499,496
0.24% of portfolio
|
Q4 2024
Added 67.51%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,195
shares
|
$499,255
0.02% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
6,180
shares
|
$498,046
0.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
6,178
shares
|
$497,885
0.09% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$497,401
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
6,167
shares
|
$496,998
0.22% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,152
shares
|
$495,789
0.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,125
shares
|
$493,613
0.25% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,114
shares
|
$492,727
0.12% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
6,108
shares
|
$492,243
0.05% of portfolio
|
Q3 2024
Reduced 78.4%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
6,099
shares
|
$491,518
0.04% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,093
shares
|
$491,034
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,088
shares
|
$490,631
0.05% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,082
shares
|
$490,148
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
6,052
shares
|
$487,730
0.4% of portfolio
|
Q4 2024
Added 35.79%
|