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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,049
shares
|
$487,488
0.08% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$487,166
0.32% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,041
shares
|
$486,844
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
6,032
shares
|
$486,118
0.0% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
6,032
shares
|
$486,118
0.23% of portfolio
|
Q4 2024
Added 892.11%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
6,026
shares
|
$485,635
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
6,025
shares
|
$485,554
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,014
shares
|
$484,668
0.0% of portfolio
|
Q4 2024
Reduced 97.84%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$483,540
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,983
shares
|
$482,169
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,969
shares
|
$481,041
0.07% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
5,968
shares
|
$480,961
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,931
shares
|
$477,979
0.02% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,926
shares
|
$477,576
0.06% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
5,923
shares
|
$477,334
0.27% of portfolio
|
Q4 2024
Added 51.17%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
5,918
shares
|
$476,931
0.11% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,910
shares
|
$476,286
0.05% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
5,904
shares
|
$475,803
0.15% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
5,902
shares
|
$475,642
0.08% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
5,900
shares
|
$475,481
0.09% of portfolio
|
Q4 2023
Reduced 71.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,895
shares
|
$475,078
0.11% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,872
shares
|
$473,224
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
5,854
shares
|
$471,773
0.14% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,846
shares
|
$471,129
0.08% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,836
shares
|
$470,323
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|