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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
5,809
shares
|
$468,147
0.19% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,807
shares
|
$467,986
0.14% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,798
shares
|
$467,260
0.07% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,785
shares
|
$466,213
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
5,780
shares
|
$465,810
0.14% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,759
shares
|
$464,117
0.04% of portfolio
|
Q2 2023
Added 63.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$464,037
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
5,754
shares
|
$463,714
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,751
shares
|
$463,473
0.05% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
5,714
shares
|
$460,491
0.16% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,702
shares
|
$459,524
0.09% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
5,692
shares
|
$458,718
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
5,690
shares
|
$458,557
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,689
shares
|
$458,476
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,647
shares
|
$455,091
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$454,124
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,630
shares
|
$453,721
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,615
shares
|
$452,512
0.05% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,614
shares
|
$452,432
0.08% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
5,587
shares
|
$450,256
0.14% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,585
shares
|
$450,095
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
5,564
shares
|
$448,402
0.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,554
shares
|
$447,596
0.02% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
5,554
shares
|
$447,596
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,547
shares
|
$447,032
0.19% of portfolio
|
Q4 2024
Added 4.4%
|