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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
5,510
shares
|
$444,050
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,486
shares
|
$442,116
0.06% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,477
shares
|
$441,391
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,466
shares
|
$440,504
0.02% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
5,464
shares
|
$440,343
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,450
shares
|
$439,215
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$438,893
0.02% of portfolio
|
Q4 2024
Added 47.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,431
shares
|
$437,684
0.05% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
5,420
shares
|
$436,797
0.16% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
5,418
shares
|
$436,636
0.02% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,414
shares
|
$436,314
0.05% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,409
shares
|
$435,911
0.03% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,400
shares
|
$435,186
0.13% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
5,399
shares
|
$435,105
0.08% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,397
shares
|
$434,944
0.06% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,394
shares
|
$434,702
0.04% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,394
shares
|
$434,702
0.02% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
5,383
shares
|
$433,815
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,372
shares
|
$432,929
0.03% of portfolio
|
Q2 2023
Reduced 10.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,363
shares
|
$432,204
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
5,362
shares
|
$432,123
0.28% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,357
shares
|
$431,720
0.18% of portfolio
|
Q1 2024
Reduced 25.84%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
5,349
shares
|
$431,075
0.23% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,345
shares
|
$430,753
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
5,341
shares
|
$430,431
0.1% of portfolio
|
Q4 2024
Added 35.42%
|