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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
5,332
shares
|
$429,705
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
5,302
shares
|
$427,288
0.18% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
5,300
shares
|
$427,127
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,284
shares
|
$425,837
0.08% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,282
shares
|
$425,676
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,277
shares
|
$425,273
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,268
shares
|
$424,548
0.07% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
5,265
shares
|
$424,306
0.16% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,262
shares
|
$424,064
0.02% of portfolio
|
Q3 2024
Added 67.05%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
5,249
shares
|
$423,016
0.24% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,236
shares
|
$421,969
0.18% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
5,233
shares
|
$421,727
0.05% of portfolio
|
Q4 2023
Reduced 64.61%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
5,210
shares
|
$419,873
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,189
shares
|
$418,181
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
5,180
shares
|
$417,456
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,172
shares
|
$416,811
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
5,170
shares
|
$416,650
0.29% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
5,169
shares
|
$416,569
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
5,165
shares
|
$416,247
0.07% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
5,165
shares
|
$416,247
0.18% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,154
shares
|
$415,360
0.03% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
5,149
shares
|
$414,957
0.04% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
5,132
shares
|
$413,587
0.02% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
5,131
shares
|
$413,507
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,130
shares
|
$413,426
0.02% of portfolio
|
Q3 2024
Reduced 97.96%
|