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 2,859 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
5,690
shares
|
$392,211
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,660
shares
|
$390,143
0.02% of portfolio
|
Q4 2024
Added 26.91%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,647
shares
|
$389,247
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$388,420
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,615
shares
|
$387,041
0.05% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,593
shares
|
$385,525
0.02% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,585
shares
|
$384,974
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
5,564
shares
|
$383,526
0.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
5,564
shares
|
$383,526
0.1% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
5,564
shares
|
$383,526
0.09% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,554
shares
|
$382,837
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
|
$382,837
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,550
shares
|
$382,561
0.19% of portfolio
|
Q4 2024
Added 56.34%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,547
shares
|
$382,354
0.19% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
5,530
shares
|
$381,182
0.23% of portfolio
|
Q2 2024
Reduced 26.27%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
5,516
shares
|
$380,217
0.06% of portfolio
|
Q4 2024
Reduced 48.53%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
5,510
shares
|
$379,804
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,486
shares
|
$378,149
0.06% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,466
shares
|
$376,771
0.02% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
5,464
shares
|
$376,633
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,450
shares
|
$375,668
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,450
shares
|
$375,668
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$375,392
0.02% of portfolio
|
Q4 2024
Added 47.07%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
5,428
shares
|
$374,152
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,427
shares
|
$374,083
0.02% of portfolio
|
Q4 2024
Reduced 22.22%
|