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 2,737 institutions that hold shares in the stock, with a total of 2.29 Billion shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,363
shares
|
$425,017
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
5,362
shares
|
$424,938
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
|
$424,542
0.18% of portfolio
|
Q1 2024
Reduced 25.84%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
5,349
shares
|
$423,908
0.23% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,345
shares
|
$423,591
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
5,341
shares
|
$423,274
0.1% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
5,332
shares
|
$422,561
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
5,302
shares
|
$420,183
0.24% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
5,300
shares
|
$420,025
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,284
shares
|
$418,757
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
|
$418,598
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
|
$418,202
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
5,268
shares
|
$417,489
0.07% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
5,265
shares
|
$417,251
0.16% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
5,249
shares
|
$415,983
0.24% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,246
shares
|
$415,745
0.03% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,236
shares
|
$414,953
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
|
$414,715
0.05% of portfolio
|
Q4 2023
Reduced 64.61%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
5,210
shares
|
$412,892
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,189
shares
|
$411,228
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
5,180
shares
|
$410,515
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,172
shares
|
$409,881
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
5,170
shares
|
$409,722
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
|
$409,643
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
5,165
shares
|
$409,326
0.07% of portfolio
|
Q4 2024
Reduced 10.79%
|