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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,960
shares
|
$399,726
0.23% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,954
shares
|
$399,242
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$399,081
0.06% of portfolio
|
Q3 2024
Reduced 47.99%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,948
shares
|
$398,759
0.05% of portfolio
|
Q3 2024
Added 1137.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,942
shares
|
$398,275
0.22% of portfolio
|
Q1 2024
Reduced 27.46%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,933
shares
|
$397,550
0.03% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$397,469
0.21% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,921
shares
|
$396,583
0.04% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,918
shares
|
$396,341
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
4,913
shares
|
$395,938
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
4,904
shares
|
$395,213
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
4,895
shares
|
$394,488
0.19% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
4,884
shares
|
$393,601
0.04% of portfolio
|
Q2 2024
Reduced 34.02%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,881
shares
|
$393,359
0.05% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
4,875
shares
|
$392,876
0.03% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,869
shares
|
$392,392
0.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
4,868
shares
|
$392,312
0.23% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
4,867
shares
|
$392,231
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,867
shares
|
$392,231
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
4,857
shares
|
$391,425
0.05% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,848
shares
|
$390,700
0.29% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$390,619
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$390,619
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,847
shares
|
$390,619
0.3% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,845
shares
|
$390,458
0.07% of portfolio
|
Q4 2024
Added 16.24%
|