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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
4,814
shares
|
$387,960
0.05% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,813
shares
|
$387,879
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
4,812
shares
|
$387,799
0.18% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$387,637
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,809
shares
|
$387,557
0.11% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,805
shares
|
$387,234
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,804
shares
|
$387,154
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
4,800
shares
|
$386,832
0.35% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,776
shares
|
$384,897
0.11% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
4,776
shares
|
$384,897
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$384,736
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,773
shares
|
$384,656
0.11% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
4,760
shares
|
$383,608
0.1% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,759
shares
|
$383,527
0.09% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
4,758
shares
|
$383,447
0.17% of portfolio
|
Q4 2024
Added 31.87%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
4,757
shares
|
$383,366
0.07% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,757
shares
|
$383,366
0.03% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,749
shares
|
$382,721
0.15% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,743
shares
|
$382,238
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,738
shares
|
$381,835
0.05% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$381,271
0.01% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,724
shares
|
$380,707
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$380,626
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
4,719
shares
|
$380,304
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$379,337
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|