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 $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,804
shares
|
$340,363
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
4,800
shares
|
$340,080
0.35% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
4,798
shares
|
$339,938
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,777
shares
|
$338,450
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,776
shares
|
$338,379
0.11% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$338,237
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,773
shares
|
$338,167
0.11% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
4,769
shares
|
$337,883
0.15% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
4,760
shares
|
$337,246
0.12% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,759
shares
|
$337,175
0.09% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
4,758
shares
|
$337,104
0.17% of portfolio
|
Q4 2024
Added 31.87%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
4,757
shares
|
$337,033
0.07% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,757
shares
|
$337,033
0.03% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,752
shares
|
$336,679
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,749
shares
|
$336,466
0.15% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,743
shares
|
$336,041
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,738
shares
|
$335,687
0.05% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,726
shares
|
$334,837
0.17% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,724
shares
|
$334,695
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
4,719
shares
|
$334,341
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
4,718
shares
|
$334,270
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
4,704
shares
|
$333,278
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,696
shares
|
$332,711
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
4,689
shares
|
$332,215
0.11% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,655
shares
|
$329,806
0.15% of portfolio
|
Q4 2024
Added 0.02%
|