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 2,627 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$312,560
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$312,560
0.02% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
4,000
shares
|
$312,560
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$310,528
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,958
shares
|
$309,278
0.09% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$308,965
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,946
shares
|
$308,340
0.14% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$308,027
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,934
shares
|
$307,402
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,925
shares
|
$306,699
0.05% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,923
shares
|
$306,543
0.04% of portfolio
|
Q3 2024
Added 106.69%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$305,839
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
3,908
shares
|
$305,371
0.1% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,905
shares
|
$305,136
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,900
shares
|
$304,746
0.03% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,883
shares
|
$303,417
0.02% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$303,417
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,882
shares
|
$303,339
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,879
shares
|
$303,105
0.08% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,869
shares
|
$302,323
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
3,854
shares
|
$301,151
0.0% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,846
shares
|
$300,526
0.17% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,844
shares
|
$300,370
0.3% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
3,843
shares
|
$300,292
0.05% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,841
shares
|
$300,135
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|