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 2,857 institutions that hold shares in the stock, with a total of 2.22 Billion shares, which have been reported (via 13F filing form) to have a value of $165 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,112
shares
|
$305,439
0.14% of portfolio
|
Q3 2024
Reduced 79.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,108
shares
|
$305,142
0.06% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
4,101
shares
|
$304,622
0.07% of portfolio
|
Q1 2024
Reduced 19.6%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
4,100
shares
|
$304,548
0.02% of portfolio
|
Q3 2024
Reduced 98.76%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
4,084
shares
|
$303,359
0.05% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,083
shares
|
$303,285
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
4,080
shares
|
$303,062
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
4,079
shares
|
$302,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,070
shares
|
$302,319
0.05% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,047
shares
|
$300,611
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$300,016
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
4,039
shares
|
$300,016
0.07% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
4,038
shares
|
$299,942
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,033
shares
|
$299,571
0.03% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
4,033
shares
|
$299,571
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
4,030
shares
|
$299,348
0.07% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,019
shares
|
$298,531
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$297,120
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
4,000
shares
|
$297,120
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,999
shares
|
$297,045
0.01% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$295,188
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
3,967
shares
|
$294,668
0.12% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,958
shares
|
$294,000
0.09% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
3,958
shares
|
$294,000
0.06% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$293,925
0.02% of portfolio
|
Q4 2024
Reduced 16.36%
|