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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
3,955
shares
|
$293,777
0.09% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$293,703
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,946
shares
|
$293,108
0.14% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$292,811
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,934
shares
|
$292,217
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,925
shares
|
$291,549
0.05% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,914
shares
|
$290,731
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,905
shares
|
$290,063
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,900
shares
|
$289,692
0.03% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,883
shares
|
$288,429
0.03% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$288,429
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,882
shares
|
$288,354
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,879
shares
|
$288,132
0.08% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,869
shares
|
$287,389
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
3,866
shares
|
$287,166
0.04% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
3,861
shares
|
$286,795
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
3,857
shares
|
$286,497
0.11% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,854
shares
|
$286,275
0.01% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,853
shares
|
$286,200
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
3,852
shares
|
$286,126
0.2% of portfolio
|
Q4 2024
Reduced 20.89%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,846
shares
|
$285,680
0.17% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,844
shares
|
$285,532
0.3% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,828
shares
|
$284,343
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
3,822
shares
|
$283,898
0.03% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,822
shares
|
$283,898
0.21% of portfolio
|
Q4 2024
Added 0.05%
|