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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,815
shares
|
$283,378
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,805
shares
|
$282,635
0.02% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,798
shares
|
$282,115
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
3,796
shares
|
$281,966
0.08% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,790
shares
|
$281,521
0.04% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
3,789
shares
|
$281,446
0.16% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
3,783
shares
|
$281,001
0.11% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
3,769
shares
|
$279,961
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
3,766
shares
|
$279,738
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,764
shares
|
$279,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,745
shares
|
$278,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
3,743
shares
|
$278,030
0.07% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,736
shares
|
$277,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$277,064
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,726
shares
|
$276,767
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,726
shares
|
$276,767
0.02% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,718
shares
|
$276,173
0.1% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
3,716
shares
|
$276,024
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
3,713
shares
|
$275,801
0.02% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,708
shares
|
$275,430
0.02% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,706
shares
|
$275,281
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
3,705
shares
|
$275,207
0.16% of portfolio
|
Q4 2024
Reduced 28.95%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,704
shares
|
$275,133
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$274,836
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,692
shares
|
$274,241
0.19% of portfolio
|
Q4 2024
Added 3.5%
|