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 2,508 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,282
shares
|
$89,688
0.02% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,279
shares
|
$89,478
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,267
shares
|
$88,639
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$88,569
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,260
shares
|
$88,149
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$87,030
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,239
shares
|
$86,680
0.01% of portfolio
|
Q3 2024
Added 46.98%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,229
shares
|
$85,980
0.03% of portfolio
|
Q2 2024
Reduced 17.79%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,225
shares
|
$85,700
0.03% of portfolio
|
Q4 2022
Reduced 8.92%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,206
shares
|
$84,371
0.03% of portfolio
|
Q2 2024
Reduced 24.81%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$83,951
0.02% of portfolio
|
Q3 2024
Reduced 40.36%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,200
shares
|
$83,951
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,194
shares
|
$83,532
0.01% of portfolio
|
Q4 2021
Reduced 1.57%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,188
shares
|
$83,112
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$82,762
0.02% of portfolio
|
Q1 2024
Added 294.33%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$82,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
1,178
shares
|
$82,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,166
shares
|
$81,573
0.05% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,160
shares
|
$81,153
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,112
shares
|
$77,795
0.01% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,100
shares
|
$76,956
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$76,746
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$76,606
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,093
shares
|
$76,466
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$76,326
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|