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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,525
shares
|
$261,837
0.1% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$261,837
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,507
shares
|
$260,499
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,500
shares
|
$259,980
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
3,498
shares
|
$259,831
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
3,486
shares
|
$258,940
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,478
shares
|
$258,345
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
3,476
shares
|
$258,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,475
shares
|
$258,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,474
shares
|
$258,048
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
3,473
shares
|
$257,974
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
3,465
shares
|
$257,380
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,463
shares
|
$257,231
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,462
shares
|
$257,157
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,462
shares
|
$257,157
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,459
shares
|
$256,934
0.06% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
3,450
shares
|
$256,266
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
3,449
shares
|
$256,191
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
3,444
shares
|
$255,820
0.1% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,441
shares
|
$255,597
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
3,433
shares
|
$255,003
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,428
shares
|
$254,631
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
3,426
shares
|
$254,483
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,426
shares
|
$254,483
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
3,402
shares
|
$252,700
0.04% of portfolio
|
Q4 2024
New holding
|