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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
800
shares
|
$55,967
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
797
shares
|
$55,758
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
780
shares
|
$54,568
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
778
shares
|
$54,428
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
771
shares
|
$53,939
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
744
shares
|
$52,050
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
735
shares
|
$51,420
0.0% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
724
shares
|
$50,651
0.03% of portfolio
|
Q4 2023
Reduced 69.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
666
shares
|
$46,593
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
655
shares
|
$45,823
0.02% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
627
shares
|
$43,864
0.01% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
625
shares
|
$43,724
0.01% of portfolio
|
Q2 2024
Added 31.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
620
shares
|
$43,375
0.01% of portfolio
|
Q2 2024
Reduced 87.32%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
608
shares
|
$42,535
0.02% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
602
shares
|
$42,115
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
600
shares
|
$41,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$41,975
0.02% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
599
shares
|
$41,906
0.02% of portfolio
|
Q4 2023
Added 78.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
598
shares
|
$41,836
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
561
shares
|
$39,247
0.02% of portfolio
|
Q2 2024
Reduced 85.1%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
553
shares
|
$38,687
0.01% of portfolio
|
Q2 2023
Added 943.4%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
536
shares
|
$37,498
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
534
shares
|
$37,358
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
520
shares
|
$36,379
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
520
shares
|
$36,379
0.02% of portfolio
|
Q4 2021
New holding
|