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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,276
shares
|
$243,341
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
3,269
shares
|
$242,821
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,268
shares
|
$242,747
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,256
shares
|
$241,855
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,253
shares
|
$241,632
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
3,252
shares
|
$241,558
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
3,250
shares
|
$241,410
0.05% of portfolio
|
Q4 2024
Added 3593.18%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,250
shares
|
$241,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,250
shares
|
$241,410
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$241,410
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
3,248
shares
|
$241,261
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,243
shares
|
$240,890
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
3,228
shares
|
$239,775
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
3,227
shares
|
$239,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,224
shares
|
$239,478
0.02% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,224
shares
|
$239,478
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
3,223
shares
|
$239,404
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
3,223
shares
|
$239,404
0.04% of portfolio
|
Q2 2024
Added 20.97%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,211
shares
|
$238,513
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,209
shares
|
$238,364
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,206
shares
|
$238,141
0.08% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
Feb 14, 2025 Q4 2024 |
3,198
shares
|
$237,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
3,194
shares
|
$237,250
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
3,189
shares
|
$236,878
0.0% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,187
shares
|
$236,730
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|