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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,184
shares
|
$236,507
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$236,284
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,170
shares
|
$235,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,169
shares
|
$235,393
0.1% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$235,021
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,153
shares
|
$234,204
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,145
shares
|
$233,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
3,142
shares
|
$233,387
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,141
shares
|
$233,313
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,140
shares
|
$233,239
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
3,139
shares
|
$233,164
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,138
shares
|
$233,090
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
3,136
shares
|
$232,942
0.05% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
3,135
shares
|
$232,867
0.01% of portfolio
|
Q4 2024
Reduced 79.81%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
3,126
shares
|
$232,199
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,122
shares
|
$231,902
0.04% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,121
shares
|
$231,827
0.01% of portfolio
|
Q4 2024
Reduced 38.95%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,121
shares
|
$231,827
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$231,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,115
shares
|
$231,382
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
3,110
shares
|
$231,010
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,106
shares
|
$230,713
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
3,103
shares
|
$230,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,101
shares
|
$230,342
0.04% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,100
shares
|
$230,268
0.03% of portfolio
|
Q3 2022
Reduced 6.06%
|