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 |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,094
shares
|
$229,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
3,092
shares
|
$229,673
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,091
shares
|
$229,599
0.03% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
3,085
shares
|
$229,153
0.02% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
3,084
shares
|
$229,079
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,083
shares
|
$229,005
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,077
shares
|
$228,559
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,076
shares
|
$228,485
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
3,074
shares
|
$228,336
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,072
shares
|
$228,188
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
3,061
shares
|
$227,371
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,060
shares
|
$227,296
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,059
shares
|
$227,222
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
3,056
shares
|
$226,999
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
3,050
shares
|
$226,554
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
3,049
shares
|
$226,479
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,048
shares
|
$226,405
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
3,043
shares
|
$226,034
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
3,042
shares
|
$225,959
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
3,040
shares
|
$225,811
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
3,030
shares
|
$225,068
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
3,024
shares
|
$224,622
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
3,012
shares
|
$223,731
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
3,009
shares
|
$223,508
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$222,840
0.03% of portfolio
|
Q4 2024
New holding
|