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 $160 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
3,012
shares
|
$216,231
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
3,009
shares
|
$216,016
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$215,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$215,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$215,370
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,995
shares
|
$215,011
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,991
shares
|
$214,723
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,982
shares
|
$214,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
2,980
shares
|
$213,934
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,978
shares
|
$213,790
0.04% of portfolio
|
Q1 2024
Added 79.61%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,977
shares
|
$213,718
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,966
shares
|
$212,929
0.07% of portfolio
|
Q4 2024
Reduced 53.61%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,965
shares
|
$212,857
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,958
shares
|
$212,354
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,957
shares
|
$212,283
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
2,950
shares
|
$211,780
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
2,948
shares
|
$211,636
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$210,057
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,924
shares
|
$209,913
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,917
shares
|
$209,411
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,915
shares
|
$209,267
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$209,052
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,908
shares
|
$208,765
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
2,905
shares
|
$208,549
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
2,904
shares
|
$208,478
0.02% of portfolio
|
Q4 2024
New holding
|