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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
62
shares
|
$4,337
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$4,197
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
58
shares
|
$4,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
55
shares
|
$3,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
50
shares
|
$3,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
50
shares
|
$3,497
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
28
shares
|
$1,958
0.0% of portfolio
|
Q3 2024
Reduced 69.89%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26
shares
|
$1,818
0.0% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$1,049
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$209
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
2
shares
|
$139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
2
shares
|
$139
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|