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 2,859 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,714
shares
|
$121,436
0.05% of portfolio
|
Q1 2024
Added 10.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,707
shares
|
$120,940
0.05% of portfolio
|
Q4 2024
Added 241.4%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,704
shares
|
$120,728
0.09% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
1,665
shares
|
$117,965
0.05% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,664
shares
|
$117,894
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,604
shares
|
$113,643
0.02% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,580
shares
|
$111,942
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,569
shares
|
$111,163
0.04% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,564
shares
|
$110,809
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,534
shares
|
$108,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,532
shares
|
$108,542
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
1,518
shares
|
$107,550
0.0% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,515
shares
|
$107,337
0.03% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$106,274
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,491
shares
|
$105,637
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$105,566
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,480
shares
|
$104,857
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$104,787
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,471
shares
|
$104,220
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,463
shares
|
$103,653
0.04% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,462
shares
|
$103,582
0.01% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,460
shares
|
$103,440
0.02% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$103,440
0.07% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,451
shares
|
$102,803
0.0% of portfolio
|
Q4 2024
Reduced 48.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$102,307
0.02% of portfolio
|
Q3 2023
Added 5.94%
|