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 2,670 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,381
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
104
shares
|
$8,381
0.0% of portfolio
|
Q4 2023
Reduced 95.62%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
101
shares
|
$8,139
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$8,059
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
100
shares
|
$8,059
0.01% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
100
shares
|
$8,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
99
shares
|
$7,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
98
shares
|
$7,897
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
97
shares
|
$7,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
95
shares
|
$7,656
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
93
shares
|
$7,494
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
90
shares
|
$7,253
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$7,091
0.0% of portfolio
|
Q3 2024
Reduced 56.86%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
87
shares
|
$7,011
0.27% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
82
shares
|
$6,608
0.0% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
74
shares
|
$5,963
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
73
shares
|
$5,883
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
71
shares
|
$5,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
70
shares
|
$5,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68
shares
|
$5,480
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
67
shares
|
$5,399
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
62
shares
|
$4,996
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
60
shares
|
$4,835
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$4,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
55
shares
|
$4,432
0.0% of portfolio
|
Q4 2024
New holding
|