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 2,711 institutions that hold shares in the stock, with a total of 2.25 Billion shares, which have been reported (via 13F filing form) to have a value of $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
312,302
shares
|
$24.9 Million
0.18% of portfolio
|
Q3 2024
Added 232.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
311,074
shares
|
$24.8 Million
1.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
310,621
shares
|
$24.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jan 22, 2025 Q4 2024 |
310,178
shares
|
$24.7 Million
9.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
309,112
shares
|
$24.6 Million
0.34% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
307,800
shares
|
$24.5 Million
0.86% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
307,627
shares
|
$24.5 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
305,882
shares
|
$24.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 54.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
305,338
shares
|
$24.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 44.88%
|
|
|
Capital Growth Management LP
Boston, MA |
Nov 14, 2022 Q3 2022 |
300,000
shares
|
$23.9 Million
1.59% of portfolio
|
Q1 2022
Added 50.0%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
294,513
shares
|
$23.5 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
289,347
shares
|
$23 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
285,438
shares
|
$22.7 Million
1.14% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
285,411
shares
|
$22.7 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
284,703
shares
|
$22.7 Million
0.17% of portfolio
|
Q4 2024
Added 100.96%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
283,124
shares
|
$22.5 Million
2.47% of portfolio
|
Q4 2024
Added 102.3%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
282,468
shares
|
$22.5 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
282,302
shares
|
$22.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
281,201
shares
|
$22.4 Million
0.06% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
280,938
shares
|
$22.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 86.12%
|
|
|
Harbor Island Capital LLC
|
Jan 27, 2025 Q4 2024 |
279,964
shares
|
$22.3 Million
10.75% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
277,478
shares
|
$22.1 Million
0.06% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
276,455
shares
|
$22 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
271,907
shares
|
$21.7 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
269,112
shares
|
$21.4 Million
0.1% of portfolio
|
Q3 2024
Added 201.02%
|