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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
143,596
shares
|
$11.4 Million
1.55% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
143,512
shares
|
$11.4 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
142,354
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2023
Reduced 49.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,321
shares
|
$11.3 Million
0.18% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
141,846
shares
|
$11.3 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
141,087
shares
|
$11.2 Million
0.09% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
140,029
shares
|
$11.2 Million
0.38% of portfolio
|
Q4 2024
Added 32.68%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
139,326
shares
|
$11.1 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
139,185
shares
|
$11.1 Million
0.19% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
138,813
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
138,523
shares
|
$11 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
138,432
shares
|
$11 Million
0.2% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
137,618
shares
|
$11 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
137,361
shares
|
$10.9 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
137,104
shares
|
$10.9 Million
5.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
137,071
shares
|
$10.9 Million
2.25% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
137,050
shares
|
$10.9 Million
1.6% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
136,269
shares
|
$10.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
135,242
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
134,597
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Salzhauer Michael
|
Jan 28, 2025 Q4 2024 |
133,733
shares
|
$10.7 Million
3.23% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
132,829
shares
|
$10.6 Million
0.26% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
132,189
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
130,504
shares
|
$10.4 Million
1.06% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
130,460
shares
|
$10.4 Million
0.79% of portfolio
|
Q4 2023
Reduced 27.66%
|