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 |
|---|---|---|---|---|---|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
130,000
shares
|
$10.4 Million
0.09% of portfolio
|
Q3 2024
Added 81.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
129,555
shares
|
$10.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
129,304
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
129,240
shares
|
$10.3 Million
0.35% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
129,200
shares
|
$10.3 Million
3.38% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Algebris (Uk) LTD
London, X0 |
Feb 11, 2025 Q4 2024 |
128,195
shares
|
$10.2 Million
2.81% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
127,928
shares
|
$10.2 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
126,672
shares
|
$10.1 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
126,607
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Added 91.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
126,523
shares
|
$10.1 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
126,184
shares
|
$10 Million
0.12% of portfolio
|
Q3 2024
Reduced 43.21%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
125,837
shares
|
$10 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
124,700
shares
|
$9.93 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
123,414
shares
|
$9.83 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
121,346
shares
|
$9.66 Million
4.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$9.66 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
121,177
shares
|
$9.65 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
121,039
shares
|
$9.64 Million
2.58% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
120,843
shares
|
$9.62 Million
0.09% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
116,793
shares
|
$9.3 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
115,697
shares
|
$9.21 Million
2.71% of portfolio
|
Q2 2024
Reduced 31.08%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,000
shares
|
$9.16 Million
1.04% of portfolio
|
Q3 2024
Reduced 72.92%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
114,025
shares
|
$9.08 Million
2.97% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
114,002
shares
|
$9.08 Million
0.11% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
113,975
shares
|
$9.08 Million
0.53% of portfolio
|
Q4 2024
Added 1901.32%
|