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 |
|---|---|---|---|---|---|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
99,612
shares
|
$7.93 Million
0.45% of portfolio
|
Q4 2024
Added 68.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
99,049
shares
|
$7.89 Million
0.07% of portfolio
|
Q3 2024
Added 32.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
98,699
shares
|
$7.86 Million
0.12% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
98,669
shares
|
$7.86 Million
0.25% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
98,511
shares
|
$7.85 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
98,465
shares
|
$7.84 Million
0.55% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
98,339
shares
|
$7.83 Million
0.44% of portfolio
|
Q4 2024
Added 1388.18%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
97,046
shares
|
$7.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
96,806
shares
|
$7.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
96,715
shares
|
$7.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
96,067
shares
|
$7.65 Million
3.71% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
95,923
shares
|
$7.64 Million
0.12% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
95,846
shares
|
$7.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
95,767
shares
|
$7.63 Million
0.05% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
95,081
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
94,329
shares
|
$7.51 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
94,222
shares
|
$7.5 Million
0.22% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
93,713
shares
|
$7.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
93,119
shares
|
$7.42 Million
1.48% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
93,045
shares
|
$7.41 Million
1.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
92,845
shares
|
$7.39 Million
2.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
92,602
shares
|
$7.37 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
92,285
shares
|
$7.35 Million
0.22% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
92,047
shares
|
$7.33 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
91,906
shares
|
$7.32 Million
2.5% of portfolio
|
Q3 2024
Added 1.1%
|