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 |
|---|---|---|---|---|---|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
81,853
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,202
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
81,149
shares
|
$6.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
80,656
shares
|
$6.42 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
80,189
shares
|
$6.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
79,652
shares
|
$6.34 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
79,542
shares
|
$6.33 Million
0.2% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
79,320
shares
|
$6.32 Million
0.15% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
79,288
shares
|
$6.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
78,809
shares
|
$6.28 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
78,455
shares
|
$6.25 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
78,436
shares
|
$6.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
78,368
shares
|
$6.24 Million
0.13% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
77,730
shares
|
$6.19 Million
2.92% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
77,045
shares
|
$6.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
77,000
shares
|
$6.13 Million
0.68% of portfolio
|
Q2 2020
Reduced 11.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
76,972
shares
|
$6.13 Million
0.07% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
76,476
shares
|
$6.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
76,415
shares
|
$6.09 Million
0.61% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
75,830
shares
|
$6.04 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
75,791
shares
|
$6.04 Million
0.23% of portfolio
|
Q4 2024
Added 762.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
75,432
shares
|
$6.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 64.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
74,829
shares
|
$5.96 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
74,799
shares
|
$5.96 Million
3.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$5.95 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|