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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
74,673
shares
|
$5.95 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
74,577
shares
|
$5.94 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
74,200
shares
|
$5.91 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
74,153
shares
|
$5.91 Million
0.05% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
74,095
shares
|
$5.9 Million
1.49% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
74,025
shares
|
$5.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
73,907
shares
|
$5.89 Million
0.21% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
73,246
shares
|
$5.83 Million
0.04% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
73,038
shares
|
$5.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
72,893
shares
|
$5.81 Million
0.15% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
72,891
shares
|
$5.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.37%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
72,488
shares
|
$5.77 Million
0.84% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
72,365
shares
|
$5.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
72,255
shares
|
$5.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
71,978
shares
|
$5.73 Million
4.77% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,497
shares
|
$5.69 Million
0.12% of portfolio
|
Q2 2020
Reduced 1.43%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
71,406
shares
|
$5.69 Million
0.81% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
71,345
shares
|
$5.68 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
70,478
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
70,430
shares
|
$5.61 Million
0.09% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
68,910
shares
|
$5.49 Million
0.44% of portfolio
|
Q3 2024
Added 764.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
68,768
shares
|
$5.48 Million
0.09% of portfolio
|
Q4 2023
Added 2.31%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
68,519
shares
|
$5.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
68,158
shares
|
$5.43 Million
0.98% of portfolio
|
Q4 2024
Added 21.03%
|