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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
66,820
shares
|
$5.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,758
shares
|
$5.32 Million
0.08% of portfolio
|
Q3 2022
Added 509.72%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
66,621
shares
|
$5.31 Million
0.03% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
66,433
shares
|
$5.29 Million
0.03% of portfolio
|
Q3 2022
Added 938.83%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
66,233
shares
|
$5.27 Million
0.14% of portfolio
|
Q4 2024
Added 62.35%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
66,089
shares
|
$5.26 Million
0.14% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
65,524
shares
|
$5.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
65,324
shares
|
$5.2 Million
3.1% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
64,352
shares
|
$5.12 Million
1.82% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
63,636
shares
|
$5.07 Million
0.43% of portfolio
|
Q4 2024
Added 232.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,221
shares
|
$5.03 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
63,156
shares
|
$5.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
63,039
shares
|
$5.02 Million
0.59% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
62,967
shares
|
$5.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
62,907
shares
|
$5.01 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
62,652
shares
|
$4.99 Million
0.13% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
62,605
shares
|
$4.99 Million
1.42% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
62,474
shares
|
$4.98 Million
0.18% of portfolio
|
Q2 2022
Added 6.22%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
61,828
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,823
shares
|
$4.92 Million
0.13% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
61,758
shares
|
$4.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
61,703
shares
|
$4.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
61,693
shares
|
$4.91 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
61,507
shares
|
$4.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
61,456
shares
|
$4.89 Million
0.38% of portfolio
|
Q3 2024
Added 1.12%
|