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 |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
60,838
shares
|
$4.85 Million
0.2% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$4.83 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
60,015
shares
|
$4.78 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
59,998
shares
|
$4.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
59,863
shares
|
$4.77 Million
0.13% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
59,605
shares
|
$4.75 Million
1.6% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Nov 08, 2024 Q3 2024 |
59,542
shares
|
$4.74 Million
2.22% of portfolio
|
Q2 2024
Added 204.69%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
59,476
shares
|
$4.74 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
59,369
shares
|
$4.73 Million
0.97% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
59,273
shares
|
$4.72 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
58,550
shares
|
$4.66 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
58,414
shares
|
$4.65 Million
0.4% of portfolio
|
Q3 2024
Reduced 64.28%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
58,396
shares
|
$4.65 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
57,811
shares
|
$4.6 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
57,530
shares
|
$4.58 Million
0.59% of portfolio
|
Q2 2023
Added 11.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
57,459
shares
|
$4.58 Million
0.05% of portfolio
|
Q3 2024
Added 320.11%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
56,916
shares
|
$4.53 Million
0.52% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
56,834
shares
|
$4.53 Million
0.31% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
56,679
shares
|
$4.51 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
56,613
shares
|
$4.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
56,215
shares
|
$4.48 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
56,147
shares
|
$4.47 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,872
shares
|
$4.45 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
55,180
shares
|
$4.39 Million
0.07% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
55,125
shares
|
$4.39 Million
0.74% of portfolio
|
Q1 2024
Reduced 3.08%
|