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 2,769 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
51,038
shares
|
$4.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
50,772
shares
|
$4 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$3.99 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
50,513
shares
|
$3.98 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
50,512
shares
|
$3.98 Million
1.38% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$3.97 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
50,063
shares
|
$3.95 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$3.94 Million
0.93% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
49,637
shares
|
$3.91 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,605
shares
|
$3.91 Million
0.03% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
49,564
shares
|
$3.91 Million
0.12% of portfolio
|
Q4 2024
Added 83.1%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
49,559
shares
|
$3.91 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
49,460
shares
|
$3.9 Million
0.5% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,431
shares
|
$3.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
49,301
shares
|
$3.89 Million
0.19% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
49,133
shares
|
$3.87 Million
1.63% of portfolio
|
Q1 2024
Reduced 19.83%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
49,062
shares
|
$3.87 Million
0.09% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
48,878
shares
|
$3.85 Million
0.12% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
48,760
shares
|
$3.84 Million
0.68% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Aug 14, 2024 Q2 2024 |
48,661
shares
|
$3.84 Million
0.86% of portfolio
|
Q4 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
48,510
shares
|
$3.83 Million
0.17% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
48,274
shares
|
$3.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
48,030
shares
|
$3.79 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
48,001
shares
|
$3.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
47,964
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2024
Added 7.44%
|