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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
45,477
shares
|
$3.62 Million
0.15% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
45,475
shares
|
$3.62 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
45,046
shares
|
$3.59 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
45,005
shares
|
$3.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
44,942
shares
|
$3.58 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
44,705
shares
|
$3.56 Million
0.05% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
44,673
shares
|
$3.56 Million
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
44,634
shares
|
$3.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
44,476
shares
|
$3.54 Million
0.18% of portfolio
|
Q4 2024
Added 129.86%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
44,469
shares
|
$3.54 Million
0.26% of portfolio
|
Q4 2024
Added 199.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
44,386
shares
|
$3.53 Million
0.18% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
44,364
shares
|
$3.53 Million
1.88% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
44,305
shares
|
$3.53 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.43%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
44,289
shares
|
$3.53 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
44,110
shares
|
$3.51 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
44,007
shares
|
$3.5 Million
0.05% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
43,973
shares
|
$3.5 Million
0.05% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
43,680
shares
|
$3.48 Million
0.11% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
43,261
shares
|
$3.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
43,152
shares
|
$3.44 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
42,982
shares
|
$3.42 Million
0.2% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
42,888
shares
|
$3.42 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
42,796
shares
|
$3.41 Million
1.2% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
42,789
shares
|
$3.41 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
42,703
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|