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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
39,996
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
39,854
shares
|
$3.17 Million
0.25% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
39,792
shares
|
$3.17 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
39,648
shares
|
$3.16 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
39,623
shares
|
$3.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 76.46%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
39,594
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,466
shares
|
$3.14 Million
0.15% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
39,422
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
39,348
shares
|
$3.13 Million
0.42% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
39,230
shares
|
$3.12 Million
1.85% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
39,208
shares
|
$3.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
39,084
shares
|
$3.11 Million
0.39% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
39,074
shares
|
$3.11 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39,010
shares
|
$3.11 Million
0.64% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
38,873
shares
|
$3.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
38,675
shares
|
$3.08 Million
1.14% of portfolio
|
Q3 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,495
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
38,199
shares
|
$3.04 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
38,074
shares
|
$3.03 Million
0.61% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
38,070
shares
|
$3.03 Million
0.23% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
38,025
shares
|
$3.03 Million
2.67% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
37,946
shares
|
$3.02 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
37,787
shares
|
$3.01 Million
0.33% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
37,769
shares
|
$3.01 Million
0.4% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
37,737
shares
|
$3.01 Million
0.24% of portfolio
|
Q3 2024
New holding
|