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 2,858 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,350
shares
|
$2.16 Million
0.17% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Freemont Management S.A.
|
Feb 10, 2025 Q4 2024 |
31,200
shares
|
$2.15 Million
1.09% of portfolio
|
Q2 2024
Reduced 83.13%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
31,042
shares
|
$2.14 Million
0.43% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
30,976
shares
|
$2.14 Million
0.11% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,873
shares
|
$2.13 Million
0.17% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
30,863
shares
|
$2.13 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
30,830
shares
|
$2.13 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,720
shares
|
$2.12 Million
0.3% of portfolio
|
Q4 2024
Reduced 75.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,661
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
30,587
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
30,469
shares
|
$2.1 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
30,427
shares
|
$2.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
30,400
shares
|
$2.1 Million
0.14% of portfolio
|
Q1 2022
Reduced 0.65%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
30,387
shares
|
$2.09 Million
0.96% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,380
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
30,357
shares
|
$2.09 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
30,277
shares
|
$2.09 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
30,222
shares
|
$2.08 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
29,947
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
29,897
shares
|
$2.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
29,819
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
29,789
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
29,788
shares
|
$2.05 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
29,760
shares
|
$2.05 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
29,743
shares
|
$2.05 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.62%
|