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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
29,673
shares
|
$2.05 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
29,635
shares
|
$2.04 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
29,569
shares
|
$2.04 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
29,501
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
29,424
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
29,268
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
29,244
shares
|
$2.02 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
29,151
shares
|
$2.01 Million
0.51% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
28,933
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
28,905
shares
|
$1.99 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
28,782
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
28,685
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
28,653
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,650
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,567
shares
|
$1.97 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
28,416
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
28,347
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
28,297
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
28,294
shares
|
$1.95 Million
0.66% of portfolio
|
Q4 2024
Added 38.21%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
28,285
shares
|
$1.95 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
28,278
shares
|
$1.95 Million
1.01% of portfolio
|
Q4 2024
Added 70.4%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
28,111
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
28,011
shares
|
$1.93 Million
0.08% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
28,003
shares
|
$1.93 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
27,896
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.22%
|