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 2,688 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 $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,515
shares
|
$2.02 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
25,435
shares
|
$2.01 Million
1.03% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
25,389
shares
|
$2.01 Million
0.26% of portfolio
|
Q4 2024
Added 65.25%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
25,326
shares
|
$2 Million
0.44% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
24,972
shares
|
$1.98 Million
0.45% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
24,954
shares
|
$1.97 Million
0.29% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
24,901
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,881
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
24,805
shares
|
$1.96 Million
0.14% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
24,716
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
24,686
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
24,482
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
24,396
shares
|
$1.93 Million
0.68% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
24,356
shares
|
$1.93 Million
0.89% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
24,322
shares
|
$1.92 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
24,252
shares
|
$1.92 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,198
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
24,173
shares
|
$1.91 Million
0.61% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
23,983
shares
|
$1.9 Million
0.12% of portfolio
|
Q4 2024
Added 153.76%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
23,980
shares
|
$1.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,980
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 86.02%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
23,948
shares
|
$1.89 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
23,929
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
23,924
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Added 21.55%
|