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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,688
shares
|
$1.77 Million
0.08% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,608
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.03%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
25,586
shares
|
$1.76 Million
0.22% of portfolio
|
Q4 2024
Added 206.6%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,515
shares
|
$1.76 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
25,487
shares
|
$1.76 Million
0.72% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
25,389
shares
|
$1.75 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
|
$1.75 Million
0.44% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
24,972
shares
|
$1.72 Million
0.45% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
24,958
shares
|
$1.72 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
24,954
shares
|
$1.72 Million
0.29% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
24,901
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,881
shares
|
$1.72 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
|
$1.71 Million
0.14% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
24,716
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
24,686
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
24,396
shares
|
$1.68 Million
0.68% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
24,356
shares
|
$1.68 Million
0.89% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
24,322
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
24,295
shares
|
$1.67 Million
0.52% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
24,252
shares
|
$1.67 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
24,233
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Added 271.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,198
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
24,173
shares
|
$1.67 Million
0.61% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,075
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 3.71%
|