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 2,769 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
24,396
shares
|
$1.92 Million
0.68% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
24,356
shares
|
$1.92 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%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
24,295
shares
|
$1.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
24,252
shares
|
$1.91 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
24,233
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Added 271.61%
|
|
|
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%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
24,029
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
23,983
shares
|
$1.89 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
|
$1.89 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,980
shares
|
$1.89 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%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
23,900
shares
|
$1.88 Million
0.48% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
23,859
shares
|
$1.88 Million
0.16% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
23,832
shares
|
$1.88 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
23,830
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
23,710
shares
|
$1.87 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,639
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,611
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
23,575
shares
|
$1.86 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
23,504
shares
|
$1.85 Million
0.28% of portfolio
|
Q4 2023
Added 0.01%
|