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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
24,029
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
23,983
shares
|
$1.65 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
|
$1.65 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
23,948
shares
|
$1.65 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
23,929
shares
|
$1.65 Million
0.17% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
23,924
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
23,900
shares
|
$1.65 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
|
$1.64 Million
0.16% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
23,832
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
23,710
shares
|
$1.63 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,639
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,611
shares
|
$1.63 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
|
$1.63 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
23,504
shares
|
$1.62 Million
0.28% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
23,500
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
23,469
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
23,415
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
23,269
shares
|
$1.6 Million
0.5% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
23,233
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
23,231
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
23,132
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
23,131
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
23,127
shares
|
$1.59 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
23,066
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
22,943
shares
|
$1.58 Million
0.07% of portfolio
|
Q4 2024
Added 1.2%
|