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 |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
21,503
shares
|
$1.7 Million
0.45% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,439
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 60.38%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
21,320
shares
|
$1.69 Million
0.19% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
21,320
shares
|
$1.69 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
21,303
shares
|
$1.69 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
21,260
shares
|
$1.68 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
21,202
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
21,199
shares
|
$1.68 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
21,072
shares
|
$1.67 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
21,041
shares
|
$1.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
21,000
shares
|
$1.66 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Pcj Investment Counsel Ltd.
|
Feb 07, 2025 Q4 2024 |
20,850
shares
|
$1.65 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
20,775
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
20,744
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
20,740
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
20,722
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
20,626
shares
|
$1.63 Million
0.29% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
20,562
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
20,532
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
20,528
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 88.12%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
20,517
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
20,490
shares
|
$1.62 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
20,433
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,426
shares
|
$1.62 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,361
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2024
Added 4.35%
|