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 |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
19,247
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,207
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
19,164
shares
|
$1.52 Million
0.54% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
19,100
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
19,070
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
19,010
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
19,001
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 28259.7%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
18,966
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
18,929
shares
|
$1.5 Million
0.76% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,888
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
18,867
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,843
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2022
Reduced 19.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
18,807
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
18,733
shares
|
$1.48 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
18,564
shares
|
$1.47 Million
0.27% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
18,522
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
18,518
shares
|
$1.46 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
18,508
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
18,471
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
18,414
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
18,376
shares
|
$1.45 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,376
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 45.98%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
18,359
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
18,351
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
18,290
shares
|
$1.45 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.09%
|