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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
18,256
shares
|
$1.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
18,198
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
18,170
shares
|
$1.44 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
18,162
shares
|
$1.44 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
18,162
shares
|
$1.44 Million
0.39% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
18,072
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,066
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
18,026
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$1.42 Million
0.42% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
17,957
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
17,943
shares
|
$1.42 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
17,920
shares
|
$1.42 Million
0.96% of portfolio
|
Q4 2023
Reduced 5.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
17,903
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,890
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17,865
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
17,864
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
17,830
shares
|
$1.41 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
17,731
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.55%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
17,715
shares
|
$1.4 Million
0.67% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
17,700
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.67%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
17,698
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,676
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,635
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
17,600
shares
|
$1.39 Million
0.59% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,598
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|