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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
17,415
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
17,354
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,338
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,215
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 37.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,211
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
17,187
shares
|
$1.36 Million
0.41% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
17,187
shares
|
$1.36 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
17,171
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2022
Added 74.15%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
17,156
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
17,049
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
17,026
shares
|
$1.35 Million
0.6% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,983
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
16,975
shares
|
$1.34 Million
0.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
16,948
shares
|
$1.34 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,912
shares
|
$1.34 Million
0.6% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
16,856
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
16,852
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
16,825
shares
|
$1.33 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
16,722
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
16,692
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
16,648
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
16,647
shares
|
$1.32 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
16,595
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Added 47.81%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
16,594
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,532
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.79%
|