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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
16,468
shares
|
$1.3 Million
0.61% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
16,431
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
16,392
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
16,375
shares
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Added 116.89%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
16,348
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
16,343
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,313
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16,269
shares
|
$1.29 Million
0.45% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
16,230
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Feb 11, 2025 Q4 2024 |
16,081
shares
|
$1.27 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
16,004
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
15,997
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
15,995
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,987
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
15,954
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,925
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
15,903
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,860
shares
|
$1.25 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,806
shares
|
$1.25 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
15,801
shares
|
$1.25 Million
0.36% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
15,787
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
15,777
shares
|
$1.25 Million
0.63% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,745
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.49%
|