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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
15,737
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
15,733
shares
|
$1.24 Million
1.1% of portfolio
|
Q4 2022
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
15,709
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
15,702
shares
|
$1.24 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
15,698
shares
|
$1.24 Million
0.37% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
15,680
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 17.82%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,631
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
15,545
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,542
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2021
Reduced 3.81%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
15,529
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
15,529
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 74.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,527
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
15,519
shares
|
$1.23 Million
0.56% of portfolio
|
Q1 2024
Reduced 19.85%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,497
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
15,420
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
15,403
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
15,397
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
15,323
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,315
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15,252
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
15,191
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
15,183
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
15,131
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
15,116
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,109
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Added 2.95%
|