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 |
|---|---|---|---|---|---|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
15,070
shares
|
$1.19 Million
0.48% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
15,069
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
15,061
shares
|
$1.19 Million
0.16% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
15,054
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
15,050
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
15,040
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
15,000
shares
|
$1.19 Million
0.46% of portfolio
|
Q1 2023
Reduced 64.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
14,993
shares
|
$1.19 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
14,958
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 95.1%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
14,948
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
14,893
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
14,866
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
14,846
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,818
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
14,771
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
14,761
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2023
Reduced 4.78%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
14,750
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
14,725
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
14,620
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
14,619
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
14,587
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,551
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
14,538
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
14,537
shares
|
$1.15 Million
0.5% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
14,420
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.5%
|