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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
14,358
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
14,299
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
14,299
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
14,271
shares
|
$1.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
14,248
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
14,235
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Silphium Asset Management LTD
London, X0 |
Feb 05, 2025 Q4 2024 |
14,208
shares
|
$1.12 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
14,203
shares
|
$1.12 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
14,158
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
14,156
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
14,137
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
14,128
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
14,018
shares
|
$1.11 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
14,014
shares
|
$1.11 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
13,988
shares
|
$1.11 Million
0.21% of portfolio
|
Q4 2024
Added 54.14%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
13,987
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
13,960
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
13,935
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Added 35.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
13,876
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,867
shares
|
$1.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,824
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
13,793
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
13,780
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
13,770
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,765
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 18.39%
|