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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
13,719
shares
|
$1.09 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
13,709
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
13,693
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,674
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 177.76%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
13,659
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
13,658
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
13,625
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
13,622
shares
|
$1.08 Million
0.32% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
13,615
shares
|
$1.08 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
13,548
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
13,537
shares
|
$1.07 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
13,536
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
13,532
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Added 21.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
13,519
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
13,515
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
13,514
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
13,467
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
13,439
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,432
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,417
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
13,397
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
13,317
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Reduced 24.2%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
13,286
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2024
Reduced 34.49%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
13,230
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
13,228
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|