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 |
|---|---|---|---|---|---|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
13,217
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
13,195
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
13,190
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,171
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
13,170
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,154
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
13,145
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
13,080
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,039
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,039
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,994
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2023
Added 14.26%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,936
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 73.95%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,933
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
12,895
shares
|
$1.02 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,875
shares
|
$1.02 Million
0.45% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,861
shares
|
$1.02 Million
0.67% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12,855
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,842
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,841
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
12,837
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,833
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,819
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
12,800
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2021
Reduced 0.78%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
12,796
shares
|
$1.01 Million
0.36% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
12,785
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.05%
|