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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$949,199
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
11,984
shares
|
$947,934
0.07% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
11,896
shares
|
$940,973
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
11,813
shares
|
$934,408
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$933,379
0.01% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,765
shares
|
$930,611
0.03% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,761
shares
|
$930,295
0.02% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
11,739
shares
|
$928,554
0.04% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11,694
shares
|
$924,995
0.11% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,685
shares
|
$924,283
0.06% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
11,674
shares
|
$923,413
0.16% of portfolio
|
Q4 2024
Reduced 31.19%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
11,617
shares
|
$918,904
0.21% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11,592
shares
|
$916,927
0.13% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,581
shares
|
$916,057
0.06% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11,534
shares
|
$912,339
0.14% of portfolio
|
Q1 2024
Reduced 55.58%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
11,515
shares
|
$910,836
0.01% of portfolio
|
Q4 2024
Reduced 96.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,486
shares
|
$908,542
0.06% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,481
shares
|
$908,147
0.08% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
11,475
shares
|
$907,672
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,472
shares
|
$907,435
0.28% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,465
shares
|
$906,881
0.02% of portfolio
|
Q2 2024
Added 230.88%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
11,462
shares
|
$906,644
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,457
shares
|
$906,248
0.07% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
11,433
shares
|
$904,350
0.22% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
11,405
shares
|
$902,135
0.1% of portfolio
|
Q4 2024
Added 0.08%
|