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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,400
shares
|
$901,739
0.04% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
11,366
shares
|
$899,050
0.09% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
11,338
shares
|
$896,835
0.23% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
11,325
shares
|
$895,807
0.51% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
11,315
shares
|
$895,016
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
11,250
shares
|
$889,874
0.13% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
11,247
shares
|
$889,637
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
11,243
shares
|
$889,321
0.26% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,241
shares
|
$889,163
0.07% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
11,239
shares
|
$889,004
0.16% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
11,225
shares
|
$887,897
0.03% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
11,195
shares
|
$885,524
0.23% of portfolio
|
Q3 2024
Added 17.02%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
11,171
shares
|
$883,626
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
11,160
shares
|
$882,755
0.1% of portfolio
|
Q3 2023
Added 32.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,151
shares
|
$882,044
0.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,110
shares
|
$878,800
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,070
shares
|
$875,636
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,038
shares
|
$873,105
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
11,032
shares
|
$872,631
0.24% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
11,016
shares
|
$871,365
0.06% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
11,016
shares
|
$871,365
0.08% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
10,972
shares
|
$867,885
0.2% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,905
shares
|
$862,585
0.11% of portfolio
|
Q4 2022
Reduced 38.78%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
10,901
shares
|
$862,269
0.14% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$862,189
0.04% of portfolio
|
Q3 2024
Added 25.9%
|