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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,856
shares
|
$858,709
0.08% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
10,836
shares
|
$857,127
0.3% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
10,831
shares
|
$856,732
0.38% of portfolio
|
Q3 2024
Added 44.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,818
shares
|
$855,703
0.03% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
10,800
shares
|
$854,279
0.3% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,779
shares
|
$852,618
0.08% of portfolio
|
Q1 2023
Added 10.67%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
10,753
shares
|
$850,562
0.1% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
10,688
shares
|
$845,420
0.09% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,669
shares
|
$843,917
0.25% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,651
shares
|
$842,494
0.07% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
10,637
shares
|
$841,386
0.09% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
10,632
shares
|
$840,991
0.01% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10,631
shares
|
$840,912
0.04% of portfolio
|
Q4 2021
Reduced 96.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,606
shares
|
$838,934
0.08% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
10,576
shares
|
$836,561
0.16% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,558
shares
|
$835,137
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,552
shares
|
$834,663
0.17% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
10,511
shares
|
$831,420
0.26% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
10,505
shares
|
$830,945
0.04% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,487
shares
|
$829,521
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,468
shares
|
$828,018
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,449
shares
|
$826,515
0.39% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
10,420
shares
|
$824,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
10,403
shares
|
$822,877
0.22% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,401
shares
|
$822,719
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|