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 2,858 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
11,462
shares
|
$790,075
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,457
shares
|
$789,731
0.07% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
11,433
shares
|
$788,076
0.22% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
11,419
shares
|
$787,111
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
11,405
shares
|
$786,146
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,403
shares
|
$786,008
0.02% of portfolio
|
Q4 2024
Reduced 93.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,385
shares
|
$784,768
0.1% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
11,338
shares
|
$781,528
0.23% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
11,325
shares
|
$780,632
0.51% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
11,318
shares
|
$780,149
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
11,315
shares
|
$779,942
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
11,305
shares
|
$779,253
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
11,293
shares
|
$778,426
0.08% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
11,250
shares
|
$775,462
0.13% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
11,243
shares
|
$774,979
0.26% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,241
shares
|
$774,842
0.07% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
11,225
shares
|
$773,739
0.03% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
11,171
shares
|
$770,017
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
11,160
shares
|
$769,258
0.1% of portfolio
|
Q3 2023
Added 32.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,151
shares
|
$768,638
0.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
11,130
shares
|
$767,190
0.06% of portfolio
|
Q4 2024
Added 77.48%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,110
shares
|
$765,812
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,070
shares
|
$763,055
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
11,032
shares
|
$760,435
0.24% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
11,016
shares
|
$759,332
0.06% of portfolio
|
Q4 2024
Added 3.48%
|