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 2,670 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
9,900
shares
|
$797,841
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
9,900
shares
|
$797,841
0.35% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
9,886
shares
|
$796,712
0.22% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
9,884
shares
|
$796,551
0.01% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
9,880
shares
|
$796,229
0.17% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
9,855
shares
|
$794,214
0.06% of portfolio
|
Q4 2024
Reduced 98.58%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,850
shares
|
$793,811
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,848
shares
|
$793,650
0.1% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
9,830
shares
|
$792,199
0.14% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,817
shares
|
$791,152
0.25% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
9,803
shares
|
$790,023
0.15% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,701
shares
|
$781,803
0.11% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
9,700
shares
|
$781,723
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
9,691
shares
|
$780,997
0.42% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
9,666
shares
|
$778,982
0.04% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
9,639
shares
|
$776,807
0.0% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,637
shares
|
$776,645
0.02% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
9,614
shares
|
$774,792
0.44% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
9,605
shares
|
$774,066
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
9,595
shares
|
$773,261
0.15% of portfolio
|
Q1 2021
Reduced 0.52%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
9,591
shares
|
$772,938
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
9,570
shares
|
$771,246
0.02% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
9,555
shares
|
$770,037
0.19% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,550
shares
|
$769,634
0.02% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,545
shares
|
$769,231
0.08% of portfolio
|
Q3 2024
Reduced 4.03%
|