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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,544
shares
|
$769,150
0.05% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
9,544
shares
|
$769,150
0.05% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
9,539
shares
|
$768,748
0.17% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
9,537
shares
|
$768,586
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
9,504
shares
|
$765,927
0.03% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,486
shares
|
$764,476
0.15% of portfolio
|
Q4 2024
Reduced 29.53%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
9,486
shares
|
$764,476
0.18% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,476
shares
|
$763,670
0.31% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,454
shares
|
$761,897
0.25% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
9,450
shares
|
$761,575
0.45% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,435
shares
|
$760,366
0.01% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
9,426
shares
|
$759,641
0.2% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
9,360
shares
|
$754,322
0.15% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
9,351
shares
|
$753,597
0.38% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,350
shares
|
$753,516
0.13% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
9,312
shares
|
$750,454
0.22% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
9,311
shares
|
$750,373
0.04% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,310
shares
|
$750,292
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
9,294
shares
|
$749,003
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,273
shares
|
$747,311
0.04% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
9,216
shares
|
$742,717
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
9,212
shares
|
$742,395
0.62% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
9,207
shares
|
$741,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,192
shares
|
$740,783
0.07% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
9,192
shares
|
$740,783
0.32% of portfolio
|
Q4 2024
Added 10.88%
|