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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,806
shares
|
$709,675
0.13% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
8,800
shares
|
$709,192
0.11% of portfolio
|
Q1 2023
Added 12.82%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,782
shares
|
$707,741
0.06% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,774
shares
|
$707,096
0.15% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
8,771
shares
|
$706,854
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,763
shares
|
$706,210
0.03% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
8,753
shares
|
$705,404
0.15% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,742
shares
|
$704,517
0.03% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
8,725
shares
|
$703,147
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
8,713
shares
|
$702,180
0.17% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
8,700
shares
|
$701,133
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,689
shares
|
$700,246
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,665
shares
|
$698,312
0.09% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,664
shares
|
$698,231
0.04% of portfolio
|
Q4 2024
Added 58.3%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
8,634
shares
|
$695,814
0.41% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8,614
shares
|
$694,202
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
8,613
shares
|
$694,121
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
8,571
shares
|
$690,736
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,550
shares
|
$689,044
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,513
shares
|
$686,062
0.02% of portfolio
|
Q3 2024
Reduced 95.49%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
8,473
shares
|
$682,839
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,462
shares
|
$681,952
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,455
shares
|
$681,388
0.26% of portfolio
|
Q3 2023
Reduced 19.06%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,420
shares
|
$678,567
0.03% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8,408
shares
|
$677,600
0.06% of portfolio
|
Q3 2022
Added 0.39%
|