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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,095
shares
|
$652,376
0.05% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,056
shares
|
$649,233
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
8,037
shares
|
$647,701
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
8,020
shares
|
$646,331
0.39% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,009
shares
|
$645,445
0.03% of portfolio
|
Q1 2023
Reduced 18.1%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,950
shares
|
$640,690
0.15% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
7,926
shares
|
$638,756
0.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,904
shares
|
$636,983
0.04% of portfolio
|
Q3 2023
Reduced 67.15%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$632,228
0.07% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,839
shares
|
$631,745
0.3% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
7,837
shares
|
$631,583
0.32% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
7,825
shares
|
$630,616
0.16% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
7,816
shares
|
$629,891
0.16% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
7,809
shares
|
$629,327
0.2% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,748
shares
|
$624,411
0.04% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,744
shares
|
$624,088
0.03% of portfolio
|
Q4 2024
Reduced 92.39%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,737
shares
|
$623,524
0.12% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
7,732
shares
|
$623,121
0.14% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,731
shares
|
$623,041
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$622,718
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,703
shares
|
$620,784
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
7,700
shares
|
$620,543
0.1% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,678
shares
|
$618,770
0.23% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,677
shares
|
$618,689
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,639
shares
|
$615,627
0.15% of portfolio
|
Q4 2023
Reduced 7.56%
|