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 2,631 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,499
shares
|
$595,945
0.04% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$595,071
0.02% of portfolio
|
Q3 2024
Added 55.45%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,466
shares
|
$593,323
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,453
shares
|
$592,289
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
7,447
shares
|
$591,813
0.19% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,429
shares
|
$590,382
0.05% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,408
shares
|
$588,713
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,407
shares
|
$588,634
0.03% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,405
shares
|
$588,475
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
7,400
shares
|
$588,078
0.16% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,388
shares
|
$587,124
0.03% of portfolio
|
Q4 2024
Added 166.43%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
7,373
shares
|
$585,932
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,366
shares
|
$585,376
0.06% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,350
shares
|
$584,104
0.14% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
7,350
shares
|
$584,104
0.05% of portfolio
|
Q4 2024
Added 34.05%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$582,912
0.14% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,327
shares
|
$582,276
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,322
shares
|
$581,879
0.06% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,320
shares
|
$581,720
0.1% of portfolio
|
Q4 2023
Added 5.54%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
7,309
shares
|
$580,846
0.14% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,304
shares
|
$580,448
0.01% of portfolio
|
Q3 2024
Reduced 92.56%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,286
shares
|
$579,018
0.2% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
7,275
shares
|
$578,144
0.34% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,258
shares
|
$576,793
0.17% of portfolio
|
Q2 2024
Reduced 15.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
7,238
shares
|
$575,203
0.18% of portfolio
|
Q4 2024
Reduced 1.24%
|