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 2,858 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
8,250
shares
|
$568,672
0.21% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,196
shares
|
$564,950
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
8,137
shares
|
$560,883
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
8,136
shares
|
$560,814
0.07% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
8,127
shares
|
$560,194
0.07% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,110
shares
|
$559,022
0.15% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,095
shares
|
$557,988
0.05% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,056
shares
|
$555,300
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
8,047
shares
|
$554,679
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
8,020
shares
|
$552,818
0.39% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,009
shares
|
$552,060
0.03% of portfolio
|
Q1 2023
Reduced 18.1%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,950
shares
|
$547,993
0.15% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
7,948
shares
|
$547,855
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
7,926
shares
|
$546,339
0.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,909
shares
|
$545,167
0.06% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,904
shares
|
$544,822
0.04% of portfolio
|
Q3 2023
Reduced 67.15%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
7,853
shares
|
$541,307
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$540,755
0.07% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
7,837
shares
|
$540,204
0.32% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
7,825
shares
|
$539,377
0.16% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
7,809
shares
|
$538,274
0.2% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,748
shares
|
$534,069
0.04% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,744
shares
|
$533,793
0.03% of portfolio
|
Q4 2024
Reduced 92.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
7,743
shares
|
$533,724
0.12% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,737
shares
|
$533,311
0.12% of portfolio
|
Q2 2022
Added 0.4%
|