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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
7,732
shares
|
$532,966
0.14% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,731
shares
|
$532,897
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$532,622
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
7,700
shares
|
$530,761
0.1% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
7,655
shares
|
$527,659
0.03% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,638
shares
|
$526,487
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,628
shares
|
$525,798
0.06% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,628
shares
|
$525,798
0.04% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,619
shares
|
$525,177
0.22% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,619
shares
|
$525,177
0.09% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
7,608
shares
|
$524,419
0.05% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,608
shares
|
$524,419
0.21% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,601
shares
|
$523,936
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$523,385
0.06% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
7,568
shares
|
$521,662
0.07% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
7,565
shares
|
$521,455
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
7,564
shares
|
$521,386
0.1% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
7,541
shares
|
$519,801
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,531
shares
|
$519,111
0.01% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
7,525
shares
|
$518,698
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,522
shares
|
$518,491
0.05% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
7,520
shares
|
$518,353
0.15% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,517
shares
|
$518,146
0.38% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,512
shares
|
$517,802
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,510
shares
|
$517,664
0.16% of portfolio
|
Q1 2023
Added 1372.55%
|