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 2,579 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 $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,460
shares
|
$499,487
0.09% of portfolio
|
Q1 2024
Added 30.48%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,419
shares
|
$496,317
0.04% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,365
shares
|
$492,141
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,361
shares
|
$491,832
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$490,750
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,322
shares
|
$488,817
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
6,322
shares
|
$488,817
0.09% of portfolio
|
Q3 2024
Reduced 80.5%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,306
shares
|
$487,579
0.16% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$486,574
0.13% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
6,292
shares
|
$486,497
0.1% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
6,277
shares
|
$485,337
0.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,273
shares
|
$485,028
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,272
shares
|
$484,951
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,271
shares
|
$484,873
0.03% of portfolio
|
Q3 2024
Added 65.59%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,255
shares
|
$483,636
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,252
shares
|
$483,404
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,244
shares
|
$482,786
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,229
shares
|
$481,626
0.25% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
6,228
shares
|
$481,548
0.02% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,223
shares
|
$481,162
0.02% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
6,218
shares
|
$480,775
0.09% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
6,212
shares
|
$480,311
0.23% of portfolio
|
Q3 2024
Added 66.45%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,207
shares
|
$479,925
0.21% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
6,206
shares
|
$479,847
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,206
shares
|
$479,847
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|