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 |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,205
shares
|
$479,770
0.07% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
6,200
shares
|
$479,383
0.02% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
6,198
shares
|
$479,229
0.24% of portfolio
|
Q4 2024
Added 67.51%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,198
shares
|
$479,229
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,195
shares
|
$478,997
0.02% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$478,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$477,219
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,152
shares
|
$475,672
0.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,138
shares
|
$474,590
0.1% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,132
shares
|
$474,126
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,129
shares
|
$473,894
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,125
shares
|
$473,584
0.25% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,115
shares
|
$472,811
0.19% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,114
shares
|
$472,734
0.12% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
6,108
shares
|
$472,270
0.05% of portfolio
|
Q3 2024
Reduced 78.4%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,093
shares
|
$471,110
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,082
shares
|
$470,260
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
6,052
shares
|
$467,940
0.4% of portfolio
|
Q4 2024
Added 35.79%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$467,399
0.32% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,041
shares
|
$467,090
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
6,032
shares
|
$466,394
0.0% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
6,032
shares
|
$466,394
0.23% of portfolio
|
Q4 2024
Added 892.11%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
6,026
shares
|
$465,930
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
6,025
shares
|
$465,852
0.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,024
shares
|
$465,775
0.02% of portfolio
|
Q3 2024
Added 3.79%
|