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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
5,780
shares
|
$446,909
0.11% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,759
shares
|
$445,285
0.04% of portfolio
|
Q2 2023
Added 63.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$445,208
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
5,714
shares
|
$441,806
0.16% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,702
shares
|
$440,878
0.09% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
5,690
shares
|
$439,950
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,689
shares
|
$439,873
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,673
shares
|
$438,636
0.02% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,663
shares
|
$437,863
0.05% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
5,647
shares
|
$436,626
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$435,698
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,630
shares
|
$435,311
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,615
shares
|
$434,151
0.05% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,614
shares
|
$434,074
0.08% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,600
shares
|
$432,991
0.11% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
5,587
shares
|
$431,986
0.14% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,585
shares
|
$431,832
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,547
shares
|
$428,894
0.19% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
5,546
shares
|
$428,816
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
5,530
shares
|
$427,579
0.18% of portfolio
|
Q2 2024
Reduced 26.27%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
5,510
shares
|
$426,033
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,486
shares
|
$424,177
0.06% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,477
shares
|
$423,481
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
5,473
shares
|
$423,172
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
5,473
shares
|
$423,172
0.02% of portfolio
|
Q3 2024
New holding
|