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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,284
shares
|
$408,558
0.08% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,282
shares
|
$408,404
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
5,280
shares
|
$408,249
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,277
shares
|
$408,017
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,268
shares
|
$407,321
0.07% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,262
shares
|
$406,857
0.02% of portfolio
|
Q3 2024
Added 67.05%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
5,256
shares
|
$406,393
0.03% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,236
shares
|
$404,847
0.18% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
5,233
shares
|
$404,615
0.04% of portfolio
|
Q4 2023
Reduced 64.61%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
5,210
shares
|
$402,837
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,188
shares
|
$401,136
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
5,170
shares
|
$399,744
0.29% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,154
shares
|
$398,507
0.03% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
5,131
shares
|
$396,728
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,130
shares
|
$396,651
0.02% of portfolio
|
Q3 2024
Reduced 97.96%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,123
shares
|
$396,110
0.06% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,117
shares
|
$395,646
0.1% of portfolio
|
Q4 2024
Reduced 49.42%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,117
shares
|
$395,646
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
5,111
shares
|
$395,182
0.07% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,108
shares
|
$394,950
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$394,331
0.17% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,093
shares
|
$393,790
0.11% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,082
shares
|
$392,940
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
5,079
shares
|
$392,708
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,073
shares
|
$392,244
0.05% of portfolio
|
Q3 2024
Added 14.44%
|