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 2,571 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 |
---|---|---|---|---|---|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,619
shares
|
$357,649
0.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
4,616
shares
|
$357,416
0.29% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
4,599
shares
|
$356,100
0.58% of portfolio
|
Q3 2024
New holding
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,597
shares
|
$355,945
0.04% of portfolio
|
Q4 2024
Reduced 26.29%
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,583
shares
|
$354,861
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,577
shares
|
$354,397
0.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,575
shares
|
$354,242
0.03% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$353,235
0.1% of portfolio
|
Q3 2024
Added 6.91%
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
4,561
shares
|
$353,158
0.02% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
4,560
shares
|
$353,080
0.22% of portfolio
|
Q4 2023
Reduced 52.1%
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,556
shares
|
$352,771
0.07% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,541
shares
|
$351,609
0.03% of portfolio
|
Q4 2024
Added 2.92%
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,532
shares
|
$350,912
0.04% of portfolio
|
Q3 2024
New holding
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
4,527
shares
|
$350,525
0.03% of portfolio
|
Q3 2024
New holding
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,522
shares
|
$350,138
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,515
shares
|
$349,596
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,509
shares
|
$349,131
0.04% of portfolio
|
Q4 2024
Added 215.54%
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
4,503
shares
|
$348,667
0.13% of portfolio
|
Q3 2024
Added 24.36%
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
4,487
shares
|
$347,428
0.11% of portfolio
|
Q3 2024
Added 2.68%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,460
shares
|
$345,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,454
shares
|
$344,873
0.09% of portfolio
|
Q3 2024
New holding
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,449
shares
|
$344,486
0.04% of portfolio
|
Q3 2024
Added 12.86%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
4,449
shares
|
$344,486
0.19% of portfolio
|
Q4 2024
New holding
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,448
shares
|
$344,408
0.03% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
4,428
shares
|
$342,860
0.2% of portfolio
|
Q2 2024
Added 0.02%
|