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 2,622 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,509
shares
|
$355,309
0.04% of portfolio
|
Q4 2024
Added 215.54%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
4,503
shares
|
$354,836
0.13% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
4,487
shares
|
$353,575
0.11% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,460
shares
|
$351,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,454
shares
|
$350,975
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
4,449
shares
|
$350,581
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,448
shares
|
$350,502
0.03% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
4,428
shares
|
$348,926
0.2% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
4,426
shares
|
$348,768
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,425
shares
|
$348,690
0.02% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,423
shares
|
$348,532
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
4,413
shares
|
$347,744
0.03% of portfolio
|
Q4 2024
Added 95.18%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,411
shares
|
$347,586
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,407
shares
|
$347,271
0.11% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
4,400
shares
|
$346,720
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$346,720
0.06% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,399
shares
|
$346,641
0.0% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,390
shares
|
$345,932
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,388
shares
|
$345,774
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,386
shares
|
$345,616
0.01% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
4,346
shares
|
$342,464
0.1% of portfolio
|
Q4 2024
Added 146.37%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,340
shares
|
$341,992
0.11% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,327
shares
|
$340,967
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,301
shares
|
$338,918
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$338,840
0.02% of portfolio
|
Q1 2024
Reduced 15.3%
|