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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,242
shares
|
$328,458
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,238
shares
|
$328,148
0.06% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$328,070
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,234
shares
|
$327,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$327,528
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,225
shares
|
$327,141
0.04% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,215
shares
|
$326,367
0.05% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,210
shares
|
$325,980
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
4,208
shares
|
$325,825
0.02% of portfolio
|
Q2 2021
Added 11.54%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
4,203
shares
|
$325,438
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,193
shares
|
$324,663
0.2% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,184
shares
|
$323,967
0.02% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,177
shares
|
$323,425
0.01% of portfolio
|
Q4 2023
Reduced 19.19%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,171
shares
|
$322,960
0.04% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,160
shares
|
$322,108
0.06% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,155
shares
|
$321,721
0.04% of portfolio
|
Q1 2024
Reduced 13.53%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,150
shares
|
$321,334
0.07% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
4,149
shares
|
$321,257
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
4,147
shares
|
$321,102
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
4,131
shares
|
$319,863
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,128
shares
|
$319,631
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,115
shares
|
$318,624
0.02% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,112
shares
|
$318,392
0.14% of portfolio
|
Q3 2024
Reduced 79.55%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
4,101
shares
|
$317,540
0.06% of portfolio
|
Q1 2024
Reduced 19.6%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$317,463
0.02% of portfolio
|
Q3 2024
Reduced 98.76%
|