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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
4,080
shares
|
$315,914
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,069
shares
|
$315,062
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,047
shares
|
$313,359
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$312,739
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
4,038
shares
|
$312,662
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,033
shares
|
$312,275
0.03% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,032
shares
|
$312,197
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
4,030
shares
|
$312,042
0.04% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,028
shares
|
$311,888
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,019
shares
|
$311,191
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
4,006
shares
|
$310,184
0.09% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$309,720
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$309,720
0.02% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
4,000
shares
|
$309,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,993
shares
|
$309,177
0.03% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$307,706
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,958
shares
|
$306,467
0.09% of portfolio
|
Q4 2024
Reduced 96.61%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$306,158
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,946
shares
|
$305,538
0.14% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$305,229
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,934
shares
|
$304,609
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,925
shares
|
$303,912
0.05% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,923
shares
|
$303,757
0.04% of portfolio
|
Q3 2024
Added 106.69%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,918
shares
|
$303,370
0.14% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$303,061
0.21% of portfolio
|
Q3 2024
New holding
|