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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,756
shares
|
$290,827
0.01% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,745
shares
|
$289,975
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,736
shares
|
$289,278
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
3,736
shares
|
$289,278
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$288,813
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,726
shares
|
$288,504
0.02% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,712
shares
|
$287,420
0.06% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,706
shares
|
$286,955
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
3,705
shares
|
$286,878
0.16% of portfolio
|
Q4 2024
Reduced 28.95%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$286,491
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
3,691
shares
|
$285,794
0.1% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,690
shares
|
$285,716
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,670
shares
|
$284,168
0.05% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
3,668
shares
|
$284,013
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
3,661
shares
|
$283,471
0.13% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,659
shares
|
$283,316
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,650
shares
|
$282,619
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
3,645
shares
|
$282,232
0.05% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,643
shares
|
$282,077
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,623
shares
|
$280,528
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
3,612
shares
|
$279,677
0.18% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,608
shares
|
$279,367
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,606
shares
|
$279,212
0.05% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
3,600
shares
|
$278,748
0.15% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
3,597
shares
|
$278,515
0.15% of portfolio
|
Q4 2024
New holding
|