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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,586
shares
|
$277,663
0.03% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
3,586
shares
|
$277,663
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
3,579
shares
|
$277,121
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,567
shares
|
$276,192
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,555
shares
|
$275,263
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$275,031
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,550
shares
|
$274,876
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,535
shares
|
$273,715
0.08% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,533
shares
|
$273,560
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$272,940
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,500
shares
|
$271,005
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
3,498
shares
|
$270,850
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,478
shares
|
$269,301
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,462
shares
|
$268,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,459
shares
|
$267,830
0.05% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,441
shares
|
$266,436
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
3,433
shares
|
$265,817
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,428
shares
|
$265,430
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
3,399
shares
|
$263,184
0.02% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
3,392
shares
|
$262,642
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,387
shares
|
$262,255
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
3,379
shares
|
$261,635
0.08% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,346
shares
|
$259,080
0.01% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
3,332
shares
|
$257,996
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,322
shares
|
$257,222
0.02% of portfolio
|
Q3 2024
Reduced 0.54%
|