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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,270
shares
|
$253,196
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,268
shares
|
$253,041
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,256
shares
|
$252,112
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$251,647
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
3,248
shares
|
$251,492
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,243
shares
|
$251,105
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$250,873
0.01% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,224
shares
|
$249,634
0.02% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,224
shares
|
$249,634
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
3,223
shares
|
$249,556
0.04% of portfolio
|
Q2 2024
Added 20.97%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,209
shares
|
$248,472
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
3,209
shares
|
$248,472
0.09% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,206
shares
|
$248,240
0.08% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,187
shares
|
$246,769
0.07% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$246,304
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,169
shares
|
$245,375
0.08% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$244,988
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,141
shares
|
$243,207
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,140
shares
|
$243,130
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,128
shares
|
$242,201
0.03% of portfolio
|
Q2 2024
Reduced 14.84%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
3,126
shares
|
$242,046
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,122
shares
|
$241,736
0.04% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,121
shares
|
$241,659
0.01% of portfolio
|
Q4 2024
Reduced 38.95%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,121
shares
|
$241,659
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,116
shares
|
$241,271
0.03% of portfolio
|
Q3 2024
New holding
|