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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,889
shares
|
$223,695
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,879
shares
|
$222,920
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,873
shares
|
$222,456
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$221,062
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,854
shares
|
$220,985
0.09% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,824
shares
|
$218,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,817
shares
|
$218,120
0.08% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,793
shares
|
$216,261
0.04% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,773
shares
|
$214,713
0.01% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,744
shares
|
$212,467
0.05% of portfolio
|
Q4 2024
Added 50.03%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,734
shares
|
$211,693
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,694
shares
|
$208,596
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,630
shares
|
$203,640
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
2,605
shares
|
$201,705
0.06% of portfolio
|
Q4 2022
Added 6.76%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,602
shares
|
$201,472
0.06% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$201,318
0.01% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
2,597
shares
|
$201,085
0.07% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,551
shares
|
$197,523
0.08% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
2,518
shares
|
$194,968
0.16% of portfolio
|
Q3 2024
Reduced 67.31%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,437
shares
|
$188,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,410
shares
|
$186,606
0.13% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$186,606
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$181,341
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,261
shares
|
$175,069
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,245
shares
|
$173,830
0.03% of portfolio
|
Q4 2024
Reduced 19.76%
|