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 2,622 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$238,921
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
3,030
shares
|
$238,764
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,991
shares
|
$235,690
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,982
shares
|
$234,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
2,978
shares
|
$234,666
0.04% of portfolio
|
Q1 2024
Added 79.61%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,966
shares
|
$233,720
0.07% of portfolio
|
Q4 2024
Reduced 53.61%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,965
shares
|
$233,642
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,958
shares
|
$233,090
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,957
shares
|
$233,011
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,917
shares
|
$229,859
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,915
shares
|
$229,702
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,912
shares
|
$229,465
0.02% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,909
shares
|
$229,229
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,895
shares
|
$228,126
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
2,891
shares
|
$227,810
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,889
shares
|
$227,653
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,879
shares
|
$226,865
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,873
shares
|
$226,392
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,856
shares
|
$225,052
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$224,974
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,817
shares
|
$221,979
0.09% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,793
shares
|
$220,088
0.04% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,744
shares
|
$216,227
0.05% of portfolio
|
Q4 2024
Added 50.03%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,734
shares
|
$215,439
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,694
shares
|
$212,287
0.05% of portfolio
|
Q4 2024
Added 4.7%
|