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 Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,764
shares
|
$136,586
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,762
shares
|
$136,431
0.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,720
shares
|
$133,179
0.04% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,720
shares
|
$133,179
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,714
shares
|
$132,715
0.05% of portfolio
|
Q1 2024
Added 10.94%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,704
shares
|
$131,940
0.09% of portfolio
|
Q2 2024
Added 34.49%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,678
shares
|
$129,927
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
1,665
shares
|
$128,920
0.04% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,604
shares
|
$124,197
0.02% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,575
shares
|
$121,952
0.03% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,571
shares
|
$121,642
0.04% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,515
shares
|
$117,306
0.03% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,515
shares
|
$117,306
0.03% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,500
shares
|
$116,145
0.04% of portfolio
|
Q4 2020
Reduced 26.14%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,500
shares
|
$116,145
0.09% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,491
shares
|
$115,448
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$115,370
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$114,518
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,476
shares
|
$114,286
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,463
shares
|
$113,280
0.03% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,460
shares
|
$113,047
0.02% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$113,047
0.07% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$111,808
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,435
shares
|
$111,112
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,431
shares
|
$110,802
0.02% of portfolio
|
Q2 2024
Reduced 11.5%
|