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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,204
shares
|
$93,225
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$92,916
0.02% of portfolio
|
Q3 2024
Reduced 40.36%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,194
shares
|
$92,451
0.01% of portfolio
|
Q4 2021
Reduced 1.57%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,188
shares
|
$91,986
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$91,599
0.02% of portfolio
|
Q1 2024
Added 294.33%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$91,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
1,178
shares
|
$91,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,166
shares
|
$90,283
0.05% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,112
shares
|
$86,102
0.01% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$85,327
0.05% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,100
shares
|
$85,173
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$84,940
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$84,785
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,093
shares
|
$84,630
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,091
shares
|
$84,476
0.05% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,082
shares
|
$83,779
0.01% of portfolio
|
Q2 2024
Added 1219.51%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,076
shares
|
$83,314
0.03% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,062
shares
|
$82,230
0.02% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,050
shares
|
$81,301
0.02% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,035
shares
|
$80,140
0.0% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,030
shares
|
$79,752
0.01% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,011
shares
|
$78,281
0.02% of portfolio
|
Q1 2024
Reduced 83.57%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$77,430
0.01% of portfolio
|
Q4 2023
Reduced 18.37%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$77,430
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$77,430
0.04% of portfolio
|
Q4 2023
New holding
|