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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
242
shares
|
$19,069
0.01% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
241
shares
|
$18,990
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
225
shares
|
$17,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$17,730
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
223
shares
|
$17,572
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$15,996
0.01% of portfolio
|
Q3 2024
Added 1930.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$15,760
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
200
shares
|
$15,760
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
193
shares
|
$15,208
0.0% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
190
shares
|
$14,972
0.0% of portfolio
|
Q4 2024
Added 183.58%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
189
shares
|
$14,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
187
shares
|
$14,735
0.0% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
175
shares
|
$13,790
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
173
shares
|
$13,632
0.0% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
168
shares
|
$13,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
166
shares
|
$13,080
0.0% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
160
shares
|
$12,608
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
160
shares
|
$12,608
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
160
shares
|
$12,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
155
shares
|
$12,214
0.0% of portfolio
|
Q1 2024
Added 55.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
153
shares
|
$12,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
152
shares
|
$11,977
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
150
shares
|
$11,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
150
shares
|
$11,820
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
144
shares
|
$11,347
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|