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 |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$6,934
0.0% of portfolio
|
Q3 2024
Reduced 56.86%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
87
shares
|
$6,855
0.27% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
79
shares
|
$6,225
0.0% of portfolio
|
Q1 2023
Reduced 46.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
74
shares
|
$5,831
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
73
shares
|
$5,752
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
70
shares
|
$5,516
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68
shares
|
$5,358
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
67
shares
|
$5,279
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
62
shares
|
$4,885
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
60
shares
|
$4,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$4,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
55
shares
|
$4,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
51
shares
|
$4,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,940
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33
shares
|
$2,600
0.0% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
28
shares
|
$2,206
0.0% of portfolio
|
Q3 2024
Reduced 69.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
24
shares
|
$1,891
0.16% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
21
shares
|
$1,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$1,576
0.0% of portfolio
|
Q4 2024
Reduced 98.33%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
15
shares
|
$1,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2
shares
|
$157
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
2
shares
|
$157
0.0% of portfolio
|
Q2 2024
New holding
|