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 2,670 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$10,154
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
119
shares
|
$9,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
118
shares
|
$9,509
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
113
shares
|
$9,106
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
108
shares
|
$8,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108
shares
|
$8,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
108
shares
|
$8,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
105
shares
|
$8,461
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,381
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
104
shares
|
$8,381
0.0% of portfolio
|
Q4 2023
Reduced 95.62%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
101
shares
|
$8,139
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$8,059
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
100
shares
|
$8,059
0.01% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
99
shares
|
$7,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
98
shares
|
$7,897
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
97
shares
|
$7,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
95
shares
|
$7,656
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
93
shares
|
$7,494
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
90
shares
|
$7,253
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$7,091
0.0% of portfolio
|
Q3 2024
Reduced 56.86%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
87
shares
|
$7,011
0.27% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
82
shares
|
$6,608
0.0% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
79
shares
|
$6,366
0.0% of portfolio
|
Q1 2023
Reduced 46.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
74
shares
|
$5,963
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
73
shares
|
$5,883
0.0% of portfolio
|
Q4 2021
New holding
|