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 2,823 institutions that hold shares in the stock, with a total of 2.3 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
168
shares
|
$13,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
160
shares
|
$12,796
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
160
shares
|
$12,796
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
155
shares
|
$12,396
0.0% of portfolio
|
Q1 2024
Added 55.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
153
shares
|
$12,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
152
shares
|
$12,156
0.0% of portfolio
|
Q4 2023
Reduced 86.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
150
shares
|
$11,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
150
shares
|
$11,997
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
144
shares
|
$11,517
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
144
shares
|
$11,517
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
144
shares
|
$11,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
142
shares
|
$11,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
140
shares
|
$11,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
140
shares
|
$11,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
136
shares
|
$10,877
0.0% of portfolio
|
Q3 2024
Reduced 74.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
132
shares
|
$10,557
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
126
shares
|
$10,077
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
120
shares
|
$9,597
0.0% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
118
shares
|
$9,437
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
113
shares
|
$9,037
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
108
shares
|
$8,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108
shares
|
$8,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
108
shares
|
$8,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
105
shares
|
$8,397
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$8,317
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|