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 2,502 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 $167 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
366,327
shares
|
$27 Million
1.7% of portfolio
|
Q3 2024
Added 2.37%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
358,585
shares
|
$26.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
357,662
shares
|
$26.3 Million
0.45% of portfolio
|
Q3 2024
Added 28.38%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
355,242
shares
|
$26.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
350,727
shares
|
$25.8 Million
2.59% of portfolio
|
Q3 2024
Added 0.43%
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
350,167
shares
|
$25.8 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
349,877
shares
|
$25.7 Million
0.14% of portfolio
|
Q3 2024
Added 1.87%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
344,098
shares
|
$25.3 Million
1.89% of portfolio
|
Q3 2022
Added 0.73%
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
343,191
shares
|
$25.3 Million
3.1% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
341,090
shares
|
$25.1 Million
1.49% of portfolio
|
Q4 2023
Reduced 53.53%
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
337,833
shares
|
$24.9 Million
2.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
335,503
shares
|
$24.7 Million
0.38% of portfolio
|
Q3 2024
Added 2.28%
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
331,336
shares
|
$24.4 Million
0.41% of portfolio
|
Q3 2024
Added 9.46%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
330,800
shares
|
$24.3 Million
1.59% of portfolio
|
Q2 2024
Reduced 27.14%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
329,710
shares
|
$24.3 Million
1.03% of portfolio
|
Q3 2023
Added 0.66%
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
328,692
shares
|
$24.2 Million
0.36% of portfolio
|
Q3 2024
Added 3.06%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
326,347
shares
|
$24 Million
0.31% of portfolio
|
Q3 2024
Added 5.87%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
325,650
shares
|
$24 Million
0.28% of portfolio
|
Q3 2024
Added 51.86%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
319,120
shares
|
$23.5 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
315,490
shares
|
$23.2 Million
2.46% of portfolio
|
Q3 2024
Added 11.86%
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
312,302
shares
|
$23 Million
0.18% of portfolio
|
Q3 2024
Added 232.34%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
310,533
shares
|
$22.8 Million
0.83% of portfolio
|
Q3 2024
Added 3.63%
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
307,627
shares
|
$22.6 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
306,911
shares
|
$22.6 Million
1.93% of portfolio
|
Q3 2024
Added 0.1%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
305,882
shares
|
$22.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 54.64%
|