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 2,857 institutions that hold shares in the stock, with a total of 2.31 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
190,330
shares
|
$13.8 Million
0.2% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
189,441
shares
|
$13.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
187,203
shares
|
$13.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
187,000
shares
|
$13.6 Million
0.5% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
186,684
shares
|
$13.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
186,613
shares
|
$13.5 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
183,035
shares
|
$13.3 Million
0.1% of portfolio
|
Q4 2024
Added 88.61%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
182,126
shares
|
$13.2 Million
0.3% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
180,660
shares
|
$13.1 Million
0.01% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
179,743
shares
|
$13 Million
0.86% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
179,530
shares
|
$13 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
179,100
shares
|
$13 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
178,946
shares
|
$13 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
178,408
shares
|
$12.9 Million
0.08% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
177,256
shares
|
$12.9 Million
1.13% of portfolio
|
Q4 2024
Reduced 90.34%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
176,604
shares
|
$12.8 Million
0.38% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
176,568
shares
|
$12.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
175,889
shares
|
$12.8 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
173,335
shares
|
$12.6 Million
0.35% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
173,185
shares
|
$12.6 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
173,001
shares
|
$12.5 Million
1.47% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
172,484
shares
|
$12.5 Million
3.59% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
172,335
shares
|
$12.5 Million
0.37% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
172,050
shares
|
$12.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
171,018
shares
|
$12.4 Million
5.8% of portfolio
|
Q4 2024
Added 9.43%
|