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 |
|---|---|---|---|---|---|
|
Ategra Capital Management, LLC
Vienna, VA |
Feb 14, 2025 Q4 2024 |
153,825
shares
|
$11.2 Million
7.15% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Sanders Capital, LLC
West Palm Beach, FL |
Feb 13, 2025 Q4 2024 |
152,720
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
152,642
shares
|
$11.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
152,200
shares
|
$11 Million
0.18% of portfolio
|
Q4 2024
Reduced 35.23%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
151,919
shares
|
$11 Million
3.67% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
151,473
shares
|
$11 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
150,647
shares
|
$10.9 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$10.9 Million
0.56% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
149,605
shares
|
$10.8 Million
0.48% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
148,491
shares
|
$10.8 Million
0.22% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
147,315
shares
|
$10.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
145,663
shares
|
$10.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
145,107
shares
|
$10.5 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,868
shares
|
$10.5 Million
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
144,722
shares
|
$10.5 Million
0.66% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
144,335
shares
|
$10.5 Million
0.62% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
143,612
shares
|
$10.4 Million
0.01% of portfolio
|
Q4 2024
Added 374.48%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
143,127
shares
|
$10.4 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
142,354
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2023
Reduced 49.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,321
shares
|
$10.3 Million
0.18% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
141,846
shares
|
$10.3 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
141,087
shares
|
$10.2 Million
0.09% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
140,722
shares
|
$10.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
140,029
shares
|
$10.2 Million
0.38% of portfolio
|
Q4 2024
Added 32.68%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
139,326
shares
|
$10.1 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.77%
|