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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
126,184
shares
|
$9.44 Million
0.12% of portfolio
|
Q3 2024
Reduced 43.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
125,663
shares
|
$9.4 Million
0.07% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
125,289
shares
|
$9.38 Million
0.8% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
124,000
shares
|
$9.28 Million
1.19% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
123,033
shares
|
$9.21 Million
3.34% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
122,178
shares
|
$9.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
121,322
shares
|
$9.08 Million
3.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
121,274
shares
|
$9.07 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
121,177
shares
|
$9.07 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
118,325
shares
|
$8.85 Million
2.46% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
116,717
shares
|
$8.73 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
116,494
shares
|
$8.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
115,697
shares
|
$8.66 Million
2.71% of portfolio
|
Q2 2024
Reduced 31.08%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,000
shares
|
$8.61 Million
1.04% of portfolio
|
Q3 2024
Reduced 72.92%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
114,236
shares
|
$8.55 Million
0.25% of portfolio
|
Q3 2024
Added 43.93%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
113,266
shares
|
$8.48 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
111,284
shares
|
$8.33 Million
3.19% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
110,607
shares
|
$8.28 Million
0.03% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
109,382
shares
|
$8.19 Million
1.83% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
108,757
shares
|
$8.14 Million
0.85% of portfolio
|
Q4 2022
Added 2.09%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
108,078
shares
|
$8.09 Million
0.03% of portfolio
|
Q3 2024
Added 85.82%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
107,877
shares
|
$8.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
107,158
shares
|
$8.02 Million
0.89% of portfolio
|
Q3 2024
Added 101.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
107,105
shares
|
$8.01 Million
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
106,488
shares
|
$7.97 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.4%
|