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 $170 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
94,748
shares
|
$7.09 Million
0.99% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
93,915
shares
|
$7.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
93,119
shares
|
$6.97 Million
1.48% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
93,045
shares
|
$6.96 Million
1.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
92,845
shares
|
$6.95 Million
2.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
92,285
shares
|
$6.91 Million
0.22% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
92,258
shares
|
$6.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
92,047
shares
|
$6.89 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
91,906
shares
|
$6.88 Million
2.5% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
91,506
shares
|
$6.85 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
91,330
shares
|
$6.83 Million
0.33% of portfolio
|
Q3 2024
Reduced 42.55%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
91,060
shares
|
$6.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
90,918
shares
|
$6.8 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
90,900
shares
|
$6.8 Million
0.19% of portfolio
|
Q2 2019
Added 265.06%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
90,560
shares
|
$6.78 Million
1.33% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
90,123
shares
|
$6.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
89,728
shares
|
$6.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
89,692
shares
|
$6.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
89,498
shares
|
$6.7 Million
0.25% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
89,361
shares
|
$6.69 Million
1.21% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
88,355
shares
|
$6.61 Million
0.59% of portfolio
|
Q3 2024
Added 26.72%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 13, 2024 Q3 2024 |
88,265
shares
|
$6.6 Million
4.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
88,196
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
88,052
shares
|
$6.59 Million
1.24% of portfolio
|
Q1 2018
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
87,664
shares
|
$6.56 Million
0.13% of portfolio
|
Q3 2024
Reduced 47.4%
|