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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
87,612
shares
|
$6.66 Million
0.11% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
87,518
shares
|
$6.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
87,471
shares
|
$6.64 Million
0.12% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
86,684
shares
|
$6.58 Million
2.52% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
86,500
shares
|
$6.57 Million
0.39% of portfolio
|
Q4 2021
Reduced 15.61%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
86,188
shares
|
$6.55 Million
0.25% of portfolio
|
Q2 2022
Added 9.28%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
85,680
shares
|
$6.51 Million
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
85,455
shares
|
$6.49 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
85,378
shares
|
$6.49 Million
0.1% of portfolio
|
Q3 2024
Added 166.4%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
84,152
shares
|
$6.39 Million
0.13% of portfolio
|
Q3 2024
Added 404.33%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
83,671
shares
|
$6.36 Million
0.17% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
83,373
shares
|
$6.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
82,926
shares
|
$6.3 Million
0.5% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
81,895
shares
|
$6.22 Million
0.48% of portfolio
|
Q3 2022
Reduced 18.91%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
81,866
shares
|
$6.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
81,853
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,202
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
81,101
shares
|
$6.16 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
80,881
shares
|
$6.14 Million
2.96% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
80,189
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
80,033
shares
|
$6.08 Million
0.12% of portfolio
|
Q3 2024
Added 22.55%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
79,973
shares
|
$6.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
79,652
shares
|
$6.05 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
79,608
shares
|
$6.05 Million
0.02% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
79,288
shares
|
$6.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.3%
|