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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
78,942
shares
|
$5.91 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
78,686
shares
|
$5.89 Million
0.17% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
78,436
shares
|
$5.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
78,053
shares
|
$5.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
77,974
shares
|
$5.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
77,000
shares
|
$5.76 Million
0.53% of portfolio
|
Q2 2020
Reduced 11.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
76,754
shares
|
$5.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 24.21%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
74,770
shares
|
$5.6 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$5.59 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
74,673
shares
|
$5.59 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
74,565
shares
|
$5.58 Million
0.34% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
74,095
shares
|
$5.54 Million
1.49% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
74,025
shares
|
$5.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
74,015
shares
|
$5.54 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
73,503
shares
|
$5.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
73,470
shares
|
$5.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
73,246
shares
|
$5.48 Million
0.04% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
72,998
shares
|
$5.46 Million
0.04% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
72,891
shares
|
$5.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.37%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
72,684
shares
|
$5.44 Million
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
72,362
shares
|
$5.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
72,255
shares
|
$5.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,497
shares
|
$5.35 Million
0.12% of portfolio
|
Q2 2020
Reduced 1.43%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
71,345
shares
|
$5.34 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
70,478
shares
|
$5.27 Million
0.11% of portfolio
|
Q3 2024
New holding
|