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 2,823 institutions that hold shares in the stock, with a total of 2.3 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
79,320
shares
|
$6.34 Million
0.15% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
78,455
shares
|
$6.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
78,368
shares
|
$6.27 Million
0.13% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
77,730
shares
|
$6.22 Million
2.92% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
77,694
shares
|
$6.21 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
77,045
shares
|
$6.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
77,044
shares
|
$6.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
77,000
shares
|
$6.16 Million
0.68% of portfolio
|
Q2 2020
Reduced 11.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
76,972
shares
|
$6.16 Million
0.07% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
76,476
shares
|
$6.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
76,415
shares
|
$6.11 Million
0.61% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
76,139
shares
|
$6.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 52.33%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
75,830
shares
|
$6.06 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
75,791
shares
|
$6.06 Million
0.23% of portfolio
|
Q4 2024
Added 762.24%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
75,652
shares
|
$6.05 Million
0.11% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
75,310
shares
|
$6.02 Million
0.05% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
75,287
shares
|
$6.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.99%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
75,109
shares
|
$6.01 Million
2.05% of portfolio
|
Q4 2024
Added 114.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
74,829
shares
|
$5.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
74,799
shares
|
$5.98 Million
3.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
74,753
shares
|
$5.98 Million
0.17% of portfolio
|
Q4 2024
Added 182.1%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,694
shares
|
$5.97 Million
0.54% of portfolio
|
Q1 2023
Added 4.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
74,577
shares
|
$5.96 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
74,304
shares
|
$5.94 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
74,200
shares
|
$5.93 Million
2.35% of portfolio
|
Q4 2024
New holding
|