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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
61,507
shares
|
$4.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
61,456
shares
|
$4.6 Million
0.38% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
61,229
shares
|
$4.58 Million
1.05% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,018
shares
|
$4.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
60,838
shares
|
$4.55 Million
0.2% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$4.54 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
60,519
shares
|
$4.53 Million
0.4% of portfolio
|
Q3 2024
Added 86.12%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
60,015
shares
|
$4.49 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
59,998
shares
|
$4.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
59,863
shares
|
$4.48 Million
0.13% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
59,847
shares
|
$4.48 Million
0.1% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
59,812
shares
|
$4.48 Million
0.14% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Nov 08, 2024 Q3 2024 |
59,542
shares
|
$4.46 Million
2.22% of portfolio
|
Q2 2024
Added 204.69%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
59,470
shares
|
$4.45 Million
0.65% of portfolio
|
Q3 2024
Reduced 14.47%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
59,175
shares
|
$4.43 Million
0.22% of portfolio
|
Q3 2024
Added 574.36%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
58,896
shares
|
$4.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
58,550
shares
|
$4.38 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
58,414
shares
|
$4.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 64.28%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
58,135
shares
|
$4.35 Million
0.1% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
57,811
shares
|
$4.33 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
57,530
shares
|
$4.3 Million
0.59% of portfolio
|
Q2 2023
Added 11.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
57,459
shares
|
$4.3 Million
0.05% of portfolio
|
Q3 2024
Added 320.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
57,231
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
57,054
shares
|
$4.27 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
57,035
shares
|
$4.27 Million
0.21% of portfolio
|
Q3 2024
Added 0.71%
|