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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
65,524
shares
|
$5.24 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
65,324
shares
|
$5.22 Million
3.1% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
64,352
shares
|
$5.15 Million
1.82% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
63,636
shares
|
$5.09 Million
0.43% of portfolio
|
Q4 2024
Added 232.06%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
63,243
shares
|
$5.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,221
shares
|
$5.06 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
63,156
shares
|
$5.05 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
63,039
shares
|
$5.04 Million
0.59% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
62,967
shares
|
$5.04 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
62,907
shares
|
$5.03 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
62,652
shares
|
$5.01 Million
0.13% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
62,626
shares
|
$5.01 Million
0.25% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
62,605
shares
|
$5.01 Million
1.42% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
62,474
shares
|
$5 Million
0.18% of portfolio
|
Q2 2022
Added 6.22%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
61,828
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,823
shares
|
$4.94 Million
0.13% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
61,703
shares
|
$4.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
61,693
shares
|
$4.93 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
61,516
shares
|
$4.92 Million
0.27% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
61,125
shares
|
$4.89 Million
0.09% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61,018
shares
|
$4.88 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
60,879
shares
|
$4.87 Million
0.26% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
60,674
shares
|
$4.85 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
60,469
shares
|
$4.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
60,015
shares
|
$4.8 Million
1.83% of portfolio
|
Q3 2024
New holding
|