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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
52,418
shares
|
$3.98 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
52,086
shares
|
$3.96 Million
0.18% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
52,083
shares
|
$3.96 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
52,070
shares
|
$3.96 Million
0.37% of portfolio
|
Q3 2024
Reduced 28.96%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
52,035
shares
|
$3.95 Million
0.23% of portfolio
|
Q3 2024
Added 33.65%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,977
shares
|
$3.95 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
51,976
shares
|
$3.95 Million
0.1% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
51,911
shares
|
$3.94 Million
2.54% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
51,775
shares
|
$3.93 Million
0.11% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
51,768
shares
|
$3.93 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
51,733
shares
|
$3.93 Million
0.15% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
51,254
shares
|
$3.89 Million
0.21% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
51,045
shares
|
$3.88 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,006
shares
|
$3.87 Million
0.03% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
50,960
shares
|
$3.87 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
50,944
shares
|
$3.87 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
50,941
shares
|
$3.87 Million
1.36% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
50,646
shares
|
$3.85 Million
0.31% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
50,624
shares
|
$3.85 Million
0.8% of portfolio
|
Q3 2024
Added 156.9%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
50,601
shares
|
$3.84 Million
1.5% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
50,563
shares
|
$3.84 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
50,500
shares
|
$3.84 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
50,299
shares
|
$3.82 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50,032
shares
|
$3.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$3.8 Million
0.93% of portfolio
|
Q1 2024
Reduced 2.91%
|