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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
46,172
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
46,164
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
46,098
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2024
Added 48.13%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
45,970
shares
|
$3.44 Million
1.06% of portfolio
|
Q2 2021
Added 48.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
45,907
shares
|
$3.44 Million
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
45,838
shares
|
$3.43 Million
0.37% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
45,781
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,757
shares
|
$3.42 Million
0.21% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
45,749
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
45,475
shares
|
$3.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
45,433
shares
|
$3.4 Million
0.07% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
45,333
shares
|
$3.39 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
45,156
shares
|
$3.38 Million
0.12% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,942
shares
|
$3.36 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
44,891
shares
|
$3.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
44,673
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
44,386
shares
|
$3.32 Million
0.18% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
44,318
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 81.71%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
44,305
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2023
Reduced 15.43%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
44,255
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
44,145
shares
|
$3.3 Million
0.14% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
44,099
shares
|
$3.3 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
44,071
shares
|
$3.3 Million
0.17% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
43,973
shares
|
$3.29 Million
0.05% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
43,966
shares
|
$3.29 Million
0.39% of portfolio
|
Q3 2024
Added 2.68%
|