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 |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
43,909
shares
|
$3.29 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
43,878
shares
|
$3.28 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
43,680
shares
|
$3.27 Million
0.11% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
43,448
shares
|
$3.25 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
43,307
shares
|
$3.24 Million
0.05% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
43,162
shares
|
$3.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
43,152
shares
|
$3.23 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
42,920
shares
|
$3.21 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
42,852
shares
|
$3.21 Million
0.91% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
42,703
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
42,566
shares
|
$3.19 Million
1.58% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
42,400
shares
|
$3.17 Million
1.07% of portfolio
|
Q3 2021
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
42,391
shares
|
$3.17 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
42,239
shares
|
$3.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
42,093
shares
|
$3.15 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
42,000
shares
|
$3.14 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
41,995
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
41,969
shares
|
$3.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
41,822
shares
|
$3.13 Million
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
41,731
shares
|
$3.12 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
41,656
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
41,403
shares
|
$3.1 Million
0.07% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
41,314
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
41,100
shares
|
$3.08 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
40,977
shares
|
$3.07 Million
0.59% of portfolio
|
Q3 2023
Reduced 16.67%
|