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 |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
40,830
shares
|
$3.06 Million
0.59% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
40,797
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
40,782
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
40,719
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2024
Added 38.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
40,638
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
40,376
shares
|
$3.02 Million
0.1% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
40,369
shares
|
$3.02 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
40,247
shares
|
$3.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 57.25%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
40,148
shares
|
$3 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,137
shares
|
$3 Million
0.07% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
39,996
shares
|
$2.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
39,993
shares
|
$2.99 Million
0.21% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
39,792
shares
|
$2.98 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
39,667
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
39,623
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 76.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,466
shares
|
$2.95 Million
0.15% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
39,385
shares
|
$2.95 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
39,208
shares
|
$2.93 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
39,115
shares
|
$2.93 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
39,084
shares
|
$2.92 Million
0.39% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39,010
shares
|
$2.92 Million
0.64% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
38,981
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
38,893
shares
|
$2.91 Million
1.02% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
38,873
shares
|
$2.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
38,675
shares
|
$2.89 Million
1.14% of portfolio
|
Q3 2023
New holding
|