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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,495
shares
|
$2.88 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
38,290
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
38,074
shares
|
$2.85 Million
0.61% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
38,070
shares
|
$2.85 Million
0.23% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
38,051
shares
|
$2.85 Million
0.23% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
37,977
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
37,787
shares
|
$2.83 Million
0.33% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
37,769
shares
|
$2.83 Million
0.4% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
37,737
shares
|
$2.82 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
37,658
shares
|
$2.82 Million
0.14% of portfolio
|
Q4 2023
Reduced 5.81%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
37,617
shares
|
$2.81 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Qv Investors Inc.
|
Oct 15, 2024 Q3 2024 |
37,587
shares
|
$2.81 Million
0.19% of portfolio
|
Q3 2024
Reduced 75.4%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
37,539
shares
|
$2.81 Million
0.47% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
37,485
shares
|
$2.81 Million
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
37,484
shares
|
$2.8 Million
0.28% of portfolio
|
Q2 2024
Reduced 31.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
37,479
shares
|
$2.8 Million
0.21% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
37,396
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 77.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
37,282
shares
|
$2.79 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,204
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
37,114
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
37,065
shares
|
$2.77 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
37,017
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
37,008
shares
|
$2.77 Million
0.14% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36,971
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
36,937
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.27%
|