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 2,823 institutions that hold shares in the stock, with a total of 2.3 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
40,687
shares
|
$3.25 Million
0.14% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,666
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Added 109.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,547
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
40,277
shares
|
$3.22 Million
0.05% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
40,187
shares
|
$3.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 82.42%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
40,121
shares
|
$3.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
40,077
shares
|
$3.21 Million
0.31% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
40,065
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,939
shares
|
$3.19 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
39,896
shares
|
$3.19 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
39,854
shares
|
$3.19 Million
0.25% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
39,648
shares
|
$3.17 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
39,594
shares
|
$3.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
39,467
shares
|
$3.16 Million
0.19% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
39,466
shares
|
$3.16 Million
0.15% of portfolio
|
Q3 2022
Reduced 0.49%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
39,422
shares
|
$3.15 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
39,348
shares
|
$3.15 Million
0.42% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
39,230
shares
|
$3.14 Million
1.85% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
39,074
shares
|
$3.13 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39,010
shares
|
$3.12 Million
0.64% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
38,675
shares
|
$3.09 Million
1.63% of portfolio
|
Q3 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,495
shares
|
$3.08 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
38,409
shares
|
$3.07 Million
0.48% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
38,333
shares
|
$3.07 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
38,199
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
New holding
|