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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
33,844
shares
|
$2.57 Million
0.5% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
33,821
shares
|
$2.57 Million
0.13% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
32,982
shares
|
$2.51 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
32,949
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,798
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
32,770
shares
|
$2.49 Million
0.32% of portfolio
|
Q3 2023
Reduced 19.86%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
32,573
shares
|
$2.47 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
32,472
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
32,394
shares
|
$2.46 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
32,302
shares
|
$2.45 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
32,200
shares
|
$2.45 Million
0.55% of portfolio
|
Q2 2020
Reduced 19.5%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
32,150
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
32,068
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
32,040
shares
|
$2.43 Million
0.26% of portfolio
|
Q3 2022
Reduced 8.56%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
32,021
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
31,802
shares
|
$2.42 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
31,754
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
31,713
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
31,678
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
31,514
shares
|
$2.39 Million
1.2% of portfolio
|
Q3 2024
Added 34.63%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
31,400
shares
|
$2.39 Million
0.7% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
31,252
shares
|
$2.37 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
31,200
shares
|
$2.37 Million
0.93% of portfolio
|
Q2 2024
Reduced 83.13%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
31,148
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
31,042
shares
|
$2.36 Million
0.43% of portfolio
|
Q2 2022
Reduced 2.34%
|