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 |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
30,991
shares
|
$2.35 Million
0.22% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,661
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
30,587
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
30,453
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
30,422
shares
|
$2.31 Million
0.45% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
30,412
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Wilkinson Global Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
30,400
shares
|
$2.31 Million
0.11% of portfolio
|
Q1 2022
Reduced 0.65%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
30,394
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
30,356
shares
|
$2.31 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
30,267
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.94%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
30,233
shares
|
$2.3 Million
0.72% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
30,172
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
30,051
shares
|
$2.28 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$2.28 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
29,947
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
29,903
shares
|
$2.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
29,802
shares
|
$2.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
29,647
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
29,615
shares
|
$2.25 Million
0.93% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
29,501
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
29,268
shares
|
$2.22 Million
0.09% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
29,190
shares
|
$2.22 Million
0.62% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
28,995
shares
|
$2.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
28,933
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
28,811
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.07%
|