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 |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
28,789
shares
|
$2.19 Million
0.39% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
28,782
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
28,682
shares
|
$2.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
28,590
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
28,391
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 50.25%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
28,151
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
28,074
shares
|
$2.13 Million
1.85% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
28,067
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
28,046
shares
|
$2.13 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
27,872
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,829
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
27,781
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
27,696
shares
|
$2.1 Million
0.59% of portfolio
|
Q1 2024
Reduced 61.86%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
27,560
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
27,500
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
27,371
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
27,334
shares
|
$2.08 Million
0.51% of portfolio
|
Q3 2024
Added 141.57%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
27,127
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2021
Reduced 1.86%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
27,114
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
27,069
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
27,069
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
26,988
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
26,918
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
26,903
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
26,799
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.58%
|