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 2,503 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 $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
26,903
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
26,799
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
26,546
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
26,499
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
26,480
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
26,436
shares
|
$2.03 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
26,381
shares
|
$2.03 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
26,353
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
26,286
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
26,140
shares
|
$2.01 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
25,958
shares
|
$2 Million
0.45% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
25,855
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,796
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
25,696
shares
|
$1.98 Million
0.62% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
25,690
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,608
shares
|
$1.97 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.03%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
25,512
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
25,435
shares
|
$1.96 Million
1.03% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
25,386
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
25,213
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
25,056
shares
|
$1.93 Million
0.36% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
24,901
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
24,895
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
24,833
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
24,755
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.23%
|