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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
24,627
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
24,588
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
24,572
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,556
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2023
Added 15.58%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
24,485
shares
|
$1.86 Million
0.19% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
24,482
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
24,430
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
24,405
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
24,396
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
24,380
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
24,335
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
24,317
shares
|
$1.85 Million
0.56% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
24,279
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
24,259
shares
|
$1.84 Million
0.71% of portfolio
|
Q3 2024
Added 35.28%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
24,210
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
24,173
shares
|
$1.84 Million
0.61% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
24,149
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
24,014
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,980
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2024
Reduced 86.02%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
23,964
shares
|
$1.82 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
23,900
shares
|
$1.82 Million
0.48% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
23,830
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
23,824
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
23,820
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
23,793
shares
|
$1.81 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.88%
|