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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
23,820
shares
|
$1.83 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
|
$1.83 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
23,604
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
23,504
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
23,500
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
23,425
shares
|
$1.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
23,405
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,213
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,205
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
22,984
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
22,869
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
22,802
shares
|
$1.75 Million
0.21% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,754
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
22,750
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,672
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 70.69%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
22,624
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
22,554
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
22,487
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,483
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
22,476
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,383
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.56%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
22,361
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
22,357
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
22,349
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
22,248
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.24%
|