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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,216
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Added 79.9%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
22,150
shares
|
$1.68 Million
1.03% of portfolio
|
Q2 2024
Reduced 18.57%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
21,942
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
21,910
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
21,848
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
21,820
shares
|
$1.66 Million
0.67% of portfolio
|
Q1 2024
Added 14.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
21,730
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 208.31%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21,712
shares
|
$1.65 Million
0.59% of portfolio
|
Q1 2024
Added 16.37%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
21,685
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
21,681
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
21,505
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
21,503
shares
|
$1.63 Million
0.45% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,483
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,439
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 60.38%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
21,360
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
21,342
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
21,320
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
21,320
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
21,260
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
21,202
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,185
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
21,109
shares
|
$1.6 Million
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,104
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
21,091
shares
|
$1.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
21,019
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Added 1.67%
|