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 |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
20,984
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
20,929
shares
|
$1.59 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
20,859
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,717
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
20,713
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.47%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
20,703
shares
|
$1.57 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
20,648
shares
|
$1.57 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
20,626
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
20,536
shares
|
$1.56 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
20,490
shares
|
$1.56 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
20,472
shares
|
$1.56 Million
0.31% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
20,420
shares
|
$1.55 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
20,389
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,361
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,327
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
20,282
shares
|
$1.54 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
20,238
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
20,213
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2021
Reduced 62.02%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
20,173
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20,134
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
20,083
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
20,013
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
19,951
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.44%
|