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 |
|---|---|---|---|---|---|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
19,951
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
19,924
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
19,840
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,826
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
19,801
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
19,800
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
19,778
shares
|
$1.53 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
19,733
shares
|
$1.53 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
19,682
shares
|
$1.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
19,676
shares
|
$1.52 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
19,675
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
19,660
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
19,633
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
19,614
shares
|
$1.52 Million
0.53% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
19,474
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,390
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 85.27%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
19,373
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
19,349
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
19,335
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
19,326
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
19,247
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
19,243
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
19,217
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
19,211
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.99%
|