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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
19,010
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
19,002
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
18,981
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
18,967
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
18,935
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.97%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,843
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2022
Reduced 19.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
18,807
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
18,680
shares
|
$1.42 Million
0.54% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
18,674
shares
|
$1.42 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
18,674
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
18,630
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
18,539
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
18,539
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2024
Added 67.2%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
18,508
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
18,440
shares
|
$1.4 Million
0.39% of portfolio
|
Q2 2024
Reduced 15.32%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,438
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,376
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
Added 45.98%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
18,350
shares
|
$1.39 Million
0.66% of portfolio
|
Q2 2024
Reduced 20.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
18,316
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
18,273
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
18,262
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
18,170
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
18,132
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
18,072
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,066
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.63%
|