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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
18,072
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,066
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
18,052
shares
|
$1.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,051
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Added 45.02%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
18,045
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
18,014
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
18,000
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
17,957
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
17,943
shares
|
$1.39 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
17,903
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17,865
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
17,864
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
17,787
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
17,782
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2024
Reduced 59.83%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
17,766
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2024
Added 24.24%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
17,726
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
17,700
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.67%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
17,670
shares
|
$1.37 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,635
shares
|
$1.36 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,635
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,594
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 87.16%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
17,555
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2022
Reduced 23.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,552
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,536
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|