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 2,823 institutions that hold shares in the stock, with a total of 2.3 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,598
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
17,577
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
17,568
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
17,555
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2022
Reduced 23.85%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
17,550
shares
|
$1.4 Million
1.03% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,549
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,536
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
17,458
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
17,415
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
17,398
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2023
Added 61.41%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
17,354
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,338
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,290
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,215
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 37.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,211
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
17,187
shares
|
$1.37 Million
0.41% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
17,187
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
17,171
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2022
Added 74.15%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
17,156
shares
|
$1.37 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
17,026
shares
|
$1.36 Million
0.57% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
16,986
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,983
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
16,975
shares
|
$1.36 Million
0.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
16,948
shares
|
$1.36 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,912
shares
|
$1.35 Million
0.6% of portfolio
|
Q4 2024
Added 1.96%
|