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 $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
14,330
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
14,299
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
14,255
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
14,235
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
14,233
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
14,156
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
14,137
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
14,128
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
14,115
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
14,088
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
14,023
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
14,018
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
14,008
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
13,994
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
13,989
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
13,989
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
13,987
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
13,971
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
13,960
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
13,831
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,824
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
13,807
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,793
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
13,770
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,738
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.0%
|