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 |
|---|---|---|---|---|---|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
13,086
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,039
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,039
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
13,027
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 30.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,998
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,994
shares
|
$1 Million
0.03% of portfolio
|
Q2 2023
Added 14.26%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
12,921
shares
|
$997,630
0.4% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
12,898
shares
|
$995,854
0.13% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
12,895
shares
|
$995,622
0.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
12,893
shares
|
$995,468
0.66% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,861
shares
|
$992,997
0.67% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
12,860
shares
|
$992,920
0.05% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,857
shares
|
$992,688
0.37% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,842
shares
|
$991,530
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,841
shares
|
$991,453
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,833
shares
|
$990,835
0.43% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,830
shares
|
$990,604
0.03% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
12,800
shares
|
$988,287
0.24% of portfolio
|
Q1 2021
Reduced 0.78%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
12,796
shares
|
$987,979
0.36% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,773
shares
|
$986,203
0.02% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,744
shares
|
$983,964
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
12,720
shares
|
$982,111
0.44% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,702
shares
|
$980,721
0.14% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
12,658
shares
|
$977,324
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
12,580
shares
|
$971,301
0.0% of portfolio
|
Q3 2024
Reduced 25.03%
|