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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
12,580
shares
|
$971,301
0.12% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
12,561
shares
|
$969,834
0.07% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
12,528
shares
|
$967,286
0.08% of portfolio
|
Q3 2024
Added 128.45%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,527
shares
|
$967,209
0.23% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
12,493
shares
|
$964,584
0.07% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
12,468
shares
|
$962,654
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
12,432
shares
|
$959,874
0.02% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
12,418
shares
|
$958,793
0.01% of portfolio
|
Q3 2024
Reduced 31.01%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,405
shares
|
$957,790
0.09% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
12,390
shares
|
$956,631
0.16% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
12,374
shares
|
$955,396
0.32% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
12,296
shares
|
$949,374
0.41% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,292
shares
|
$949,065
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
12,265
shares
|
$946,980
0.15% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
12,242
shares
|
$945,204
0.37% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,231
shares
|
$944,355
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
12,161
shares
|
$938,950
0.02% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,082
shares
|
$932,851
0.25% of portfolio
|
Q1 2024
Reduced 12.09%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
12,018
shares
|
$927,909
0.27% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
12,017
shares
|
$927,832
0.07% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
12,011
shares
|
$927,369
0.15% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
11,963
shares
|
$923,663
0.13% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
11,896
shares
|
$918,490
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
11,860
shares
|
$915,710
0.18% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
11,854
shares
|
$915,247
0.02% of portfolio
|
Q3 2024
Reduced 9.5%
|