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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,848
shares
|
$914,784
0.02% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$911,077
0.01% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,797
shares
|
$910,846
0.04% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
11,786
shares
|
$909,997
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,761
shares
|
$908,066
0.02% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
11,711
shares
|
$904,206
0.18% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,685
shares
|
$902,198
0.06% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,627
shares
|
$897,720
0.04% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
11,617
shares
|
$896,948
0.21% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11,592
shares
|
$895,018
0.13% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,581
shares
|
$894,169
0.06% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,555
shares
|
$892,161
0.23% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11,534
shares
|
$890,540
0.14% of portfolio
|
Q1 2024
Reduced 55.58%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,465
shares
|
$885,212
0.02% of portfolio
|
Q2 2024
Added 230.88%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
11,463
shares
|
$885,058
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,457
shares
|
$884,594
0.07% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
11,401
shares
|
$880,271
0.13% of portfolio
|
Q2 2024
Added 82.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,400
shares
|
$880,193
0.04% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
11,397
shares
|
$879,962
0.21% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
11,396
shares
|
$879,885
0.08% of portfolio
|
Q4 2023
Added 11.93%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
11,389
shares
|
$879,344
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
11,366
shares
|
$877,568
0.09% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
11,357
shares
|
$876,873
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
11,336
shares
|
$875,252
0.21% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
11,314
shares
|
$873,553
0.07% of portfolio
|
Q3 2024
Added 0.01%
|