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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
10,264
shares
|
$792,483
0.12% of portfolio
|
Q3 2024
Reduced 66.47%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
10,255
shares
|
$791,788
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
10,250
shares
|
$791,402
0.01% of portfolio
|
Q3 2024
Reduced 86.59%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
10,248
shares
|
$791,248
0.21% of portfolio
|
Q2 2022
Reduced 5.41%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
10,236
shares
|
$790,321
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
10,202
shares
|
$787,696
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,157
shares
|
$784,221
0.54% of portfolio
|
Q1 2022
Reduced 2.87%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,133
shares
|
$782,368
0.27% of portfolio
|
Q4 2023
Added 11.71%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
10,117
shares
|
$781,133
0.15% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,111
shares
|
$780,670
0.51% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
10,042
shares
|
$775,342
0.06% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
10,017
shares
|
$773,412
0.11% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
10,000
shares
|
$772,099
1.89% of portfolio
|
Q4 2022
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
9,953
shares
|
$768,471
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
9,943
shares
|
$767,699
0.05% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
9,900
shares
|
$764,378
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
9,900
shares
|
$764,378
0.28% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
9,888
shares
|
$763,452
0.06% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
9,886
shares
|
$763,298
0.19% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
9,884
shares
|
$763,143
0.16% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,883
shares
|
$763,066
0.15% of portfolio
|
Q2 2024
Added 8.22%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,850
shares
|
$760,518
0.03% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,848
shares
|
$760,364
0.1% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,763
shares
|
$753,801
0.08% of portfolio
|
Q3 2024
Added 48.04%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
9,758
shares
|
$753,415
0.34% of portfolio
|
Q2 2024
Reduced 3.29%
|