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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
9,239
shares
|
$713,343
0.1% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,198
shares
|
$710,177
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,192
shares
|
$709,714
0.07% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
9,184
shares
|
$709,096
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
9,167
shares
|
$707,784
0.34% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,149
shares
|
$706,394
0.09% of portfolio
|
Q3 2024
Reduced 63.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
9,142
shares
|
$705,853
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
9,140
shares
|
$705,699
0.12% of portfolio
|
Q3 2024
Reduced 75.4%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
9,107
shares
|
$703,151
0.04% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,092
shares
|
$701,993
0.18% of portfolio
|
Q2 2022
Added 34.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
9,078
shares
|
$700,912
0.04% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,075
shares
|
$700,680
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
9,065
shares
|
$699,908
0.64% of portfolio
|
Q3 2024
Reduced 68.02%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
9,051
shares
|
$698,827
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
9,047
shares
|
$698,518
0.1% of portfolio
|
Q1 2024
Added 76.84%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,034
shares
|
$697,515
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,009
shares
|
$695,584
0.32% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
9,006
shares
|
$695,353
0.74% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
9,004
shares
|
$695,198
0.15% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,988
shares
|
$693,963
0.22% of portfolio
|
Q1 2024
Reduced 43.26%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,973
shares
|
$692,805
0.09% of portfolio
|
Q4 2022
Reduced 22.93%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
8,959
shares
|
$691,724
0.27% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
8,952
shares
|
$691,183
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
8,948
shares
|
$690,875
0.51% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,939
shares
|
$690,180
0.04% of portfolio
|
Q2 2023
Added 701.7%
|