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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,929
shares
|
$689,408
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
8,904
shares
|
$687,477
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
8,894
shares
|
$686,705
0.05% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,885
shares
|
$686,010
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
8,885
shares
|
$686,010
0.06% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
8,844
shares
|
$682,845
0.38% of portfolio
|
Q2 2024
Added 588.25%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
8,834
shares
|
$682,073
0.04% of portfolio
|
Q2 2022
Reduced 7.01%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
8,829
shares
|
$681,687
0.45% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
8,823
shares
|
$681,223
0.11% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
8,818
shares
|
$680,837
0.1% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,817
shares
|
$680,760
0.15% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,807
shares
|
$679,988
0.04% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,806
shares
|
$679,911
0.13% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
8,800
shares
|
$679,448
0.11% of portfolio
|
Q1 2023
Added 12.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
8,790
shares
|
$678,675
0.04% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,782
shares
|
$678,058
0.05% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,778
shares
|
$677,749
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,774
shares
|
$677,440
0.15% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
8,763
shares
|
$676,591
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
8,753
shares
|
$675,819
0.12% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,742
shares
|
$674,969
0.03% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
8,714
shares
|
$672,807
0.07% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
8,708
shares
|
$672,344
0.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
8,701
shares
|
$671,804
0.08% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
8,700
shares
|
$671,727
0.24% of portfolio
|
Q4 2023
New holding
|