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 |
|---|---|---|---|---|---|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,689
shares
|
$670,877
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,648
shares
|
$667,712
0.22% of portfolio
|
Q3 2024
Reduced 43.36%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8,614
shares
|
$665,086
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
8,594
shares
|
$663,542
0.11% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,571
shares
|
$661,766
0.33% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,550
shares
|
$660,145
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,513
shares
|
$657,288
0.02% of portfolio
|
Q3 2024
Reduced 95.49%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,486
shares
|
$655,204
0.04% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,462
shares
|
$653,351
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,455
shares
|
$652,810
0.26% of portfolio
|
Q3 2023
Reduced 19.06%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
8,422
shares
|
$650,262
0.23% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
8,420
shares
|
$650,108
0.02% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8,408
shares
|
$649,181
0.06% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
8,405
shares
|
$648,950
0.08% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,397
shares
|
$648,332
0.05% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,395
shares
|
$648,177
0.12% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
8,385
shares
|
$647,405
0.16% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,372
shares
|
$646,402
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,370
shares
|
$646,247
0.06% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
8,357
shares
|
$645,243
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
8,345
shares
|
$644,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
8,341
shares
|
$644,008
0.06% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,313
shares
|
$641,846
0.04% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
8,293
shares
|
$640,302
0.36% of portfolio
|
Q1 2024
Reduced 45.56%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
8,290
shares
|
$640,070
0.21% of portfolio
|
Q3 2024
New holding
|