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 |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
8,290
shares
|
$631,449
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
8,280
shares
|
$630,687
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,278
shares
|
$630,535
0.02% of portfolio
|
Q2 2024
Added 19.59%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
8,271
shares
|
$630,002
0.08% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
8,267
shares
|
$629,697
0.22% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,263
shares
|
$629,392
0.09% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
8,255
shares
|
$628,783
0.03% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,240
shares
|
$627,640
0.01% of portfolio
|
Q3 2024
Reduced 58.12%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,231
shares
|
$626,955
0.06% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
8,215
shares
|
$625,736
0.17% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
8,179
shares
|
$622,994
0.07% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,160
shares
|
$621,547
0.02% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
8,142
shares
|
$620,176
0.03% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
8,136
shares
|
$619,719
0.06% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
8,116
shares
|
$618,195
0.32% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,095
shares
|
$616,596
0.05% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
8,048
shares
|
$613,016
0.07% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
8,037
shares
|
$612,178
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,009
shares
|
$610,045
0.03% of portfolio
|
Q1 2023
Reduced 18.1%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
8,000
shares
|
$609,360
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
7,977
shares
|
$607,608
0.27% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
7,937
shares
|
$604,561
0.23% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,904
shares
|
$602,047
0.04% of portfolio
|
Q3 2023
Reduced 67.15%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
7,882
shares
|
$600,371
0.16% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,869
shares
|
$599,381
0.01% of portfolio
|
Q3 2024
Reduced 8.12%
|