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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,839
shares
|
$605,249
0.3% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,836
shares
|
$605,017
0.25% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
7,827
shares
|
$604,322
0.06% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
7,825
shares
|
$604,168
0.13% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
7,816
shares
|
$603,473
0.16% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
7,809
shares
|
$602,932
0.15% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
7,790
shares
|
$601,465
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,789
shares
|
$601,388
0.04% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,737
shares
|
$597,373
0.12% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,727
shares
|
$596,601
0.08% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
7,707
shares
|
$595,057
0.17% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,703
shares
|
$594,748
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,695
shares
|
$594,130
0.04% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,691
shares
|
$593,822
0.14% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,678
shares
|
$592,818
0.23% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,677
shares
|
$592,741
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
7,673
shares
|
$592,432
0.06% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
7,648
shares
|
$590,502
0.06% of portfolio
|
Q3 2024
Added 41.52%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,639
shares
|
$589,807
0.15% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,638
shares
|
$589,729
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,619
shares
|
$588,262
0.22% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,616
shares
|
$588,031
0.12% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,599
shares
|
$586,718
0.01% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
7,585
shares
|
$585,637
0.32% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,574
shares
|
$584,788
0.09% of portfolio
|
Q3 2024
New holding
|