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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,570
shares
|
$576,606
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
7,564
shares
|
$576,149
0.08% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
7,550
shares
|
$575,083
0.18% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,513
shares
|
$572,265
0.03% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,510
shares
|
$572,036
0.16% of portfolio
|
Q1 2023
Added 1372.55%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$570,360
0.02% of portfolio
|
Q3 2024
Added 55.45%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
7,474
shares
|
$569,294
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
7,469
shares
|
$568,913
0.18% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,466
shares
|
$568,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,463
shares
|
$568,456
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,429
shares
|
$565,866
0.05% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,414
shares
|
$564,724
0.05% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,405
shares
|
$564,038
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
7,400
shares
|
$563,658
0.13% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
7,395
shares
|
$563,277
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
7,373
shares
|
$561,601
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,366
shares
|
$561,068
0.06% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,350
shares
|
$559,849
0.14% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$558,706
0.14% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
7,329
shares
|
$558,249
0.18% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,327
shares
|
$558,097
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
7,323
shares
|
$557,792
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,322
shares
|
$557,716
0.06% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,320
shares
|
$557,564
0.1% of portfolio
|
Q4 2023
Added 5.54%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,304
shares
|
$556,345
0.01% of portfolio
|
Q3 2024
Reduced 92.56%
|