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 |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
7,288
shares
|
$562,706
0.08% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
7,277
shares
|
$561,857
0.03% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
7,275
shares
|
$561,702
0.26% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,264
shares
|
$560,853
0.05% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
7,258
shares
|
$560,390
0.14% of portfolio
|
Q2 2024
Reduced 15.39%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
7,253
shares
|
$560,004
0.09% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
7,220
shares
|
$557,456
0.23% of portfolio
|
Q2 2023
Reduced 13.69%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
7,196
shares
|
$555,603
0.23% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,193
shares
|
$555,371
0.05% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
7,189
shares
|
$555,062
0.03% of portfolio
|
Q2 2024
Added 16.16%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,162
shares
|
$552,978
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
7,153
shares
|
$552,283
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$552,051
0.05% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
7,143
shares
|
$551,511
0.12% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
7,116
shares
|
$549,426
0.09% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
7,105
shares
|
$548,577
0.09% of portfolio
|
Q4 2023
Reduced 7.18%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
7,103
shares
|
$548,422
0.22% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
7,099
shares
|
$548,113
0.03% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
7,075
shares
|
$546,260
0.2% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
7,075
shares
|
$546,260
0.16% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
7,066
shares
|
$545,565
0.34% of portfolio
|
Q3 2024
Reduced 41.45%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,061
shares
|
$545,179
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
7,056
shares
|
$544,793
0.18% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
7,056
shares
|
$544,793
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,053
shares
|
$544,562
0.06% of portfolio
|
Q3 2024
New holding
|