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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
7,050
shares
|
$544,330
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
7,036
shares
|
$543,249
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
7,023
shares
|
$542,245
0.19% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
7,009
shares
|
$541,164
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
7,003
shares
|
$540,701
0.16% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$540,470
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
6,997
shares
|
$540,238
0.06% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
6,990
shares
|
$539,697
0.2% of portfolio
|
Q1 2023
Added 6.07%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,987
shares
|
$539,466
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
6,977
shares
|
$538,694
0.03% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
6,975
shares
|
$538,539
0.18% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
6,951
shares
|
$536,686
0.02% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,930
shares
|
$535,065
0.07% of portfolio
|
Q4 2021
Reduced 2.26%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
6,915
shares
|
$533,907
0.33% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
6,912
shares
|
$533,675
0.15% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
6,901
shares
|
$532,826
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,884
shares
|
$531,513
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,872
shares
|
$530,587
0.15% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,860
shares
|
$529,660
0.11% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
6,848
shares
|
$528,734
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
6,839
shares
|
$528,039
0.05% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,837
shares
|
$527,884
0.33% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
6,818
shares
|
$526,417
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,801
shares
|
$525,105
0.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
6,800
shares
|
$525,028
0.18% of portfolio
|
Q3 2024
Reduced 6.85%
|