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 2,823 institutions that hold shares in the stock, with a total of 2.3 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,638
shares
|
$610,887
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,628
shares
|
$610,087
0.06% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,628
shares
|
$610,087
0.04% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,619
shares
|
$609,367
0.22% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,619
shares
|
$609,367
0.09% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
7,608
shares
|
$608,487
0.05% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,608
shares
|
$608,487
0.21% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,593
shares
|
$607,288
0.06% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
7,565
shares
|
$605,048
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
7,564
shares
|
$604,968
0.1% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
7,541
shares
|
$603,129
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,531
shares
|
$602,329
0.01% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
7,525
shares
|
$601,849
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,522
shares
|
$601,609
0.05% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
7,520
shares
|
$601,449
0.15% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,517
shares
|
$601,209
0.38% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,512
shares
|
$600,809
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,510
shares
|
$600,649
0.16% of portfolio
|
Q1 2023
Added 1372.55%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,499
shares
|
$599,770
0.04% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$598,890
0.02% of portfolio
|
Q3 2024
Added 55.45%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
7,486
shares
|
$598,730
0.38% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
7,485
shares
|
$598,650
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,453
shares
|
$596,090
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
7,452
shares
|
$596,010
0.01% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,451
shares
|
$595,930
0.04% of portfolio
|
Q4 2024
Added 3.64%
|