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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,255
shares
|
$482,948
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,252
shares
|
$482,716
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
6,248
shares
|
$482,408
0.02% of portfolio
|
Q3 2024
Added 35.27%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,244
shares
|
$482,099
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,237
shares
|
$481,558
0.05% of portfolio
|
Q3 2024
Added 55.15%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
6,229
shares
|
$480,941
0.2% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
6,228
shares
|
$480,863
0.02% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
6,218
shares
|
$480,091
0.09% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
6,212
shares
|
$479,628
0.23% of portfolio
|
Q3 2024
Added 66.45%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,206
shares
|
$479,165
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,205
shares
|
$479,088
0.07% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
6,202
shares
|
$478,856
0.05% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
6,200
shares
|
$478,701
0.02% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,198
shares
|
$478,547
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$477,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,185
shares
|
$477,543
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$476,540
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
6,156
shares
|
$475,304
0.26% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
6,142
shares
|
$474,223
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,138
shares
|
$473,914
0.1% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,132
shares
|
$473,451
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,129
shares
|
$473,220
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,125
shares
|
$472,911
0.25% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
6,123
shares
|
$472,756
0.07% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,115
shares
|
$472,139
0.19% of portfolio
|
Q3 2024
Added 0.59%
|