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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,872
shares
|
$447,270
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,868
shares
|
$446,965
0.01% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$445,899
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
5,854
shares
|
$445,899
0.11% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5,847
shares
|
$445,365
0.14% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,798
shares
|
$441,633
0.07% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,795
shares
|
$441,405
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
5,790
shares
|
$441,024
0.06% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
5,780
shares
|
$440,262
0.11% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,759
shares
|
$438,663
0.04% of portfolio
|
Q2 2023
Added 63.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$438,586
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
5,754
shares
|
$438,282
0.02% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,702
shares
|
$434,321
0.09% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,695
shares
|
$433,788
0.02% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
5,695
shares
|
$433,788
0.09% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,689
shares
|
$433,331
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,673
shares
|
$432,112
0.02% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,663
shares
|
$431,350
0.05% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
5,647
shares
|
$430,131
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$429,217
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,630
shares
|
$428,837
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,627
shares
|
$428,608
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,614
shares
|
$427,618
0.08% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,600
shares
|
$426,552
0.11% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
5,587
shares
|
$425,561
0.14% of portfolio
|
Q3 2024
Reduced 2.51%
|