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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,585
shares
|
$431,217
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
5,546
shares
|
$428,206
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
5,530
shares
|
$426,971
0.18% of portfolio
|
Q2 2024
Reduced 26.27%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
5,510
shares
|
$425,427
0.03% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,483
shares
|
$423,342
0.03% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,477
shares
|
$422,879
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
5,473
shares
|
$422,570
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
5,473
shares
|
$422,570
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,451
shares
|
$420,871
0.02% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
5,450
shares
|
$420,794
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,432
shares
|
$419,404
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,431
shares
|
$419,327
0.05% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,394
shares
|
$416,470
0.02% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
5,389
shares
|
$416,084
0.24% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
5,383
shares
|
$415,621
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,372
shares
|
$414,772
0.03% of portfolio
|
Q2 2023
Reduced 10.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,363
shares
|
$414,077
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
5,357
shares
|
$413,613
0.18% of portfolio
|
Q1 2024
Reduced 25.84%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
5,349
shares
|
$412,996
0.23% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
5,349
shares
|
$412,996
0.03% of portfolio
|
Q3 2024
Reduced 80.24%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,345
shares
|
$412,687
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
5,321
shares
|
$410,834
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,316
shares
|
$410,448
0.05% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
5,313
shares
|
$410,216
0.15% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
5,302
shares
|
$409,367
0.18% of portfolio
|
Q3 2024
Reduced 15.87%
|