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 |
|---|---|---|---|---|---|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
5,300
shares
|
$409,212
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
5,300
shares
|
$409,212
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
5,292
shares
|
$408,595
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
5,288
shares
|
$408,286
0.07% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,282
shares
|
$407,823
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
5,280
shares
|
$407,668
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,277
shares
|
$407,437
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
5,272
shares
|
$407,051
0.13% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,268
shares
|
$406,742
0.07% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,262
shares
|
$406,279
0.02% of portfolio
|
Q3 2024
Added 67.05%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
5,256
shares
|
$405,815
0.03% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
5,233
shares
|
$404,039
0.04% of portfolio
|
Q4 2023
Reduced 64.61%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
5,215
shares
|
$402,650
0.17% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
5,210
shares
|
$402,264
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,188
shares
|
$400,565
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
5,179
shares
|
$399,870
0.07% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
5,179
shares
|
$399,870
0.07% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,154
shares
|
$397,940
0.03% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
5,143
shares
|
$397,091
0.05% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
5,131
shares
|
$396,164
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,130
shares
|
$396,087
0.02% of portfolio
|
Q3 2024
Reduced 97.96%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,123
shares
|
$395,546
0.06% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,117
shares
|
$395,083
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,112
shares
|
$394,697
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,108
shares
|
$394,388
0.07% of portfolio
|
Q2 2023
New holding
|