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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
5,107
shares
|
$394,311
0.07% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$393,770
0.17% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
5,088
shares
|
$392,844
0.06% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,082
shares
|
$392,381
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
5,079
shares
|
$392,149
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,073
shares
|
$391,686
0.05% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,071
shares
|
$391,531
0.09% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,069
shares
|
$391,377
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,067
shares
|
$391,223
0.07% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,040
shares
|
$389,138
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,006
shares
|
$386,513
0.06% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
5,000
shares
|
$386,049
0.37% of portfolio
|
Q4 2023
Reduced 73.73%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$386,049
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$386,049
0.03% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
5,000
shares
|
$386,049
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ruffer LLP
|
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$386,049
0.01% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
5,000
shares
|
$386,049
0.12% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
4,992
shares
|
$385,432
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,987
shares
|
$385,046
0.17% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,974
shares
|
$384,042
0.07% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,971
shares
|
$383,810
0.26% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,956
shares
|
$382,652
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,954
shares
|
$382,498
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$382,343
0.06% of portfolio
|
Q3 2024
Reduced 47.99%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
4,951
shares
|
$382,266
0.02% of portfolio
|
Q3 2024
Added 16.36%
|