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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,813
shares
|
$371,611
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$371,380
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,805
shares
|
$370,994
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
4,800
shares
|
$370,607
0.25% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
4,791
shares
|
$369,913
0.07% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
4,776
shares
|
$368,754
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,774
shares
|
$368,600
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
4,760
shares
|
$367,519
0.1% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,759
shares
|
$367,442
0.07% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
4,757
shares
|
$367,287
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,748
shares
|
$366,593
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$365,280
0.01% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$364,662
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$363,427
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,691
shares
|
$362,192
0.04% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,689
shares
|
$362,037
0.09% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
4,663
shares
|
$360,030
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,660
shares
|
$359,798
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,656
shares
|
$359,489
0.03% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
4,654
shares
|
$359,335
0.12% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
4,646
shares
|
$358,717
0.16% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,642
shares
|
$358,408
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,619
shares
|
$356,632
0.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
4,601
shares
|
$355,243
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
4,599
shares
|
$355,088
0.58% of portfolio
|
Q3 2024
New holding
|