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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
4,598
shares
|
$350,229
0.03% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,583
shares
|
$349,087
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,577
shares
|
$348,630
0.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,575
shares
|
$348,477
0.03% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$347,487
0.1% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
4,561
shares
|
$347,411
0.02% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
4,560
shares
|
$347,335
0.17% of portfolio
|
Q4 2023
Reduced 52.1%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,556
shares
|
$347,030
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,546
shares
|
$346,268
0.01% of portfolio
|
Q2 2024
Reduced 11.59%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,537
shares
|
$345,583
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,532
shares
|
$345,202
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
4,528
shares
|
$344,897
0.13% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
4,527
shares
|
$344,821
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,522
shares
|
$344,440
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,515
shares
|
$343,907
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
4,487
shares
|
$341,774
0.09% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,460
shares
|
$339,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
4,457
shares
|
$339,489
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,454
shares
|
$339,261
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,449
shares
|
$338,880
0.04% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,433
shares
|
$337,661
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
4,428
shares
|
$337,280
0.2% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
4,418
shares
|
$336,519
0.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
4,418
shares
|
$336,519
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
4,412
shares
|
$336,062
0.02% of portfolio
|
Q3 2024
Added 0.82%
|