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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,411
shares
|
$340,573
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,407
shares
|
$340,264
0.11% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
4,400
shares
|
$339,724
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$339,724
0.06% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,399
shares
|
$339,646
0.0% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,397
shares
|
$339,492
0.03% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,391
shares
|
$339,029
0.04% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,388
shares
|
$338,797
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,386
shares
|
$338,643
0.01% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
4,321
shares
|
$333,624
0.06% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
4,303
shares
|
$332,234
0.03% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,301
shares
|
$332,080
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$332,003
0.02% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
4,298
shares
|
$331,848
0.03% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
4,291
shares
|
$331,308
0.07% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
4,290
shares
|
$331,230
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
4,289
shares
|
$331,153
0.12% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,288
shares
|
$331,076
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,278
shares
|
$330,304
0.08% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,277
shares
|
$330,227
0.05% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
4,266
shares
|
$329,377
0.08% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
4,264
shares
|
$329,223
0.05% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
4,259
shares
|
$328,837
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,258
shares
|
$328,760
0.06% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
4,253
shares
|
$328,374
0.0% of portfolio
|
Q3 2024
New holding
|