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 |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,251
shares
|
$323,798
0.13% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,250
shares
|
$323,722
0.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$323,493
0.07% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,245
shares
|
$323,341
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,242
shares
|
$323,113
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,238
shares
|
$322,808
0.06% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$322,732
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,234
shares
|
$322,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$322,199
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,226
shares
|
$321,894
0.04% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,225
shares
|
$321,818
0.04% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,215
shares
|
$321,056
0.05% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,210
shares
|
$320,675
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
4,208
shares
|
$320,523
0.02% of portfolio
|
Q2 2021
Added 11.54%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
4,194
shares
|
$319,456
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,193
shares
|
$319,380
0.2% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,184
shares
|
$318,695
0.02% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,177
shares
|
$318,162
0.01% of portfolio
|
Q4 2023
Reduced 19.19%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
4,177
shares
|
$318,162
0.04% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
4,173
shares
|
$317,857
0.05% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
4,172
shares
|
$317,781
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,171
shares
|
$317,705
0.04% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,168
shares
|
$317,476
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,155
shares
|
$316,486
0.04% of portfolio
|
Q1 2024
Reduced 13.53%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,150
shares
|
$316,105
0.07% of portfolio
|
Q3 2024
Added 1.74%
|