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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
3,944
shares
|
$304,516
0.06% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,942
shares
|
$304,361
0.1% of portfolio
|
Q2 2022
Reduced 4.83%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
3,930
shares
|
$303,435
0.02% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,923
shares
|
$302,894
0.04% of portfolio
|
Q3 2024
Added 106.69%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
3,918
shares
|
$302,508
0.14% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,917
shares
|
$302,431
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$302,199
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
3,913
shares
|
$302,122
0.02% of portfolio
|
Q2 2024
Added 4.68%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
3,908
shares
|
$301,736
0.1% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,905
shares
|
$301,505
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,884
shares
|
$299,883
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,883
shares
|
$299,806
0.02% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,883
shares
|
$299,806
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
3,879
shares
|
$299,497
0.07% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
3,863
shares
|
$298,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,851
shares
|
$297,335
0.02% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,846
shares
|
$296,949
0.13% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
3,843
shares
|
$296,718
0.05% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,841
shares
|
$296,563
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,840
shares
|
$296,486
0.02% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
3,836
shares
|
$296,177
0.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
3,828
shares
|
$295,559
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,826
shares
|
$295,405
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,820
shares
|
$294,942
0.02% of portfolio
|
Q1 2022
Reduced 23.95%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,820
shares
|
$294,942
0.17% of portfolio
|
Q3 2024
Added 0.08%
|