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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,813
shares
|
$294,401
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
3,800
shares
|
$293,398
0.0% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$292,703
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$292,625
0.01% of portfolio
|
Q3 2024
Added 128.5%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
3,783
shares
|
$292,085
0.09% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$291,776
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
3,769
shares
|
$291,004
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
3,756
shares
|
$290,000
0.05% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,756
shares
|
$290,000
0.01% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,745
shares
|
$289,151
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
3,736
shares
|
$288,456
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,730
shares
|
$287,993
0.01% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,712
shares
|
$286,603
0.06% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
3,710
shares
|
$286,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,703
shares
|
$285,908
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
3,700
shares
|
$285,677
0.11% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$285,677
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
3,691
shares
|
$284,982
0.1% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,688
shares
|
$284,750
0.07% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,683
shares
|
$284,364
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
3,660
shares
|
$282,588
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,659
shares
|
$282,511
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
3,645
shares
|
$281,430
0.05% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
3,643
shares
|
$281,276
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,623
shares
|
$279,731
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|