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 2,502 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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
2,552
shares
|
$193,849
0.07% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
2,518
shares
|
$191,267
0.16% of portfolio
|
Q3 2024
Reduced 67.31%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,410
shares
|
$183,063
0.07% of portfolio
|
Q1 2021
Reduced 3.1%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$177,898
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,261
shares
|
$171,745
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,220
shares
|
$168,631
0.05% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,200
shares
|
$167,112
0.06% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,198
shares
|
$166,960
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,194
shares
|
$166,656
0.05% of portfolio
|
Q1 2023
Added 18.53%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,159
shares
|
$163,997
0.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,150
shares
|
$163,314
0.02% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,145
shares
|
$162,934
0.01% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,105
shares
|
$159,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
2,087
shares
|
$158,528
0.01% of portfolio
|
Q2 2024
Reduced 10.7%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,086
shares
|
$158,452
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,041
shares
|
$155,034
0.02% of portfolio
|
Q3 2023
Reduced 10.13%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
2,037
shares
|
$154,730
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
2,036
shares
|
$154,654
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,022
shares
|
$153,591
0.01% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$151,920
0.02% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2,000
shares
|
$151,920
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,983
shares
|
$150,628
0.01% of portfolio
|
Q1 2023
Reduced 11.2%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,908
shares
|
$144,931
0.04% of portfolio
|
Q2 2024
Reduced 93.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,908
shares
|
$144,931
0.02% of portfolio
|
Q2 2024
Reduced 77.57%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,906
shares
|
$144,779
0.01% of portfolio
|
Q3 2022
Reduced 26.83%
|